What To Watch With Indexes On The Cusp Of A Power Trend; Seagate, Moog, Heartflow In Focus
Summary
Hosts Alyssa Corman and Mike Webster analyze the S&P 500 and Nasdaq’s potential entry into a "power trend," noting strong performance in equal-weighted ETFs like the RSP despite choppy individual stock action. They highlight NVIDIA’s robust fundamentals and compare chip stocks like Micron and SanDisk using relative strength metrics. The episode also covers breakouts in defense stock Moog and medical AI firm HeartFlow, advising patience for better entry points while monitoring key technical levels and moving averages.
Topics discussed
Introduction and market overview
Market pause and power trend definition
Follow-through day and sector rotation
Tech sector analysis and ETF strategies
Chip stocks: Nvidia, Micron, and STX
Aerospace and defense stock analysis
HeartFlow earnings breakout and entry strategy
Weekly index charts and regression lines
Custom indicators: Webby RSI and pullbacks
Stock selection screening and ETF allocation
Personal update: Baby Chloe's milestones
Building a watchlist and managing FOMO
Workshop announcement and episode wrap-up
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