Short lessons on momentum trading, every day.

“Hey MTS Velocity, show me today’s market movers with the earnings, sales, and profitability to back up the move.”

Here’s the scan:

✅ Up at least 4% today

✅ 1-month RS rating of 70+

✅ Quarterly EPS growth of at least 20%

✅ Quarterly sales growth of at least 20%

✅ ROE or pre-tax margins of at least 15%

My starting universe: 3,320 NYSE and Nasdaq stocks, already filtered for minimum price, average trading volume, and market cap.

Just 10 matches.

$ARM · $ALAB · $AMD · $MRVL · $RDDT · $SMCI · $ASX · $INTR · $SMCIP · $APH

Leading the list when I ran the scan: ARM +16.35%, ALAB +11.63%, and AMD +8.87%.

The Screen Behind Today’s Breakout List

One of my favorite ways to use the Relative Strength Stock Screener is starting with the Leaders / CANSLIM preset, then layering Today’s Market Movers on top of it.

That combo has been surfacing a lot of names I like today.

ALAB is breaking out to new highs.

LRCX is breaking out to new highs as I write this.

TER is right near new highs.

This is why I like combining leadership filters with current-day strength. It helps narrow the market down to the names that already have strong characteristics and are actually moving right now.

Nasdaq at the 50‑Day, ALAB Near Highs

The leaders usually show up first.

ALAB is doing something worth paying attention to.

While the Nasdaq 100 has pulled back to its 50‑day moving average and the broader market has been weak, ALAB has continued to act like a true tech growth leader. It is holding near its highs, riding above short term key moving averages, and showing strong relative strength across multiple timeframes. That is not something to ignore if you study leadership and momentum.

William O’Neil put heavy emphasis on leadership, relative strength, earnings power, price action, and overall market direction. Their work shows that the best stocks often reveal themselves before the indexes fully confirm a new leg higher. The strongest stocks tend to correct less, tighten up faster, and move back toward their highs while the averages are still working through supply.

O’Neil described this dynamic clearly when he wrote about powerful stocks that refuse to break down during market weakness. In How to Make Money in Stocks, he noted that a true leader can pull back, build a tight consolidation while the general market makes new lows, and then be one of the first names to break out to new highs when the pressure comes off. In other words, a leading stock that holds up better than the market during a pullback is often giving you a constructive signal, not just random noise.

That is exactly the kind of behavior you want to see from potential big winners. True leaders:

• Hold up better than the market during pullbacks.

• Recover faster once selling pressure eases.

• Push toward or through new highs while the average stock is still trying to find support.

None of this means you blindly chase strength. The overall market still matters, and any entry still has to offer a defined risk/reward with a logical pivot and a clear line in the sand if you are wrong, but this is exactly why tracking leadership and relative strength is so important.

When a stock with strong fundamentals and a powerful price trend keeps acting right while the Nasdaq 100 and S&P 500 is sitting on its 50‑day moving average, it is usually telling you something. Right now, ALAB is showing the kind of leadership that belongs on the radar.

Stocks gapping up to, or near, new highs this morning:

MU, WDC, STX, INTC, TTMI, TER, ALAB, AMD, VSH, LSCC, STM, TSM, and ADI.

Look at ALAB.

The Quiet Warning Showing Up Under the Surface

A lot of leading stocks are still acting strong.

Many are making new highs. Many still have great relative strength.

Price is still king, and I would never execute a trade based on one data point alone.

But I am noticing something worth paying attention to.

On the most recent earnings reports for a lot of leading names I’ve been following, fund ownership has dropped.

Again, this does not mean the move is over.

These stocks can absolutely keep running higher from here. That’s exactly why price always comes first.

Also, sometimes this happens for a quarter or two, then funds increase again and come right back into the name.

But when leading stocks are pushing higher while fund ownership starts declining, it can be an early sign that some institutions are taking profits into strength.

If price starts to break down later, this gives us a possible clue as to what may have been happening under the surface.

Some names where I’m noticing this:

SIMO, ALAB, MRVL, LITE, TTMI, NVT, LASR, AMD, STRL, LRCX, AAOI.

This is not a sell signal.

This is not a prediction.

Just something I’m taking note of.

The strongest stocks often reveal themselves when the market is pulling back.

Will ALAB end up being one of them?

ALAB is up 13% today, and the earnings report is already out of the way.

Big sales growth.

Big earnings growth.

Strong ROE.

Strong margins.

Fund ownership increasing.

Relative strength still near the top of the market.

And now it’s pushing back toward all-time highs while the broader market is pulling in.