Power Hour

Power Hour #113: The 47-Point Flush: Triage Before the Bell – Thursday 9/24/2026

Episode 1134:24

0:004:24

Episode summary

Breadth collapsed from 82% to 35% above the 20 SMA in a single session, flipping the market to a defensive, oversold regime. The analyst walks through a final-hour triage plan — holding confirmed leaders like Agilent, cutting sentiment-broken names like DELL and BWXT, and flagging ASTS and CRWV as the setups to watch into tomorrow.

Chapter by chapter

The 47-Point Breadth Flush

Breadth craters from 82% to 35% above the 20 SMA as the 40 SMA drops to oversold levels and sentiment flips bearish.

ER-Style Triage Begins

The analyst frames the final hour as ER triage, separating strong vitals from names to discharge before the close.

Holding the Leader: Agilent

Agilent is confirmed as the cleanest trending name, backed by strength in AMD and chips.

Cutting DELL and BWXT

DELL and BWXT are dropped on negative sentiment shifts tied to an Oracle data-center delay and Project Jupiter slippage.

Sectors: Utilities Cut, Narrow Leadership

Utilities are closed outright and financials/discretionary sit at zero percentile, leaving only tech and health care in play.

CRWV Watch and Falling Knives

CRWV needs a gap reclaim before entry, while capitulation names like SNX and VKTX are avoided until they base and turn.

ASTS Momentum and Contagion Risk

ASTS emerges on a Google Suncatcher headline while the team watches whether the Oracle-driven delay spreads across AI-infrastructure names.

Levels to Carry Forward

Agilent above 172.35 and CRWV above 86.90 remain the key levels, with any rally treated skeptically until the 40 SMA recovers.

Key points

  • Breadth flushed 47 points in a single session (82% to 35% above the 20 SMA), signaling a shift to a defensive, distribution-style regime.
  • Triage the close: hold confirmed leaders like Agilent (confirmed by strength in AMD), cut names where sentiment breaks alongside price like DELL and BWXT.
  • Leadership is extremely narrow — only tech and health care remain viable, while utilities, financials, and discretionary are effectively shut out.
  • Avoid chasing fading setups (CRWV) or catching falling knives (SNX, VKTX) — wait for reclaim or base-and-turn confirmation.
  • Don't trust any bounce until the 40 SMA lifts off its oversold 19.77% reading; watch ASTS for new momentum and monitor Oracle-related contagion risk.

Ticker charts

A

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 A in WaveFinder.

Daily bars through Sep 24, 2026.

AMD

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 AMD in WaveFinder.

Daily bars through Sep 24, 2026.

DELL

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 DELL in WaveFinder.

Daily bars through Sep 24, 2026.

BWXT

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 BWXT in WaveFinder.

Daily bars through Sep 24, 2026.

RSPU

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 RSPU in WaveFinder.

Daily bars through Sep 24, 2026.

CRWV

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 CRWV in WaveFinder.

Daily bars through Sep 24, 2026.

SNX

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 SNX in WaveFinder.

Daily bars through Sep 24, 2026.

VKTX

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 VKTX in WaveFinder.

Daily bars through Sep 24, 2026.

EFT

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 EFT in WaveFinder.

Daily bars through Sep 24, 2026.

BLOK

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 BLOK in WaveFinder.

Daily bars through Sep 24, 2026.

ASTS

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 ASTS in WaveFinder.

Daily bars through Sep 24, 2026.

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