TITLE: Post-Fed Earnings Tests, Big-Tech Rotation, and Risk-Defined Breakout Setups (10-29-2026)
VIDEO SUMMARY: (FIRST POV Geoff)Geoff stated that the market showed little direct reaction to the Fed, making the overnight response to Google and Microsoft earnings a more meaningful …
TITLE: Fed Inflection Points, Crude Risk, and Opening Range Plans for Semiconductors and Biotech (10-28-2026)
VIDEO SUMMARY: (FIRST POV Geoff)Geoff framed the session around the Federal Reserve’s expected rate decision, Chair Warsh’s comments, and Google and Microsoft earnings, while …
TITLE: AI Skepticism Meets Key Support: SMH Breadth, Earnings Reactions, and Tactical Risk Levels (10-27-2026)
VIDEO SUMMARY: (FIRST POV Geoff)Geoff framed the market around investors’ reluctance to pay for expected artificial-intelligence growth, despite his belief that AI will drive …
TITLE: Tech Earnings Pressure, Bond Strength, Crude Risk, and Rotation Into Resilient Sectors (10-23-2026)
VIDEO SUMMARY: (FIRST POV Geoff)Geoff framed the market around three competing signals: technology shares were under pressure during earnings season, TLT had rallied through its …
TITLE: Crude Oil Pressure, Semiconductor Inflection Levels, and Patient Entries in a Consolidating Market (10-21-2026)
VIDEO SUMMARY: (FIRST POV Geoff)Geoff explained that crude oil remained a significant influence on stocks, with USO’s intraday direction often inversely reflected in SPY …
TITLE: Crude Oil Headwinds, Market Inflection Levels, And Selective Stock Entries (10-20-2026)
VIDEO SUMMARY: (FIRST POV Geoff)Geoff explained how crude oil’s strong uptrend acted as a headwind for stocks when USO broke higher, and why crude, bonds, breadth, and …
TITLE: Bond Strength, Broad-Market Resilience, And Tactical Entries In Semiconductors And Mega-Cap Technology (10-19-2026)
VIDEO SUMMARY: (FIRST POV Geoff)Geoff explained that rising bonds alongside pressure in the S&P 500 and Nasdaq can signal risk aversion, but strength in the …
TITLE: Market Rebound Tests Key Support as Semiconductors, Bonds, Crude Oil, and Equal-Weight Strength Diverge (10-19-2026)
VIDEO SUMMARY: (FIRST POV Geoff)Geoff opened with a recovery framework for the S&P futures, emphasizing the 100-day moving average, nearby prior highs and …
TITLE: A Market Pullback, Not Yet a Bear Market: Semiconductors, Bonds, Oil, and Risk Levels (10-16-2026)
VIDEO SUMMARY: (FIRST POV Geoff)Geoff characterized the week as a market pullback rather than evidence of a broad bear market, pointing to the …
TITLE: Hotter Inflation Tests Market Support as Semiconductors, Banks, and Mega-Cap Leaders Diverge (10-14-2026)
VIDEO SUMMARY: (FIRST POV Geoff)Geoff assessed a market pressured by a slightly hotter-than-expected CPI reading and weak bank reactions to earnings, while the S&P 500 …