Active Investing Edge Mentoring for August 28, 2026

August 28, 2026

Active Investing Edge

By Geoff Bysshe

TITLE: Tech-Led Breakout Tests Resistance as Fed Speech Shapes TLT, Semiconductors, and Tactical QQQ Risk Management (08-28-2026)

VIDEO SUMMARY: (FIRST POV Geoff)

Geoff evaluated a tech-led market breakout in the S&P 500, Nasdaq 100, NVIDIA, and the QQQs while emphasizing that prior highs, floor-trader pivots, and the 10-day moving average would determine whether the move continued or became a head fake. He compared the stronger Nasdaq setup with mixed breadth in RSP and IWM, then used TLT, gold, the VIX, and the Federal Reserve speech to assess rates, inflation expectations, and market complacency. Geoff explained how USO, SMH, XLE, XLV, and other sectors illustrated the importance of tight, level-based risk and confirmation from Real Motion. His Opportunity Report review covered potential setups in Moss, CF, Palantir, Snowflake, Apple, Amazon, Disney, and others, with preference for breakouts followed by controlled pullbacks. After the speech, Geoff bought QQQ futures, took partial profits near R1, and planned to trail the remaining position while watching for a close-and-continue pattern.

SESSION HIGHLIGHTS:

  1. [00:00:00] Assessing the Tech-Led Breakout: Geoff compared the S&P 500, Nasdaq 100, NVIDIA, and RSP, identifying prior highs and floor-trader pivots as decisive levels while explaining how a breakout could either continue higher or become a tightly defined head fake.
  2. [00:07:44] Rates, Sectors, and Fibonacci Support: Geoff used TLT, USO, XLE, XLV, SMH, and Fibonacci retracement zones to frame support, resistance, and risk, while noting that semiconductor weakness and the upcoming Fed speech could challenge the bullish case.
  3. [00:20:18] Bullish Patterns Before the Speech: Geoff identified bullish compression and head-fake patterns in the QQQs and SPY, but stressed that price structure could not override event risk and that Real Motion was mainly providing confirmation rather than an early warning.
  4. [00:28:05] Opportunity Report and Trade Playbooks: Geoff reviewed potential setups in Moss, CF, networking stocks, LightPath, MP, and Palantir, emphasizing breakouts, pullbacks to the 200-day average, ATR-based stops, and reliable support levels that repeat across trends.
  5. [00:43:37] Stock Setups During the Fed Speech: Geoff monitored Palantir, Visa, Apple, Dell, Snowflake, CrowdStrike, Palo Alto Networks, and other candidates while declining to trade during the speech and favoring confirmation over premature entries.
  6. [01:17:03] Post-Speech Intermarket Confirmation: Geoff reassessed SPY, QQQ, TLT, IWM, SMH, NVIDIA, and the VIX after the speech, looking for synchronized breakouts while using VWAP, opening-range levels, and 721 in QQQ as tactical decision points.
  7. [01:33:54] QQQ Futures Entry and Position Management: Geoff bought QQQ futures after the breakout, added on continuation, sold part of the position near R1, and planned to trail the remainder while watching breadth, reversal risk, and a close-and-continue pattern into Monday.

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