Trade Alert: Agritech and Optical Networking
Bullish options trades on two of our top ten names from last night.
Signals From Last Night’s Top Ten
One of the most reliable tells from our system is when multiple names from the same theme cluster into the daily Top Ten. Historically, when that happens, it has often preceded strong sector-level moves—and that’s exactly what we saw last night.
Two different clusters lit up:
AI infrastructure / optical networking, where several names pushed into the very top ranks, consistent with the large-cap AI buildout continuing beneath the surface.
Cannabis & cultivation, with both a grower and a related ETF showing up simultaneously. I’m not a fan of legalized marijuana personally, but business is business—and sector clustering has been one of the cleaner signals in our process.
This matters because our Top Names continue to post extremely strong results across full 6-month periods. Over the 134 six-month cohorts since late 2022, our top names have returned an average of 20.58%, versus 10.23% for SPY over the same windows—more than double the market’s return.
Given last night’s lineup—and the strength of the clusters involved—we’re taking two defined-risk shots today, one in each theme. Paid subscribers will find the full details below.
Today’s First Top Names Trade
Agritech / cannabis-adjacent theme
