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With index data down, the hosts dig into the tape to find the regime has quietly shifted from bullish to choppy-defensive as breadth contracts. They break down what to hold (TSLA, SOFI, KKR, CRM, AGX), what to cut (AVGO, GOLD, GIS), and why energy is rotating in as chips and commodities leak lower.
Percent above the 20-day SMA drops from 17 to 11, signaling a shift to choppy-defensive despite a healthy-looking bull-bear count.
SOFI, KKR, and TSLA are flagged as the day's strongest holds, with TSLA confirmed by institutional flag activity.
AVGO, GOLD, and GIS get cut on distribution and earnings misses as energy rotates in via RSPG.
CRM continuation and AGX's rare bullish reversal are named as the only late-entry candidates, with a size-down directive.
TSLA's 381.37 level and AGX's 421 level are set as tomorrow's key tells, with a sell-the-rip mindset until breadth confirms.
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Daily bars through Sep 3, 2026.
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Daily bars through Sep 3, 2026.
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Daily bars through Sep 3, 2026.
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Daily bars through Sep 3, 2026.
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Daily bars through Sep 3, 2026.
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Daily bars through Sep 3, 2026.
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Daily bars through Sep 3, 2026.
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Daily bars through Sep 3, 2026.
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Daily bars through Sep 3, 2026.
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Daily bars through Aug 27, 2026.
See CRM 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 3, 2026.
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Daily bars through Sep 3, 2026.
