Back to Podcast
Power Hour #59 Bullish

Power Hour #59: The 27-Point Breadth Explosion: Regime Confirmed – Friday 6/12/2026

June 12, 2026 3:23
Episode Summary
The market has flipped into a confirmed bullish regime following a massive 27-point breadth explosion. Host and Analyst break down the sector rotation, identifying Financials as the new leader while Comm Services collapses. The episode provides a concrete action plan: hold FN, cut ADBE, and enter SHAZ, with a strict 60% participation threshold as the fail-safe for tomorrow.
Key Takeaways
  • Breadth above 20-day SMA surged 27 points to 63%.
  • Financials and Staples hit 100th percentile ATR strength.
  • FN and HUM show strong institutional continuation signals.
  • ADBE down 7.3% on downgrade, watch for dip buy.
  • SHAZ rallies 13% on Nvidia AI collaboration news.
0:00 / 3:23

Power Hour Brief: June 12, 2026

Regime Check — Where Are We Now?

  • Breadth Explosion: Market breadth has shifted dramatically from yesterday, with the percentage of stocks above the 20-day SMA surging 27.0 percentage points to 63%.
  • Sector Rotation: Financials and Consumer Staples are leading with 100th percentile ATR strength, while Communication Services is falling at -0.49, indicating a defensive-to-cyclical rotation.
  • Market Character: This is a high-conviction trending day where the 40-day SMA participation rose 3.9 percentage points, confirming a sustained bullish regime rather than a choppy reversal.

Strategy Signals — Continuation, Reversal & SIP

  • Continuation (2LYNCH): Look for FN ($613.52) to extend its 5.4% gain; it shows institutional backing with 0.9 RVOL and sits in the Electronics sector.
  • Reversal Setup: ADBE ($202.79) is down 7.3% on an Evercore downgrade but shows a 2.6 RVOL, presenting a potential “Buy The Dip” (BTFD) setup if it stabilizes near the 51.4% risk level.
  • SIP Alert: SHAZ ($71.51) is the top SIP mover with a 13.26% gain on an AI collaboration with Nvidia, while PFSA ($0.27) is failing on negative MDR news.
  • Action Code: Deploy PLASTICS (Sector Winners) as Financials (RSPF) and Consumer Staples (RSPS) hit maximum percentile ranks, signaling capital flow into defensive growth.

Closing Playbook — What To Do Now

  • Close Positions: Trim or exit any long positions in ADBE if price fails to hold the $200 psychological level, as the 7.3% drop suggests further downside risk.
  • Enter Setup: Enter a partial position in FN ($613.52) or HUM ($377.34) if they hold current levels, targeting a close above their intraday highs with 0.9+ RVOL confirmation.
  • Key Level: While SPY data is unavailable, the 63% breadth reading suggests the market is above its short-term average; a break below the 20-day SMA participation (63%) tomorrow would signal a regime failure.

Tomorrow’s Early Look

  • Catalyst Watch: Monitor overnight volume for SHAZ ($71.51) to see if the Nvidia collaboration news sustains momentum into the pre-market session.
  • Setup Forming: TDAC ($10.73) is showing a massive 6.9 RVOL reversal signal; watch for a break above $11.00 to confirm a trend change from the 0.1% flat open.
  • Regime Outlook: If the 20-day SMA participation holds above 60% tomorrow, the “BTFD” (Buy The Dip) strategy remains valid for sectors like Financials and Health Care.
Share:

Find momentum stocks in milliseconds

Try WaveFinder