Late-day $SPX heatmap vs the open.

Still sold: NVDA −3.3 AVGO −4.7 MU −5.1 INTC −5.5 MRVL −7.2

Tools: LRCX −8.2 AMAT −7.1

ORCL −4.0 (duration, not Office)

Bought harder: CRWD +13.9 PANW +13.3

MSFT +2.1 GOOGL +3.2 META +2.8 NFLX +3.8 PLTR +3.8Faded refuge: XOM now −0.8 (was green a.m.)

New bruise: BAC −5.1Same sentence as 10 a.m. Louder.

[NOT FINANCIAL ADVICE, DYOR!]

Posted Sep 14, 2026, 8:03 PM UTC