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Despite every major index closing green Friday, breadth actually fell to 31.6%, keeping the regime call at Cautious-Bearish. The hosts break down how Oracle’s AI cloud numbers ignited a hardware-stock rally even as Oracle itself fell, and lay out exact trade levels for HPE, Dell, and Super Micro heading into Wednesday’s Fed decision.
Indexes rally Friday but breadth drops to 31.6%, keeping the regime at Cautious-Bearish.
Hotter core CPI raises hike odds to 86.5%, but falling oil and Oracle's earnings drive stocks higher regardless.
Weekly index losses confirm Friday's rally was a bounce, not a trend reversal.
Oracle's cloud growth numbers fuel a hardware rally in HPE, Dell, Super Micro, and NetApp even as Oracle stock falls.
Dell and HPE trigger continuation, breakout, and catalyst scans simultaneously — the highest-conviction setup type.
Fortinet, Check Point, Qualys, Tenable, and Varonis get hit with downgrades despite decent chart setups.
Exact entry, stop, and target levels for HPE, Dell, and Super Micro, plus bull and bear case tripwires.
Light calendar tomorrow shifts attention to Wednesday's Fed decision with the regime forecast still Cautious-Bearish.
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