Power Hour #104: Trap-Day Alert: Tech Hides Cracking Breadth – Friday 9/11/2026

Episode summary

Sentiment flipped bullish overnight, but breadth is quietly fading into the close, with only Tech and a Building & Electronics cluster carrying the tape. The team breaks down what to hold (IESC, ARW, SANM), what to cut (LEU, DSGX, UAL), and which setups—like CMC and continued SANM strength—to watch for confirmation tomorrow.