Overall Sector and Industry Analysis (EST window analyzed: 2026-01-30 16:00 to 2026-02-03 19:30)
Context note: The data provided is concentrated on 2026-02-03 intraday/after-hours (with a small 2026-01-30 stub for TCGL). I’m emphasizing the most recent 10 sessions via today’s 30-minute price/volume character and how that typically carries into 1–3 day swings.
- Industrials/Infrastructure/Capital Equipment: Broad leadership with persistent late-day accumulation. Notables with high-close breakouts or strong ramps: AGX, EME, PH, CW, TT, TDY, SAIA, STRL, XPO. Volume swells in the 15:30 ET bar and closes near highs are classic 1–3 day continuation tells. ETN, GWW were steadier; FIX had a strong session but a weak after-hours print (caution).
- Transports/Logistics: LTL and asset-light names led: XPO and SAIA closed near highs with expanding volume; CHRW steady; FDX lagged. Pattern favors follow-through in XPO/SAIA over the next 1–3 sessions.
- Defense/Aerospace: Bid remains firm. NOC, CW, TDY all saw late pushes; LMT flat. This group’s late-day strength supports near-term continuation.
- Semis/Components/Optics: Selective leadership. MPWR and LFUS posted strong pushes and high closes. Storage (WDC, STX) and memory (MU) were mixed; optics (COHR, LITE) volatile with LITE staging a late bounce. Expect rotation to favor high-quality leaders (MPWR, LFUS) over laggards.
- Financials/Asset Managers/Specialty Finance: AMP, LPLA and CACC showed strong ramps into the close; healthy risk-on tone in discretionary financials.
- Materials/Chemicals/Metals: SCCO (copper) and NEU (chemicals) bid up; constructive for the industrial cycle.
- Consumer/Other: WDFC advanced; ARKO firmer; CASY stable; RCL quiet. Energy services (LBRT) and alt-energy (BE) were subdued.
Noticeable patterns
– Late-day breakouts and closes at/near highs across multiple industrials and transports (AGX, EME, PH, TT, XPO, SAIA). This “3pm push” pattern often carries momentum 1–3 sessions.
– Selective semis strength (MPWR, LFUS) vs. mixed broad group; look for leader continuation.
– A few caution flags: abrupt after-hours weakness in FIX and POWL suggests event/flow risk in those names despite intraday strength.
Ticker Performance Prediction (next 2–3 days)
Most likely upside continuation (in order of conviction): XPO, EME, MPWR, SAIA, PH, AGX, TT, MOD, NOC, LFUS, LPLA, SCCO.
– Strongest bullish signals (high-close breakouts with volume): XPO, EME, MPWR, SAIA, PH.
Individual Stock Analysis (only those I expect to rise 1–3 days)
AGX
– Key supports (daily zones): 381.2, 377.7, 375.0
– Key resistances (daily zones): 382.0, 385.0, 390.0
– 30-min outlook (2–3 days): Prefer a day-1 dip-and-rip. Pullback to 377–378 that holds, then reclaim 381–382 for continuation toward mid-380s/upper-380s.
– Entries: 377–378 on a controlled pullback; or momentum through 382 with volume.
– Stops: 374.9 (tighter), 373.9 (looser, below demand).
– 1–3 day targets: 385.0, 388.5, 390.0–392.0.
EME
– Supports: 739.4, 737.3, 732.2
– Resistances: 744.8, 750.0, 755.0
– 30-min outlook: High-close bias; look for an early test of 739–740 to set a higher low, then push 745–750.
– Entries: 739–741 pullback; or 745–746 breakout confirmation.
– Stops: 736.5 (tight), 732.0 (structure).
– Targets: 748, 750–752, 755–758.
PH
– Supports: 959–960, 957.5, 955.9
– Resistances: 966.9, 970, 975
– 30-min outlook: Consolidate 959–964, then attempt 967–970 breakout. Momentum likely persists if 960s hold on dips.
– Entries: 959–961 pullback; or through 967 with rising 30-min volume.
– Stops: 955.5 (tight), 952.2 (below day structure).
– Targets: 970, 973–975, 980.
TT
– Supports: 435.3, 434.25, 433.0
– Resistances: 436.14, 437.5, 440.0
– 30-min outlook: Stair-step higher if 435 holds; watch a quick probe under 435 that springs back for a push to 437–439.
– Entries: 434.7–435.4 on dip; or 436.2+ break with confirmation.
– Stops: 432.9 (tight), 431.8 (wider).
– Targets: 437.5, 439.3, 440–441.5.
XPO
– Supports: 170.0, 169.6, 168.3
– Resistances: 174.0, 176.0, 178.0
– 30-min outlook: Strong high close; favor a small morning pullback toward 170–171 that holds, then a breakout through 174 toward upper-170s.
– Entries: 170.5–171.5 on controlled dip; or above 174 with volume expansion.
– Stops: 169.0 (tight), 167.9 (wider).
– Targets: 176.0, 177.8, 179.5–180.0.
MPWR
– Supports: 1166.0, 1164.8, 1148.1
– Resistances: 1174.4, 1180, 1190
– 30-min outlook: Leader behavior; hold 1164–1168 and press 1174–1180. Expect shallow dips to be bought.
– Entries: 1166–1168 pullback; or 1174.5+ breakout.
– Stops: 1158 (tight), 1147.5 (swing).
– Targets: 1179, 1185, 1192–1198.
LFUS
– Supports: 329.8, 327.9, 326.4
– Resistances: 331.9, 333.5, 336.0
– 30-min outlook: Looking for a flag above 328–330 and a push into 333+. Momentum modest but constructive.
– Entries: 329–330 pullback; or 332–333 breakout.
– Stops: 326.0 (tight), 324.9 (wider).
– Targets: 333.5, 335.8, 337.5.
AMP
– Supports: 527.6, 525.5, 523.0
– Resistances: 530.3, 533.0, 535.0
– 30-min outlook: Continuation favored if 525–528 holds. Expect a retest of 530 then 533.
– Entries: 526–527.5 pullback; or through 530.5 with volume.
– Stops: 522.8 (tight), 520.9 (wider).
– Targets: 532.0, 534.5, 536.5.
LPLA
– Supports: 381.9, 381.7, 378.6
– Resistances: 387.2, 390.0, 392.0
– 30-min outlook: Trend continuation if price bases above 382–383, then punches 387–390.
– Entries: 382–383 on dip; or 387.3+ break.
– Stops: 379.0 (tight), 377.8 (wider).
– Targets: 389.5, 391.8, 394.0.
NOC
– Supports: 704.98, 703.9, 701.7
– Resistances: 707.7, 710.0, 715.0
– 30-min outlook: Bid under the tape; look for 705 hold and grind to 710+. Defense bid supports dips being shallow.
– Entries: 704.5–705.5; or 708+ break on rising volume.
– Stops: 701.2 (tight), 699.9 (wider).
– Targets: 710.0, 713.5, 715–717.
SCCO
– Supports: 212.4–212.9, 212.1, 211.5
– Resistances: 213.6, 215.0, 217.0
– 30-min outlook: Copper proxy; steady accumulation. Expect a slow grind higher if 212s hold.
– Entries: 212.4–212.9 pullback; or 213.7+ break.
– Stops: 211.3 (tight), 210.7 (wider).
– Targets: 214.8, 216.0–216.8, 217.8.
SAIA
– Supports: 370.5, 369.6, 368.3
– Resistances: 374.4, 376.0, 380.0
– 30-min outlook: Similar to XPO; buy dips if 369–371 holds; look for push over 374–376.
– Entries: 370.8–371.5; or 374.5+ break confirmation.
– Stops: 368.7 (tight), 367.9 (wider).
– Targets: 376.0, 378.8, 380–382.
MOD
– Supports: 199.5, 196.8, 196.1
– Resistances: 206.0, 210.0, 214.0
– 30-min outlook: Fresh breakout with some after-hours chop; favor a retest of 199–201 that holds, then a drive back to 206+.
– Entries: 199.5–201.0 on constructive pullback; or 206.2+ continuation.
– Stops: 196.4 (tight), 195.8 (event-risk aware).
– Targets: 206.5, 209.8, 213–214.5.
Risk and execution notes
– Many of these set-ups are “buy the first constructive dip” after a high close. Let the first 30–60 minutes define whether pullbacks are controlled (higher-lows, declining pullback volume).
– If a name gaps above the first resistance, wait for a 5–15 minute consolidation and a higher low to avoid chasing.
– For ATR-based targets without a 14-day ATR on hand, I anchored targets near visible resistances and typical 0.5–1.0x of today’s intraday expansion; adjust sizing to account for volatility.
– Names with after-hours fades (e.g., FIX, POWL) are excluded from the long-biased list for the next 2–3 days until they reclaim key levels intraday.
Summary of likely upside in 2–3 days: XPO, EME, MPWR, SAIA, PH (top tier), followed by AGX, TT, MOD, NOC, LFUS, LPLA, SCCO.