Scanning Markets Before A Follow Through Day

Market context & key setup (follow-through day / tape-reading)

S&P 500 (S&P 500 / S&Ps)

• The market closed at the highs.
• It was described as the “upper bound of the weekly expected move.”

NASDAQ focus: follow-through day on day 4+

• The presenter is watching for a “follow-through day” on day four or beyond of the current rally attempt.
• Stated timeline:
  • Day 1–3 already occurred
  • “Tomorrow is four.”
• Expectation:
  • The NASDAQ may check back for a higher low, then deliver follow-through on day 5 or later.

Tech leadership context (“MAG 7” strength, but possible rest/pullback)

• General expectation: the leaders may show some pullback / “resting bar” behavior.
• Mentioned examples:
  • Nvidia rallied to highs.
  • Amazon at highs, but Bezos selling ~$4B; Amazon gapped down after hours.
  • Google rallied to highs.
  • Meta had an impressive day.
  • Microsoft also rallied to highs.

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Hourly/daily level notes (chart levels referenced)

Note: exact current prices weren’t consistently provided.

S&P / index levels

• A “gap” level near $699 was mentioned, but described as no longer key because the gap is mostly closed.
• A remaining multi-day low “sliver of unfilled gap” was treated as an actionable reference.
  • Finer split referenced around ~695.15, with some potential confusion from subtitles.
• The structural “all-time high” was cited as the key S&P reference.

Microsoft (MSFT)

• Weekly key level: 49,225
• Another referenced round-number area: ~51,150
  • Subtitles were confusing (e.g., “51,150 / 51,50x”), later clarified toward 51,150 / 5115x.
• Downside structure was adjusted to today’s low ~475.

AMD

• Earnings: tomorrow after close
• Level marked at 49,225
• Structure described as “sloppy”
  • The idea was to define a trading range possibly toward lows (additional adjustments were hinted, but not clearly quantified).

Meta (META)

• Identified as a short candidate
• Pattern description:
  • “left, head, right under a neckline”
  • “look above and fail”
• Support context versus the 50-day SMA was mentioned, but without a clean numeric level in the subtitles.

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Sector watch / relative strength & gaps

S&P sector ETFs explicitly mentioned

• XLV: overhead gap; consolidation
• XLF: looks great for an all-time high breakout
• XLI: nice reclaim today
• XLP: still a range
• Utilities: breaking range low
• Real estate (XL? / RE): holding key support
• MAG 7 / gap noted: presented as “all set,” but with a caveat that it may need chart maintenance

Technology ETFs & semis / DRAM theme

• IGV: constructive if there’s evidence of acceptance above supply
• XLK (software):
  • Wants price to stay above ~175
  • Hourly condition: “three equal lows” must hold once back above 175
• SMH (semis):
  • Key level referenced around ~545.50
  • Framed as something that needs to “do it tomorrow”
• DRAM / semiconductor analogy:
  • Described as the same trade/setup as SMH
  • Level wasn’t cleanly specified in numeric form.

“Swiss cheese” warning (gap-ridden charts)

• XLC (communication-related; subtitles show “XLC”) was described as extremely gap-ridden and difficult.
• Suggested approach:
  • Pay attention to only a few key gap-related levels.
• Example cited: whether the structure “can we get away with 40 cents” for a gap adjustment (no absolute underlying price provided).

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Core “heads-up” on large-cap names (earnings timing + positioning)

Apple (AAPL)

• Disappointing close.
• Would have preferred a close over VWAP for stronger bullish follow-through.
• Potential plan:
  • A 50-SMA reclaim would be “decent,” but for now: “letting it sit.”

Amazon (AMZN)

• Gap up to all-time highs
• After-hours pullback attributed to Bezos selling.

Meta (META)

• Top short/watch for tomorrow.
• Framed as:
  • best “up against 50 SMA”
  • pattern-based “fade” logic

Intel (INTC)

• Possibly one of the weaker names.
• Described as in a downtrend under key moving averages.
• Preference: short near ~100
  • Rationale: “overhead supply” and it’s “shortable at 100.”
• Compared to prior AMD short behavior (subtitles referenced “beautiful short… off the 50-day Friday of last week”).

Micron (MU)

• Not eager to buy.
• Needs an 8 EMA reclaim conceptually for a more structured retracement.
• Mentioned an overnight/capitulation context tied to a “citadel situation” (not quantified).

Tesla (TSLA)

• No major level changes; wait for stronger/better structure.

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Trade scanning framework (what they’re looking for)

Methodology / process

• Start with index charts
  • Determine whether the market is closing strongly / near expected move
  • Track whether follow-through criteria are met by day count
• Then scan individual tickers
  • Maintain levels: gaps, prior highs/lows, neckline structures, key moving averages
  • Use intraday structure (e.g., VWAP, hourly behavior) to decide if setups are actionable
• Scanner filters
  • Prefer tight daily bars / compelling daily setups
  • Start with a “liquid leaders universe,” then run a second scan with relaxed dollar-volume constraints
  • Align direction with market strength:
    • If market is gaining traction, hesitate to short
    • Otherwise, look for fade/short patterns near moving averages / overhead supply

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Explicit scan results: notable long/watch candidates (earnings-driven)

• Dell (DELL): “one of the leaders,” top priority
• Reddit (RDDT): watching earnings gap fade
  • Notes around staying above ~151.50
  • Mentions possible continuation logic (e.g., inside bar/hammer-type ideas)
• CrowdStrike (CRWD): “great,” but needs tightening for a new entry
• Palo Alto Networks (PANW): “long today” mentioned; likely on radar
• AET: described as a bullish engulfing into earnings tomorrow after close (company identity unclear in subtitles)
• Snowflake (SNOW): continued to act as a leader
• UiPath (PATH): interested if it tightens over ~125.0 (subtitles hinted “12.5” confusion)
• Shopify (SHOP): earnings context noted; strength/base but no immediate action
• DataDog (DDOG): stays on list (watch list maintenance)
• Additional names appear in the list maintenance portion (e.g., Workday, Meta), though ordering is unclear.

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Explicit scan results: notable short/watch candidates (pattern-based)

• Meta (META): primary short/watch for tomorrow
• Intel (INTC): short preference near ~100
• Repeated short logic:
  • “Look above and fail”
  • “left-head-right under neckline”
  • short weaker names under key moving averages

Examples described as “looks terrible / short-like” (not necessarily final calls):

• AXTI: ugly action after earnings-related gap behavior
• SMCI: “getting tight” but not a perfect setup (more “not a setup” than a call)
• Various data center / cooling / infrastructure names referenced as possible shorts if conditions align.

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Specific forward-looking cautions & timing

Earnings risk management

• Central caution: avoid initiating new positions when earnings gap risk is imminent.
• Explicit example: AMD (earnings tomorrow after close), with the general rule applied elsewhere.

Follow-through timing probability framing

• If MAG 7 pull back (Amazon/Meta/Microsoft/Google), the presenter expects follow-through to potentially shift from a “follow-through day” into more of a “resting day.”
• Desired scenario:
  • follow-through day late week (framed as Wednesday / Thursday / Friday).

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Disclosures / disclaimers

• No explicit “not financial advice” disclaimer was noted in the provided subtitles.

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Presenters / sources (mentioned at end)

• Presenter: “Trade Brigade”
  • Referred to as running a “nightly routine.”
  • No individual name was provided in the subtitles.