9/1/2026 Daily Recap: Agriculture leads, Semis lag? - $MOO $DBA continue out to new highs. $DE on the list of leaders - Fertilizers also trending $NTR $CF - Oil and gas stocks trend higher. $CVX $XOM $PBF $VLO $MPC $PSX. No setup here for me to buy but the group is acting fantastic $XLE - $DELL reported after the close but prior to the report we were down 6.8% - $PANW $CRWD $NET $FTNT wide and loose action from cyber security names. Also, Palo Alto reported after the close and now down 7.5% from yesterdays close. - $MDB down 14% after their report - $CRDO down double digits. - $MU $SNDK reject on a resistance gap and the 50sma. - Metals continue to come under pressure $GLD $GDX $COPX $SLV - Market is a bit washed out so I would be more on the cautious side for new shorts into weakness. - IF shorting is your cup of tea, short into supply and not chasing weakness (resistance gaps, falling key moving avgs etc..) - This is not the environment to "make back losses." so if you are struggling, SIZE DOWN!