Overnight session

Updated prices for 189/192 watchlist symbols (ABB, CFLT, RMB skipped - no Yahoo data, consistent with every prior night); fresh 2026-09-24 close. Trimmed 20% of DELL (0.7746 sh) after UBS cut its 2027 PC outlook citing memory-cost inflation, confirmed by an 8.9% 5-session price slide and RSI rollover (68.2->53.7); kept the core position since AI-server fundamentals (raised FY27 rev guide to $192B) remain intact. Opened a new $2500 CRDO starter that cleanly cleared the growth/quality/momentum bar (ROE 30.7%, +53.9% forward EPS growth, RSI 70.3 rising) on a confirmed fresh catalyst - 1.6T optical tech showcase at ECOC 2026 (Sept 21-23) plus a Sept-1 record Q1 beat (rev +114.7% YoY) drove a 16.5% 5-session rally; analyst PTs trimmed but still well above spot. Ran the Yahoo cookie+crumb handshake and screened 27 other RSI>55-and-sustained-rising candidates (ETN, IONQ, AMAT, TEL, MOD, PWR, LITE, APH, IRM, RKLB, STRL, NBIS, AXTI, VIAV, MTSI, SNOW, HON, LLY, MDB, AMD, INTC, CRWD, NET, ZS, DDOG, FTNT, ARKG) - AMAT, APH, STRL, HON, LLY also cleared the mechanical ROE/growth bar but were passed on: AMAT flagged elevated valuation (86.6% above GF fair value) plus insider-only selling despite a real India-investment catalyst; HON and LLY RSI jumps were mostly mechanical (old losses rolling out of the 14-day window) with only 2-4% real 5-day price moves, not genuine sustained momentum; APH/STRL held for a future night to keep new-position count light. Held CRM despite weak RSI (36.7, continuing to cool) since no fresh bad news was found - actually a director insider buy and a new Agentforce/Nvidia-Nemotron reasoning-model announcement, Buy consensus intact ($275.87 PT). Held XLE despite a softening RSI since oil is now rising on fresh Middle East escalation (Houthi attack on Saudi sites, Brent >$104), reversing the de-escalation narrative that drove the last two XLE trims. NVDA RSI dipped (61->45.5) but the 5-day price move was still +2.4% - mechanical RSI noise, not real deterioration, held. OKTA stayed extended (RSI 76.5) but still rising, not rolling over, held. MU, BE, SIMO, MSFT, ESTC, ALAB, TSM, ANET, KLAC, NEM all showed routine RSI moves with no fresh deterioration or new-buy signal. Cash: $17,134.10, portfolio value ~$50,881 pre-trade (roughly flat vs $50,000 starting balance and vs last nights $50,936).