Topics covered:
1) 0:00 Announcements
2) 0:30 Market Commentary and Index Review (Nasdaq Composite, S&P 500, and Russell 2000
3) 9:20 FOCUS LIST: NVDA, AVGO, TSM, VRT, LLY, XBI (ETF)
4) 14:30 Stock Review – Aerospace/Defense: RKLB, HXL, GE, HWM, CW, RTX, ATRO, WWD
5) 16:10 Stock Review – Software: PLTR, SNOW, CRWD, ZS, TWLO
6) 18:40 Stock Review – Semiconductors and Data Storage: SMH (ETF), TSEM, LRCX, KLAC, MU, AEIS, MTSI, TER, CRDO, STX, WDC, SNDK
7) 21:45 Stock Review – Electronic Related: CLS, SANM, FN, COHR, LITE, TTMI, JBL
8) 23:50 Stock Review – Energy/Data Center related: GEV, CEG, NRG, PWR, BE, ORA, ATI, ROK, WLDN
9) 27:10 Stock Review – Biotech/Medical: XBI (ETF), IBB (ETF), ARWR, RCUS, RYTM, NKTR, AVTX, NAMS, CYTK, TARS, ORKA, MAZE, SION, INBX, INSM, MDGL, KMTS, MEDP, UTHR, ISRG, GRAL, GH, NTRA, WGS, ILMN, BLLN
10) 35:30 Stock Review – Others/General Ideas/Commentary: HOOD, SOFI, TSLA, GOOGL, SPHR, REMX (ETF)
11) 37:50 Conclusion/Summary

Market Summary:
In recent videos, I mentioned that I would like to see the market prove itself. Over the past week, all the major indexes regained their 50-day moving averages. That is positive step in the right direction. The only problem is volume was very light last week due to the Thanksgiving holiday. When the volume starts to come in during the upcoming week, I would like to see the market continue to prove itself. We don’t necessarily need a follow through day, but I would like to see some up days on stronger volume. Regarding specific stocks, the picture is mixed. Some are struggling below their 50-days, some are hovering around their 50-days, and many have recovered nicely near new highs. I’m going to do my best to focus on some of the stronger relative strength names.

From here, I’m going to continue to shut out the noise, keep things simple, and stick to my main guidelines during power trends: 1) Use the 21-day as your guide. In other words, if we are extended from this level, don’t be surprised to see minor pullbacks through price and/or through time. 2) Expose yourself to strong stocks and ETFs. Between the Focus List and the other stocks, there are plenty of ideas in these videos. 3) Get strong entry points near the 21-day and 50-day moving averages. 4) Manage your trades as best as possible based on your timeframe, risk tolerance, and overall investment plan. I can give guidelines, but ultimately, you need to decide what position sizes to use, the number of positions to own, when to take profits, and where to set your stop losses. If you have any questions, you can ask them during the next LIVE webinar, which will be this Monday, December 1 at 7PM EST. Thank you and enjoy the rest of your weekend.

Unusual Options Activity:
11/28/25 Ultra Nasdaq 100 ETF (TQQQ) buyers of 2600 Jan $54 calls at $4.59 to $4.70
11/28/25 Bitcoin ETF (IBIT) sales of 2200 Feb $54 puts at $5.40 bids
11/28/25 Gold ETF (GLD) 1100 March 31st $465 far OTM calls bought at $3 to $3.10
11/28/25 Gold ETF (GLD) buyer of 3000 June $465 calls at $6.65 as the $415 calls adjust
11/28/25 Silver (SLV) buyer 5000 March $59.50 calls adjusting Dec 5th (W) $53
11/28/25 Silver (SLV) buyers of 1250 March 31st $46 ITM calls at $6.65 as Dec 31st $41 calls adjust
11/28/25 Tesla (TSLA) sellers of 3000 Jan $410 puts $20.85 to $20.55
11/28/25 Tesla (TSLA) 2000 Jan $415 puts also selling to open 22.70 to 22.65
11/28/25 Floor & Decor (FND) 12,000 Jan $52.50 puts sell to open $0.80 to $0.75
11/28/25 Williams Cos (WMB) June $60/$70 call ratios open 1000X2000
11/28/25 Bloom Energy (BE) 2200 Jan $140 calls bought at $8.32 to $8.60
11/28/25 First Solar (FSLR) 1300 March $250 puts sell to open $17.60
11/28/25 Chevron (CVX) opening sales of 350 Jan 2028 $130 puts at $12.20 to $12.05
11/28/25 Robinhood (HOOD) buyer of 5000 Feb $135/$155 call spreads at $6.53
11/28/25 SoFi (SOFI) 1000 Sep $35 puts sell $10.30
11/28/25 Newmont (NEM) size buy 10,000 Jan 2028 $90/$140 call spreads
11/28/25 Meta (META) with 4000 Dec 26th (W) $630 puts sold to open 15.45 to 15.20
11/28/25 SanDisk (SNDK) 4000 Dec $240 calls buy 22.30 to 23
11/28/25 Intel (INTC) opening sales of 2350 January $42 ITM puts at $5.20 bids
11/28/25 Intel (INTC) over 7500 Dec $44 calls bought at $0.90 to $1.02
11/28/25 Google (GOOGL) 5000 Feb $350 calls with size buys as March $340 adjust
11/28/25 Google (GOOGL) 1500 Sept $300 puts are sold for 29.65
11/28/25 Microsoft (MSFT) buyers of 7500 Feb $545 calls at $7.38 to $8.10 as Jan $600 calls adjust
11/28/25 Apple (AAPL) buyers of 13,000 Feb $310 calls at $2.89 to $3.05, adjusts Jan calls at same strike
11/28/25 Coherent (COHR) bull trade opens 500x 750x March $160/$200 call ratios while selling 500 Dec $140 puts at $3.20
11/28/25 Reddit (RDDT) 300 April $220 calls bought $38.55 to $38.75
11/28/25 Taiwan Semi (TSM) 4000 January $280 short puts trading $10.55 to $10.35
11/28/25 ASML Holding (ASML) buyers of 1000 Jan $1100 calls at $33 to $35
11/28/25 Western Digital (WDC) sellers of 1500 March $160 puts at $22.05 bids
11/28/25 Nvidia (NVDA) seeing 2400 June 2027 $210 calls bought $32.75
11/28/25 Amazon (AMZN) 2000 Jan 2028 $200 short puts open for 25.95
11/26/25 Nasdaq 100 ETF (QQQ) 3500 Jan 30th (W) $605 calls opening $11M position, adjusting Feb 605 calls
11/26/25 Nasdaq 100 ETF (QQQ) Dec 2026 $820/$950 call ratios open 5000X15000
11/26/25 Ethereum ETF (ETHA) buyer 6800 April $28 calls 2.59 offer
11/26/25 Bitcoin ETF (IBIT) buyers of 7000 Dec $45 ITM calls at $5.70 offer sweeps
11/26/25 Target (TGT) 500 Dec 2027 $75 puts sold to open 10.45
11/26/25 Tesla (TSLA) 610 July $320 short puts open 24.80
11/26/25 Tesla (TSLA) trade selling 2400 Feb $350 puts to buy $450/$550 call spreads
11/26/25 Airbnb (ABNB) buyer 750 June $140 calls $5.60
11/26/25 Wayfair (W) opening sale 400 March $115 puts ITM at $16.40 bid
11/26/25 Lyft (LYFT) seeing OTM April 26/33 call spreads buy 2000X
11/26/25 Lyft (LYFT) buyer 5000 Jan $22 calls 1.15
11/26/25 Robinhood (HOOD) opening sales of 1000 Sept $130 ITM puts at $30.55 bids
11/26/25 JP Morgan (JPM) seeing Feb spreads selling $270 puts 3500X to buy the $325/$355 call spreads
11/26/25 Amgen (AMGN) 600 Feb $310 short puts open 5.30 to 5.25
11/26/25 Nektar Therapeutics (NKTR) 750 Feb $90 calls opening as Dec 75 adjust
11/26/25 Arrowhead Pharma (ARWR) buyer 500 March $65 calls as March 50 adjust
11/26/25 Modine Manufacturing (MOD) buyer 700 Jan $160 calls at $13.10 as Dec $130 calls adjust
11/26/25 MP Materials (MP) 300 Jan 2028 $55 short puts opening $18.20
11/26/25 Nebius Group (NBIS) buyers of 2500 Jan $110/$130 call spreads
11/26/25 ServiceNow (NOW) 1000 Jan $700 short puts opening near $7
11/26/25 Credo Tech (CRDO) seller to open 600 Jan 2028 $195 ITM puts for $93.30 bids
11/26/25 Zoom (ZM) 700 March $85 puts sell to open 5.95 to 5.80
11/26/25 Nvidia (NVDA) 2800 Dec $187.50 calls bought at $4.75 as Dec 5th $180 calls adjust
11/26/25 Cisco (CSCO) 800 Jan 2028 $75 puts being sold to open 10.20 to 10.35
11/26/25 Micron (MU) 400 Dec 2027 $170 short puts open 37.35
11/26/25 Google (GOOGL) buyers of 900 Sept $340 calls at $39.90 offer
11/26/25 Google (GOOGL) 1200 Jan 2028 $320 puts are selling to open at $60.51
11/26/25 Meta (META) buyer of 1500 June $810 calls at $23.60 in a single block
11/26/25 Tower Semi (TSEM) 400 July $130 calls buy at $11.40 to $12.70 offers
11/26/25 Apple (AAPL) Feb spreads selling $245 puts to buy the $290/$320 call spreads 5000X
11/26/25 Microsoft (MSFT) also with Feb spreads selling 2900 of the $440 puts to buy $510/$560 call spreads
11/26/25 Ciena (CIEN) 1000 Jan $160 puts sell to open $6.60, reports 12/11
11/26/25 Vistra (VST) opening sale of 1500 June $150 puts at $10.20