Power Hour #4: AI Whiplash: When the Growth Story Becomes the Fear Story – Friday 2/27/2026

Episode summary

One layoff announcement from Block triggered a market-wide narrative flip — turning AI from tailwind to headwind in a single session. The hosts break down the breadth deterioration, defensive rotation, and S&P 500 50-day moving average breakdown that signal real stress beneath the surface. With 123 reversal setups versus just 10 continuation signals, the episode makes the case that right now, discipline means waiting.