Power Hour #114: Breadth Cracks, Trend Holds: The Final Hour Playbook – Friday 9/25/2026

Episode summary

With breadth thinning into the close, the hosts break down why the intermediate trend remains bullish despite a rough-looking tape. They map out which leaders to hold (CRDO, ISRG), which entries to size carefully (MXL), which names to cut before the bell (CHTR, LYB), and what a surge in bond ETFs signals for tomorrow’s rate-sensitive chip trade.