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A blowout jobs report has flipped rate-cut expectations into hike odds ahead of Thursday’s critical CPI print, splitting the market into a two-speed tape of surging memory chips and battered software. The hosts break down the macro shock, the sector divergence, and a disciplined playbook of continuation names and a geopolitical hedge for trading into the print.
Nonfarm payrolls triple consensus, sending hike odds sharply higher and upending the rate-cut narrative.
CPI and PPI set up as the decisive catalyst, with hawkish Fed dissents and 'sustained inflation' framing in focus.
The tape splits into two speeds: memory and storage names rally hard while rate-sensitive software gets crushed.
20-day breadth ticks higher for two straight sessions, though it's not yet a green light, alongside rising Treasury yields and a firmer dollar.
Two action codes: position ahead of the catalyst, and use sized, controlled risk given the choppy two-speed tape.
Memory trio SNDK, MU, WDC lead the continuation basket, with OXY as a geopolitical hedge and DOCU as a rare software bright spot.
Scenario planning for Thursday's CPI reaction, from leaning into memory strength to defensive positioning on a gap down.
See SNDK 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 4, 2026.
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Daily bars through Sep 4, 2026.
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Daily bars through Sep 4, 2026.
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Daily bars through Sep 4, 2026.
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Daily bars through Sep 4, 2026.
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Daily bars through Sep 4, 2026.
See ZS 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 4, 2026.
See OXY 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 4, 2026.
See DOCU 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 4, 2026.
