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Despite a 1.1% S&P surge and a 1.7% Nasdaq pop driven by falling yields, the regime call stayed Bearish because breadth barely moved. The team breaks down the narrow, chip-led rally, spotlights the day’s biggest winners and losers, and lays out the exact yield and breadth levels that decide tomorrow’s direction.
The regime stays Bearish at 27.14% even as the S&P, Nasdaq, and SOX rally on falling yields.
A huge Bull/Bear sentiment swing masks flat breadth, revealing a mega-cap-led, not broad-based, rally.
Chip and hardware names like GNRC, INTC, and AMD surge while Financials lag and LEN and FLNC post guidance-driven failures.
Key watchlist triggers for AMD, ARM, HPE, and MU, plus the yield and breadth tripwires that determine the next regime shift.
See GNRC in WaveFinder. Sign in with your email, and new accounts are free and take about 30 seconds.
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Use left and right arrows to move through history, plus and minus to zoom, ] and [ to open the next and previous event, Escape to close its card, Enter to open GNRC in WaveFinder.
Daily bars through Sep 17, 2026.
See INTC in WaveFinder. Sign in with your email, and new accounts are free and take about 30 seconds.
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Use left and right arrows to move through history, plus and minus to zoom, ] and [ to open the next and previous event, Escape to close its card, Enter to open INTC in WaveFinder.
Daily bars through Sep 17, 2026.
See ARM in WaveFinder. Sign in with your email, and new accounts are free and take about 30 seconds.
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Use left and right arrows to move through history, plus and minus to zoom, ] and [ to open the next and previous event, Escape to close its card, Enter to open ARM in WaveFinder.
Daily bars through Sep 17, 2026.
See AMD in WaveFinder. Sign in with your email, and new accounts are free and take about 30 seconds.
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Use left and right arrows to move through history, plus and minus to zoom, ] and [ to open the next and previous event, Escape to close its card, Enter to open AMD in WaveFinder.
Daily bars through Sep 17, 2026.
See SMCI in WaveFinder. Sign in with your email, and new accounts are free and take about 30 seconds.
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Use left and right arrows to move through history, plus and minus to zoom, ] and [ to open the next and previous event, Escape to close its card, Enter to open SMCI in WaveFinder.
Daily bars through Sep 17, 2026.
See HPE in WaveFinder. Sign in with your email, and new accounts are free and take about 30 seconds.
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Use left and right arrows to move through history, plus and minus to zoom, ] and [ to open the next and previous event, Escape to close its card, Enter to open HPE in WaveFinder.
Daily bars through Sep 17, 2026.
See MU in WaveFinder. Sign in with your email, and new accounts are free and take about 30 seconds.
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Use left and right arrows to move through history, plus and minus to zoom, ] and [ to open the next and previous event, Escape to close its card, Enter to open MU in WaveFinder.
Daily bars through Sep 17, 2026.
See LEN in WaveFinder. Sign in with your email, and new accounts are free and take about 30 seconds.
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Use left and right arrows to move through history, plus and minus to zoom, ] and [ to open the next and previous event, Escape to close its card, Enter to open LEN in WaveFinder.
Daily bars through Sep 17, 2026.
See FLNC in WaveFinder. Sign in with your email, and new accounts are free and take about 30 seconds.
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Use left and right arrows to move through history, plus and minus to zoom, ] and [ to open the next and previous event, Escape to close its card, Enter to open FLNC in WaveFinder.
Daily bars through Sep 17, 2026.
