Audio could not be loaded. Open the file directly.
NVIDIA’s blowout earnings send futures soaring, but a collapse in market breadth from 74% to 37% keeps the official regime call at Cautious. The team breaks down the bond market’s skepticism, a boxed-in Fed ahead of Jackson Hole, and a stock-picker’s playbook centered on confirmed leaders in tech and energy.
NVIDIA's massive earnings beat drives futures higher, but breadth data keeps the official regime call at Cautious.
Flat yields signal bonds see NVDA as stock-specific, while firm jobs data and hot core PCE box in the Fed ahead of Jackson Hole.
Stocks above the 20-day average crater from 74% to 37% in one session as tech concentration and a potential semiconductor tariff raise risk.
CrowdStrike, Salesforce, and Dollar General post strong beat-and-raise results while Energy quietly emerges as a non-tech leadership pocket.
Energy-heavy Continuation scan names, CRT and T3A action codes, and a scenario plan for gap-up versus gap-down into tomorrow's Fed keynote.
See NVDA in WaveFinder. Sign in with your email, and new accounts are free and take about 30 seconds.
Can't reach WaveFinder right now. Your episode is still playing.
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 NVDA in WaveFinder.
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.
Can't reach WaveFinder right now. Your episode is still playing.
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 CRM in WaveFinder.
Daily bars through Aug 27, 2026.
See CRWD in WaveFinder. Sign in with your email, and new accounts are free and take about 30 seconds.
Can't reach WaveFinder right now. Your episode is still playing.
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 CRWD in WaveFinder.
Daily bars through Aug 27, 2026.
See DG in WaveFinder. Sign in with your email, and new accounts are free and take about 30 seconds.
Can't reach WaveFinder right now. Your episode is still playing.
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 DG in WaveFinder.
Daily bars through Aug 27, 2026.
See DINO in WaveFinder. Sign in with your email, and new accounts are free and take about 30 seconds.
Can't reach WaveFinder right now. Your episode is still playing.
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 DINO in WaveFinder.
Daily bars through Aug 27, 2026.
See CVI in WaveFinder. Sign in with your email, and new accounts are free and take about 30 seconds.
Can't reach WaveFinder right now. Your episode is still playing.
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 CVI in WaveFinder.
Daily bars through Aug 27, 2026.
See ITT in WaveFinder. Sign in with your email, and new accounts are free and take about 30 seconds.
Can't reach WaveFinder right now. Your episode is still playing.
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 ITT in WaveFinder.
Daily bars through Aug 27, 2026.
See MDGL in WaveFinder. Sign in with your email, and new accounts are free and take about 30 seconds.
Can't reach WaveFinder right now. Your episode is still playing.
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 MDGL in WaveFinder.
Daily bars through Aug 27, 2026.
