In Where I’m Looking as I Start Buying Again, I focused on semiconductors and infrastructure software as places to find emerging strength. That work is starting to pay off. INTC is now trading about 10% above our entry, PLTR 7.25% above, and SPCX 2.5% above. Those are open gains from our entry prices, and we still have trades to manage.
The bigger picture is why I want to keep doing this work. In today’s newsletter, we looked at XLK breaking out to all-time highs and RSPT, the equal-weight technology ETF, doing the same. The RSPT breakout matters because it shows participation within tech extending beyond its largest companies.
Technology is leading the market higher. Finding strength within that leading sector is especially important when participation across the broader market remains uneven. We haven’t had the breadth thrust discussed this morning. For now, I want to see the leaders hold up and more stocks join them.
The calendar adds another reason to pay attention. We’ve just entered the three-quarter stretch from October 2026 through June 2027: the fourth quarter of a midterm year and the first two quarters of the following year. Historically, those have been the three strongest quarters of the four-year presidential cycle.
That is a useful backdrop, but price still has to confirm it.
My job here is to keep finding the stocks showing leadership, then work out where the setup offers a trade I can manage. Tonight, we’re widening the lens to the entire technology sector within our tradeable universe. Below is the top ten, the industry concentration behind it, and a few setups worth working through.
Tonight’s paid scan is the full Information Technology sector, ranked by TTI Score after the October 2 close.
