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Midday Wave #41 Neutral

Midday Wave #41: Midday Breadth Collapse & Software Rotation – Thursday 5/7/2026

May 7, 2026 4:07
Episode Summary
Breadth collapses mid-session as momentum shifts to high-conviction software names—here’s how to navigate narrowing participation and confirm institutional conviction.
Key Takeaways
  • Breadth dramatically declines
  • Technology shows relative strength
  • Earnings season provides catalysts
  • Energy sector weakness persists
  • Selective opportunities in software
0:00 / 4:07

Midday Wave: Tech Surges as Breadth Weakens

Midday Situation Check

Transitioning to a very bearish sentiment with 40SMA breadth decreasing to 68.24% from yesterday’s 70.45%, and 20SMA breadth collapsing to 90% from 186%.

Market Recap — Session So Far

The market is mixed, with technology showing relative strength amid weakening breadth.

  • Index price data is unavailable.
  • Market breadth shows Bull 4% at 281 versus Bear 4% at 364, compared to yesterday’s Bull 4% at 521 and Bear 4% at 278, signalling strong sentiment shift

Momentum Watch — Breakout Continuation & SIP

  • MDB leads continuation signals, up 11.3% with RVOL of 1.6, indicating substantial momentum in the software sector.
  • Several stocks reacting to Q1 reports: LAMR shows better-than-expected Q1 results, contrasting with TEAD‘s mixed Q1 results decline in the Communication Services sector.
  • Strong moves in ADBE, CRWD, and ADSK

Strategy Check — Continuation, SIP & 20% Study

  • MDB‘s impressive 11.3% gain with an RVOL of 1.6 highlights strong continuation potential in the software sector.
  • New SIP entries include names showing significant reactions to earnings reports, exemplified by LAMR after delivering better-than-expected results.
  • AXTI, showing signs of a breakout, positioned at supply from the 20% study, but also a key name.

Quick Takes & Wrap-Up

  • IREN — Nearest supply between 62.38 and 76.87, levels of interest for potential reversal in momentum.
  • RSPG — Energy sector weakness with current value at -0.77, a trend to watch for potential dip buys or further downside.
  • Bias: Caution with fading breadth, but selective opportunities in software and earnings plays.
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