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Despite a nearly flat S&P close, breadth deteriorated sharply and money rotated hard into semis and memory names on a DRAM/NAND pricing catalyst, while software lagged badly. The episode breaks down why FICO’s 17% drop was a policy shock rather than a broken business, unlike LULU’s earnings-driven collapse, and sets up SNDK, MU, and WDC entry levels ahead of the pivotal September 11 CPI print.
Cautious call holds but breadth drops four points across both the 40-day and 20-day timeframes.
Flat index closes mask a violent rotation as semis rally 3.4% while software falls 2.2%.
Continuation, D9M, and Darvas signals cluster almost entirely in memory and semiconductor names on a DRAM/NAND pricing catalyst.
Narrow leadership in SNDK, MU, and WDC raises a fragility flag, while only 2 Reversal Bullish signals confirm no bottoms yet in beaten-down sectors.
FICO's plunge is a VantageScore policy shock, not a fundamental failure, while LULU's drop reflects a genuine earnings and guidance miss.
Specific supply, demand, and trigger levels for the day's leading memory and storage names.
Light earnings week with UNFI and ORCL, but August CPI on September 11 is the key catalyst for bullish or bearish breadth shifts.
Buy strength only in confirmed semi and memory leaders on pullbacks, stay defensive elsewhere, and watch for the broken-chart-versus-broken-business distinction.
See SNDK in WaveFinder. Sign in with your email, and new accounts are free and take about 30 seconds.
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Daily bars through Sep 4, 2026.
See MU in WaveFinder. Sign in with your email, and new accounts are free and take about 30 seconds.
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Daily bars through Sep 4, 2026.
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Daily bars through Sep 4, 2026.
See FICO in WaveFinder. Sign in with your email, and new accounts are free and take about 30 seconds.
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Daily bars through Sep 4, 2026.
See EFX in WaveFinder. Sign in with your email, and new accounts are free and take about 30 seconds.
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Daily bars through Sep 4, 2026.
See TRU in WaveFinder. Sign in with your email, and new accounts are free and take about 30 seconds.
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Daily bars through Sep 4, 2026.
See LULU in WaveFinder. Sign in with your email, and new accounts are free and take about 30 seconds.
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Daily bars through Sep 4, 2026.
See UNFI in WaveFinder. Sign in with your email, and new accounts are free and take about 30 seconds.
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Daily bars through Sep 4, 2026.
See ORCL in WaveFinder. Sign in with your email, and new accounts are free and take about 30 seconds.
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Daily bars through Sep 4, 2026.
