Midday Market
Midday Wave #79: One Stock Rally, Real Breadth Collapse – Friday 7/31/2026
0:004:41
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Episode summary
Google’s six-percent surge is masking a violent single-day breakdown in market breadth, with the twenty-SMA measure collapsing thirty-three points and sentiment flipping from Very Bullish to Bearish. The team separates real signal from noise — confirmed guidance winners like COHU and CCJ, a standout institutional setup in MAIR, versus a leveraged Google complex propping up an otherwise cracking tape.