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Despite every major average closing green Friday, breadth deteriorated and the regime stayed Bearish. The hosts break down why the rally is narrow and chip-driven, spotlight key earnings movers like MSFT, AKAM, and COST, and lay out the watchlist and catalysts heading into Wednesday’s PCE report.
Every major average closed higher Friday, but the Bearish regime call held into the close.
Percent of stocks above the 20-day fell even as the index rallied, exposing a resilient headline over a rotting core.
Semiconductor strength drove nearly all 21 continuation signals, showing just how narrow the rally really is.
No reversal signals fired, meaning there's no evidence the broad market has actually bottomed.
A cloud mega-deal lifts MSFT and AKAM, COST beats on fundamentals, and META cools off after its AI run.
Monday is quiet, but Wednesday's PCE, ADP, and GDP data are the real test for rate odds and breadth.
Specific entry, stop, and target levels for CRDO, QCOM, and ON, plus the crude and 10-year thresholds that flip the regime.
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Daily bars through Sep 25, 2026.
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Daily bars through Sep 25, 2026.
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Daily bars through Sep 25, 2026.
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Daily bars through Sep 25, 2026.
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Daily bars through Sep 25, 2026.
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Daily bars through Sep 25, 2026.
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Daily bars through Sep 25, 2026.
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Daily bars through Sep 25, 2026.
See META 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 25, 2026.
See QCOM 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 25, 2026.
See ON 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 25, 2026.
