Power Hour #113: The 47-Point Flush: Triage Before the Bell – Thursday 9/24/2026

Welcome to wave rider power hour your final hour tactical edge. Let's dive in 82 to 35% in one session That's not a pullback. That's a breath flush 60 minutes to the bell. Let's get tactical Okay, so give me the regime read one line held or shifted shifted defensive Percent above the 20 sm a cratered from 82 to 35 today. That's a 47 point flush 47 points in a day in a day and the 40 sm a slipped in 19.77 percent. That's oversold Wow, so what kind of day is this reversal distribution not a trend day You've got a thin mega cap bid masking broad selling underneath Right and sent in flipped bearish bear 4% cooled from 344 down to 180 Okay, so the regime's defensive. What do we actually do in the next hour? triage treat it like the ER strong vital stay week ones get discharged before overnight Love it. What are we holding? Agilent ticker a 172.35 of 4.3% relative volume 1.2 cleanest trending name on the board What confirms it chips are backing it AMD at 623.50 of 4.4% When health care and tech both hold you trust the leader you trust the leader exactly Okay, what do we cut? Dell 549.42 sentiment tick to minus 1 on an oracle data center delay And bwxt 141.84 sentiment minus 2 on project Jupiter slippage both failing on bad headlines So headline damage not just price right and that's the tell when sentiment breaks with the tape you don't wait What about sectors anything to close outright? Utilities cut it rspu and negative 4.82 a fresh low. It's just broken Yeah, and financials discretionary 0 percentile both of them only tech and health care have seats left in the lifeboat That's a narrow tape super narrow money's crowding into fewer and fewer places Okay, anything to enter late setup One confirmation only CRWAV 8690 there's a JP Morgan upgrade But but it's fading down 2.33 from the open. I needed to reclaim that gap level before I touch it So don't chase it don't chase it reclaim then go What about all these washouts SNX VKTX SNX down 9.2 VKTX down 11.5 both huge volume capitulation candles Falling knives Falling knives you don't grab them you wait for the base in turn same with EFT BLOK Okay, so we hold a cut Dell and bwxt watch CRWAV what changes for tomorrow Watch space and satellite ASTS is at 5998 lifted by a Google Suncatcher headline momentum's forming there Oh interesting new bid emerging emerging. Yeah, and watch whether that oracle delay spreads beyond Dell into other AI Infrastructure names. That's the contagion risk That's the risk meanwhile a above 172.35 keeps the trend intact and CRWAV above 86.90 sets up the follow-through So those two carry forward those two carry forward, but here's the thing any rally treat it with suspicion Until Until the 40 SMA lifts from 19.77. It's like a smoke alarm still beeping after the fires out You don't relax till the reading clears. You don't relax till it clears exactly Okay, that's the war room bottom line. Today's 47 point flush means cut the sentiment broken lagers Hold only confirmed leaders like Agilent and don't trust a bounce until breath actually recovers perfectly said So lock in a trim Dell and bwxt before the bell and watch that 40 SMA reading overnight. We'll see you at the open That's all for today's episode of wave rider power hour your final hour tactical edge. See you next time