Audio could not be loaded. Open the file directly.
TSM beats and raises but still sinks pre-market as hot PPI and CPI data reignite Fed hike fears, triggering a global tech selloff and a methodical rotation into defensive names. The hosts break down the breadth collapse, the spreading AI-debt stress story, and lay out a patience-first trading plan with specific long and short levels.
TSM beats and raises guidance but sells off anyway as breadth collapses from 30.26% to 24.78% in one session.
A hot PPI print stacked on yesterday's CPI acceleration puts a Fed hike back on the table.
Kospi, Nikkei, and semis tumble as CoreWeave, Dell, and HPE get hit on debt-related downgrades.
Money rotates into health care, staples, and energy while sentiment hits a lopsided 74 bulls to 778 bears.
Falling yields, rising gold, and a strong retail sales report that somehow reads as bearish for stocks.
FHP and COUGAR patience codes, a defensive-only continuation scan, and specific long/short levels for the session.
See TSM 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 TSM in WaveFinder.
Daily bars through Oct 15, 2026.
See CRWV 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 CRWV in WaveFinder.
Daily bars through Oct 15, 2026.
See DELL 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 DELL in WaveFinder.
Daily bars through Oct 15, 2026.
See HPE 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 HPE in WaveFinder.
Daily bars through Oct 15, 2026.
See LLY 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 LLY in WaveFinder.
Daily bars through Oct 15, 2026.
See BRK.B 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 BRK.B in WaveFinder.
Daily bars through Oct 15, 2026.
See CB 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 CB in WaveFinder.
Daily bars through Oct 15, 2026.
See CEG 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 CEG in WaveFinder.
Daily bars through Oct 15, 2026.
