Active Investing Edge Mentoring for 06/17/2026

June 17, 2026

Active Investing Edge

By Geoff Bysshe

Video Summary:

Geoff centers this session on the market's intense focus on the first FOMC meeting and press conference led by the new Fed chair, analyzing how his debut might impact market resilience. Geoff explains the significance of yesterday's negative signals—specifically the decisive closes below prior day lows in the SPY, QQQ, and SMH—and what this shift means for short-term bias. A primary focus for Geoff is a masterclass in filtering the semiconductor sector to find "relative strength leaders" like AMKR, Click, and AAT, which bucked the broader sell-off and landed on significant support levels. Tactically, Geoff breaks down the mechanics of "buying the dip" with disciplined position sizing, using stocks like Palantir and Moderna to illustrate the difference between picking bottoms at rock-solid support and chasing extended moves.

Session Highlights & Chapters:

  1. SESSION HIGHLIGHTS:
  2. [The Walsh Fed Litmus Test] (00:00:00) - Understand why the market is hyper-focused on the new Fed chair’s first press conference and how to use the Established FOMC range to define the market's next major move.
  3. [The DECISIVE Reversal Signal] (00:08:45) - Geoff details why the close below yesterday's low in major indices is a "first" since the 50-day moving average bounce and marks a shift into a more cautious, choppy environment.
  4. [Semiconductor Resilience Filter] (00:42:30) - Learn the process of sorting leading groups after a "smashed" session to identify stocks that didn't get hit as hard and are likely to lead the next leg higher.
  5. [Tactical Scaling and Position Sizing] (01:12:15) - Geoff demonstrates how to use ATR-based stops and scaled exits to reduce risk on volatile setups, using Palantir as a primary example of balancing risk against multi-year support.

  6. VIDEO CHAPTERS:
  7. [Opening Analysis: FOMC & The New Fed Chair] (00:00:00) - Assessing the market's "less resilient" posture ahead of the pivotal FOMC press conference.
  8. [Index Breakdown: Reversal at Predictable Points] (00:06:45) - Analyzing the technical rollover in the Spies, Qs, and SMH and identifying the new support zones.
  9. [Intermarket Roadmap: Bonds vs. Stocks] (00:18:30) - Evaluating the breakout in TLT and its implications for interest rates and the "flight to safety" narrative.
  10. [Semiconductor Deep Dive & Sorting Process] (00:35:15) - A technical walkthrough of the semi-sector to find leaders like AMKR and Intel that are bucking the downtrend.
  11. [Strategic Entries: AMKR & AAT Case Studies] (01:05:00) - How to identify inflection points and time entries after a sector shakeout using five-minute and daily charts.
  12. [Individual Setups: Palantir, Moderna, and Hood] (01:22:45) - Evaluating speculative turnarounds and bottom-picking opportunities against long-term weekly support.