Stock Market Update: Software Leads, Chips Lag
Summary
Hollow Point Trading shares a deep dive into Friday’s market bounce, where software gained while semiconductors lagged. The update examines QQQ, SPY and SPX, market breadth, sector trends, Micron, a stock watchlist, and macro signals including Treasury yields and the dollar—helping the community assess whether leadership is broadening or the indexes are masking a split.
https://youtu.be/JN8TAqnQqUs
Stock Market Update: The Bounce Is Hiding a Split—Who Leads Next?
Friday's bounce had a different engine. Software gained while semiconductors lagged. Is leadership broadening, or is the index masking a split?
October 9, 2026 Saturday deep dive: QQQ, SPY and SPX; RSP and breadth; NDFI and S5FI; software versus chips; the sector scan; a stock watchlist; Micron; Treasury yields, the dollar, commodities, inflati...
