9/17/2026 Daily Recap: The Bulls second wind?
- NAAIM came in at 72 today so we have some money on the sidelines if this is going to grow some legs.
- $MAGS closing right into all time highs, this group looks like it can start to lead from here.
- $ARKG incredible trend continues. $TXG $TWST $HG $MRNA $TEM
- Refiners non stop daily highs $VLO $DINO $PSX $MPC. Select shippers doing the same $ECO $TNK $INSW $STNG $FRO
- Semiconductors with some fight. $SMTC $QRVO $AMD $INTC.
- Memory names find a bid along the 50sma. $MU $SNDK.
- Software names shaping up well $PLTR $CRM $TEAM $NOW.
- $DELL $HPE $HPQ still with plenty of strength!
- Cyber names gap down but find a bid back into new highs. $CRWD $OKTA $PANW $NET $RBRK
- One day at a time but you have to be encouraged by the resilience of this market.
- In an ideal world this chop ends soon, but before jumping for joy I still need to find myself in more names.