Power Hour

Power Hour #100: Bullish Tag, Bearish Internals: The Closing Bell Playbook – Friday 9/4/2026

Episode 1004:04

0:004:04

Episode summary

Sentiment still reads Bullish, but breadth is quietly caving — percent above the 20-day fell six points in a single session. The hosts break down what to hold, what to cut, and how to position for a defensive open tomorrow.

Chapter by chapter

Bullish Tag Hides a Breadth Flip

Sentiment stays Bullish but percent-above-20-day and Bull 4% counts collapse, signaling a choppy risk-off session.

Hold TITN and SNDK, Cut the Fading Beats

Leaders TITN and SNDK get held at starter size while earnings beats CURV and BBCP get cut despite good news.

DOCU Setup and the FICO Falling Knife

DOCU offers a clean late reversal entry while FICO's steep drop is flagged as a falling knife unless it reclaims levels.

Rates as Tomorrow's Catalyst

Overnight yields become the key catalyst, with AGCO, TITN, and DOCU continuations conditional on holding key levels.

Two Days of Narrowing Breadth

Back-to-back breadth deterioration points to a defense-and-selectivity session rather than aggressive positioning.

Key points

  • Bullish sentiment tags can mask deteriorating internals — percent above the 20-day dropped six points in one session.
  • Hold confirmed leaders like TITN and SNDK, but at reduced (starter) size given weak breadth.
  • Earnings beats that fade intraday (CURV, BBCP) rarely follow through the next day in a contracting tape.
  • Tomorrow's setups (AGCO, TITN, DOCU) are all conditional on holding key levels — no confirmation, no trade.
  • Two straight days of narrowing breadth means tomorrow calls for defense and selectivity, not aggression.

Ticker charts

TITN

Open in app
SMAUp (filled)Down (hollow)

Use left and right arrows to move through history, plus and minus to zoom, ] and [ to open the next and previous event, Escape to close its card, Enter to open TITN in WaveFinder.

Daily bars through Sep 4, 2026.

SNDK

Open in app
SMAUp (filled)Down (hollow)

Use left and right arrows to move through history, plus and minus to zoom, ] and [ to open the next and previous event, Escape to close its card, Enter to open SNDK in WaveFinder.

Daily bars through Sep 4, 2026.

CURV

Open in app
SMAUp (filled)Down (hollow)

Use left and right arrows to move through history, plus and minus to zoom, ] and [ to open the next and previous event, Escape to close its card, Enter to open CURV in WaveFinder.

Daily bars through Sep 4, 2026.

BBCP

Open in app
SMAUp (filled)Down (hollow)

Use left and right arrows to move through history, plus and minus to zoom, ] and [ to open the next and previous event, Escape to close its card, Enter to open BBCP in WaveFinder.

Daily bars through Sep 4, 2026.

DOCU

Open in app
SMAUp (filled)Down (hollow)

Use left and right arrows to move through history, plus and minus to zoom, ] and [ to open the next and previous event, Escape to close its card, Enter to open DOCU in WaveFinder.

Daily bars through Sep 4, 2026.

FICO

Open in app
SMAUp (filled)Down (hollow)

Use left and right arrows to move through history, plus and minus to zoom, ] and [ to open the next and previous event, Escape to close its card, Enter to open FICO in WaveFinder.

Daily bars through Sep 4, 2026.

GPOR

Open in app
SMAUp (filled)Down (hollow)

Use left and right arrows to move through history, plus and minus to zoom, ] and [ to open the next and previous event, Escape to close its card, Enter to open GPOR in WaveFinder.

Daily bars through Sep 4, 2026.

AGCO

Open in app
SMAUp (filled)Down (hollow)

Use left and right arrows to move through history, plus and minus to zoom, ] and [ to open the next and previous event, Escape to close its card, Enter to open AGCO in WaveFinder.

Daily bars through Sep 4, 2026.

NOW

Open in app
SMAUp (filled)Down (hollow)

Use left and right arrows to move through history, plus and minus to zoom, ] and [ to open the next and previous event, Escape to close its card, Enter to open NOW in WaveFinder.

Daily bars through Sep 4, 2026.

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