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The S&P closed nearly flat, but underneath the surface, an AI-safety scare triggered a violent rotation out of semiconductors and into cybersecurity software. The team breaks down the breadth collapse, confirms the move with volume and scan data, and sets levels and risk discipline ahead of Wednesday’s Fed decision.
Breadth falls from 36.9% to 30.9% above the 40-day, validating the morning's cautious-bearish stance.
A calm index close hides a sharp one-day breadth collapse from 40% to 15%, signaling distribution.
Public AI-safety pushback and a researcher resignation trigger a flight from chips into cybersecurity software.
GLW, TER, and COHR plunge over 12% while CRWD, PANW, and RPD post double-digit gains, led by RPD's 19.67% spike.
Relative volume of 2.5x-3.4x average and clustered D9M, 2LYNCH, and Darvas signals confirm real accumulation, not a retail chase.
The rally is powerful but concentrated in a handful of names, leaving broader market breadth in the shadows.
NTSK and KR extend gains after-hours while GLW is hit with a stock offering; Empire State Manufacturing and a 20-year bond reopening are on deck.
Key breakout levels on CRWD, PANW, and NET, plus binary bull/bear scenarios tied to oil, yields, and breadth.
CRT and T3A codes guide position sizing into Wednesday's Fed decision amid a fragile, concentrated rally.
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Daily bars through Sep 14, 2026.
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Daily bars through Sep 14, 2026.
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Daily bars through Sep 14, 2026.
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Daily bars through Sep 14, 2026.
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Daily bars through Sep 14, 2026.
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Daily bars through Sep 14, 2026.
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Daily bars through Sep 14, 2026.
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Daily bars through Sep 14, 2026.
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Daily bars through Sep 14, 2026.
See NET 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 14, 2026.
