Round Two of the Rally is Just Getting Started

BY ANDREW GIOVINAZZI

October 1st, 2025

Yo Pit Crazies,

 

Congress is now holding the bag on the government shutdown. But investors could care less.

 

When Congress argues about spending money, they spend less!

 

Traders see this as good for business and the American people.

 

Not only does the market not care, neither does President Trump! He’s even poking fun at his political adversaries for their positions.

 

I can’t blame him.

 

Because if he looked at the news today, this is what he saw…

 

 

Stocks hit new all-time highs!

 

Now it’s time to look at stocks that haven’t gone up yet

 

Nasdaq’s big names have fueled the rally over the last few months. But now, it’s changing: smaller tech companies are starting to get some attention.

 

There’s simply more upside.

 

That’s why Mark is building a small-cap ETF using the seven most promising companies he found.

 

Go here and find out more before he sends the first buy alerts later this week.

 

The reality is that smaller companies rely on borrowing. When interest rates drop, companies borrow more and plow that cash into growth initiatives.

 

With today’s ADP report showing 32,000 private jobs lost, the Fed is more likely to keep cutting rates.

 

I expect many small-cap and mid-cap companies to do well.

 

You should start looking for companies that haven’t done well this year. The Invesco QQQ ETF (QQQ) stocks are way up. Tech’s way up. Nvidia Inc. (NVDA) is at an all-time high as AI keeps rolling.

 

There’s a lot of value out there. I’m also looking at Make America Healthy Again (MAHA) stocks.

 

MAHA stocks benefit from Americans wanting to get healthy again. Americans are getting back to their health. Food quality’s improving. More exercise and outdoor activity.

 

We’re long overdue.

 

Insurance may get so expensive that the government steps in. They might test people’s body mass index at some point.

 

I’ve seen big institutions buying options in several stocks in this area. Stocks that haven’t done well this year are looking for a bounce.

 

Look for more from me in the coming weeks to ride the MAHA wave.

 

To Your Trading Success,

 

AG

Andrew Giovinazzi

Andrew Giovinazzi

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About the Author

Andrew Giovinazzi

Andrew Giovinazzi

Former CBOE floor trader and CIO at Karman Line Capital. Author of ‘The Option Traders Hedge Fund’ with over 30 years of options trading experience.

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