TT101 DAILY MARKET INTELLIGENCE · ISSUE 65 · 26 SEP 2026
Friday Rebound Holds. High-FCF Buy Zones Stay Strong.
Saturday snapshot based on Friday close. Dated Issue 65 preview. Free members unlock the complete report and actionable research.
Market Regime
SELECTIVE RISK-ON / RATE VOLATILITY / LOCATION FIRST
| Trending | 93 vs 94 | QM+ | 77 · 83% |
| TS Active | 57 · 61% | Median RV | 0.73 |
| Turnover | $183B | Direct New | 4 |
Friday stocks recovered, but Treasury volatility remains the main macro friction. Technology still dominates leadership and short-side pressure is not broadening.
Theme Leadership
| Theme | Status |
|---|---|
| AI Compute / Memory | Strong |
| AI Power / Data-Center Build | Strong |
| AI Networking / Optics | Strong |
| Enterprise AI / Security / Cloud | Strong |
| Refining / Energy | Emerging |
AI compute, power infrastructure and optics remain the core leadership clusters. Refining is the important fresh theme.
PUBLIC RESEARCH EXAMPLE
PWR — strongest convergence
PWR is the cleanest multi-engine setup in Issue 65: CoreWatch M Support + Trending M Support + fresh TT RR(M) 2.7:1. Q2 revenue, free cash flow and backlog all reached record levels.
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The full report includes every favorable-RR name, the complete M Support opportunity set, Direct New discoveries, the full research queue, company story checks, actionable capital-decision table and final desk inference.
Issue 65 member research includes: the complete favorable-RR board, 10+ research-queue names, structural support candidates and the full capital-decision list.
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