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Power Hour #66 Neutral

Power Hour #66: Rotational Chop: Solid Foundation, Crumbling Upper Floors – Wednesday 6/24/2026

June 24, 2026 3:30
Episode Summary
The market is experiencing rotational chop as long-term trends hold while short-term momentum collapses. Analysts identify Health Care and Materials as leaders, Energy as the sector to cut, and set the 57% SMA participation mark as the critical regime shift trigger.
Key Takeaways
  • Health Care and Materials hit 100th percentile strength today
  • Energy sector remains the weakest performer at -2.21 value
  • MELI and REAL lead continuation signals with strong volume
  • Short-term momentum fading as 20 SMA participation drops 6%
  • Broadcom and OpenAI partnership drives AVGO sentiment higher
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Power Hour Brief: June 24, 2026

Regime Check — Where Are We Now?

Market breadth is diverging sharply, with bullish sentiment at 4% but the 40-day SMA participation rising to 60.4% while the 20-day SMA participation drops to 50%.

  • Breadth Direction: The 40-day SMA participation expanded by 2.9 percentage points to 60.4%, yet the 20-day SMA participation contracted by 6.0 points to 50%, signaling a loss of short-term momentum.
  • Leading Sector: Health Care (RSPH) is the standout leader at a 100th percentile rank with a value of 2.37, while Energy (RSPG) remains the weakest sector at a 5th percentile rank of -2.21.
  • Market Character: Today exhibits a “rotational chop” pattern where long-term trends (40 SMA) hold firm while short-term traders (20 SMA) are exiting, creating a fragmented trading environment.

Strategy Signals — Continuation, Reversal & SIP

Continuation signals are dominated by Retail and Building sectors, while reversal setups are emerging in Energy and Financials despite the lack of major index data.

  • Strongest Continuation (2LYNCH): MELI leads with a 5.8% gain and 1.0 RVOL at $1675.06, followed closely by REAL surging 6.7% at $13.02 with a 0.6 RVOL.
  • Strongest Reversal Setup: AMBQ shows a potential reversal bounce with a 2.7% gain and high 2.8 RVOL at $81.90, while XPRO attempts a bottom at $13.05 with 2.6 RVOL despite a -2.6% drop.
  • SIP Leaders: AVGO (Broadcom) is holding support at $380.15 following news of a partnership with OpenAI, while DAKT trades at $20.11 after reporting better-than-expected Q4 results.
  • Action Code: PLASTICS is the primary code today; Health Care (2.37) and Materials (0.91) are hitting 100th percentile ranks, indicating a sector-specific rotation away from Energy.

Closing Playbook — What To Do Now

With index data unavailable, focus on sector strength and individual stock momentum to guide final trades before the bell.

  • Close Positions: Consider closing any short positions in Health Care or Materials as these sectors are hitting 100th percentile strength, and reduce exposure to Energy names given the -2.21 sector value.
  • Enter if Confirmed: Watch for a close above $1675.06 for MELI or $309.02 for VMC to confirm a continuation breakout into the close, as both show strong institutional interest.
  • Key Level: Since SPY/QQQ/IWM data is unavailable, monitor the 60.4% 40-day SMA participation level; if this drops below 57% tomorrow, it confirms a full regime shift to bearish short-term momentum.

Tomorrow’s Early Look

Expect volatility to persist as the market digests the divergence between long-term support and short-term weakness.

  • Overnight Catalyst: Watch for any post-market updates on the AVGO and OpenAI partnership or further developments on the INMD acquisition proposal received today.
  • Setup Forming: TECK is forming a potential reversal base at $57.40 with a -3.7% drop and 1.3 RVOL; a reclaim of $58.00 could trigger a swing entry.
  • Regime Outlook: If the 20-day SMA participation remains below 50% tomorrow, the “choppy” regime will likely continue, favoring sector-specific plays (PLASTICS) over broad index exposure.
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