COT positioning going into the weekend (data as of Tuesday): S&P 500 (ES): balanced, speculators flipped from net long to slightly net short. Nasdaq (NQ): speculators crowded long, most long since January. Russell 2000 (QR): speculators crowded short. Positioning in large-cap tech and small caps is now at opposite extremes.

Deepvue Leaders heat map sorted by % change today and 20-day volume run rate. A quick way to spot where the strength is. Semis, Tech Hardware & Storage, and Electronic Equipment leading today while Software lags.

Friday's pre-market Top Movers and the catalysts driving the moves. $AKAM leading, up 18% on a seven-year, $11.6 billion cloud infrastructure deal with Anthropic.

$GRAL up 15% today, following through on Monday's gap up. The catalyst: FDA staff found no major concerns with the accuracy, safety, or study design of its Galleri multi-cancer blood test. Pulled straight from the Deepvue AI Terminal.

🤖 @Deepvue MCP - Coming Sooon.

NAAIM Exposure Index at 88.1. Managers pulled back over the past month while breadth weakened, then stepped back in this week. The reading sits near the middle of its historical range.

40/40 screen, built around @PatrickWalker56's framework. 40%+ earnings or sales growth, strong RS, institutional accumulation, and price within 20% of highs. Notable results: $AMD $MRNA $DELL $FSLY $RBRK $FTNT $LITE $TEAM $PLTR $SNOW

The undercut and rally: price dips below a key low, shakes out weak holders, then reclaims the level. It can be a great low-risk entry tactic, and it often produces explosive moves as traders who got shaken out are forced to buy back in. Check out some examples from the Undercut & Rally Model Book preset. 👇

Stage Analysis Dashboard ranked by groups in Stage 2. Just a couple of weeks ago, semiconductors had the fewest stocks in Stage 2 of any group. Now they lead every group with 41% in Stage 2.

Deepvue Leaders screen sorted by 1-month RS. If the market is starting to shape up, the names that held up the best are usually the first to move. $OKTA $AMD $BE $ARM $CVI $GME $HUT $INTC

@Deepvue This top movers + catalyst functionality is SO SICK! End of rant 🤣

Another sick @Deepvue update that I'm starting to use more is the Top Movers dashboard widget. Saw $IONQ was up after hours and immediately found the catalyst.

$MRNA breaking out to new highs today. The follow-through from its highest volume ever print on August 19th after announcing a positive Phase 3 result for its cancer vaccine.

Really excited about Multi-Monitor support coming to @Deepvue soon for the web app. The team did an amazing job on this and its going through final round of testing this week.

Semis are seeing more follow-through so far today while many software names get sold into on the gap up. Bitcoin Miners and Social Media stocks are also showing strength from the open.

This morning's pre-market Top Movers with the catalysts behind the moves. 📈

$TSLA 2025 Base Breakout — Deepvue Model Book preset. 11-week base, higher lows building throughout, 4-day tight flag entry on volume expansion. Ran 24.6% in 20 days.

$SA40MA-NYSE — Stocks above the 40-day MA saw further decline today, even with $QQQ up almost 3%.

Semis on the move today. Several names showing real strength, building the right side of their bases. $ARM $INTC $ALAB $AMD

Deepvue Industry Ranks — sorted by rank change (1M vs 3M). Big rotation into Semis over the past month — up +21 spots from 26 to 5, reclaiming their long-term leadership position. Telecom Services, Autos, and Tech Hardware also moving up the ranks.