Active Investing Edge Mentoring for August 14, 2026

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TITLE: Stocks Hold Up As Bonds And Oil Test The Rally (08-14-2026)

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VIDEO SUMMARY: (FIRST POV Geoff)

Geoff analyzed a market that remained technically strong while bonds and crude oil introduced important crosscurrents. He reviewed the relationships among USO, TLT, RSP, QQQ, IWM, SMH, and the VIX, explaining how technology continued higher even as rates and oil pressured broader participation. Geoff identified 82.50 in TLT as an important support area and emphasized that a convincing breakdown could become a meaningful market headwind. He also examined weekly “close and continue” patterns in SPY, QQQ, SMH, RSP, and QQEW, noting that the broader charts still supported a bullish interpretation. Geoff demonstrated how pivots, prior highs, opening-range breakouts, VWAP, and five-minute closes could refine entries and risk management. He treated SMH as being at a sensitive juncture near 590–591, while NVIDIA needed confirmation above its prior high. The session concluded with selective reviews of semiconductor, cloud, infrastructure, and software names, favoring confirmation over chasing extended moves.

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SESSION HIGHLIGHTS:

1. [00:00:00] Intermarket Rally Roadmap: Geoff established USO, TLT, RSP, QQQ, IWM, SMH, and VIX as a framework for reading market sentiment, then explained how technology held firm while bonds and crude became headwinds for broader participation.
2. [00:15:52] Weekly Charts Stay Bullish: Geoff compared weekly SPY, QQQ, SMH, TLT, USO, RSP, and QQEW charts, highlighting close-and-continue setups, inside-week risks, and why strong stocks mattered despite concerns about bonds and inflation.
3. [00:23:54] Pivots And Opening Ranges: Geoff marked key pivot and support levels for SPY, QQQ, and IWM, then reviewed the prior day’s five-minute opening-range breakout to show how location improves entries, holding ability, and trade risk.
4. [00:37:54] Semiconductors At Resistance: Geoff treated SMH as a critical technical juncture near 590–591, where the pivot, prior high, and round-number resistance converged. He explained why confirmation above that area would improve the setup while weakness could create a drag.
5. [00:45:35] NVIDIA And Hot Technology: Geoff said NVIDIA could become actionable above its prior high with a strong opening-range close and continue, then surveyed MU, SanDisk, Western Digital, Seagate, AMD, and Intel for relative strength and reversal patterns.
6. [00:55:58] Selective Stock Confirmation: Geoff reviewed Dell, Amazon, CrowdStrike, Palo Alto Networks, Broadcom, NBIS, IREN, and Cerebras, separating constructive consolidations from laggards and stressing confirmation, defined levels, and avoiding premature entries.