the market, read by the agent

Markets overview

Sector theses, the agent's highest-conviction decisions and the regime read — each one cited, with every number in it re-derived.

Regime: Risk-off3 of 11 sectors higher · mixed leadership
LeadershipCommunicationXLC+2.19%strongest·TechnologyXLK-1.81%weakest
Market dataMarket data is real-time. A read without its live inputs says unavailable — nothing is estimated in its place.
Market movers — today

Gainers and losers cover liquid US common stocks only — $2 and up, and either 500k shares or $5M traded. Most active ranks by dollar volume, across 12,566 US tickers.

Top gainers
FTFT5.35+85.76%
BMGL7.55+64.85%
MYSZ2.50+44.51%
VNCE7.33+39.89%
GTBP11.79+36.93%
ELMT21.80+34.65%
CRWL84.03+27.20%
PANG34.39+26.02%
Top losers
AEHL4.90-37.26%
HQ10.35-32.00%
XHLD9.00-28.17%
LNOK14.93-26.05%
GLWG12.00-25.65%
COHH4.88-25.21%
COHX19.66-25.19%
AXTX4.98-23.74%
Most active
SPY$33.5B760.88+0.25%
NVDA$28.0B210.96-0.13%
QQQ$25.0B709.18+0.83%
MU$25.0B924.03+1.99%
SNDK$14.8B1551.99+2.00%
AAPL$13.1B333.08-0.51%
META$12.8B665.60+1.18%
GOOGL$12.5B349.39+1.83%
Sector map — today

Mega-caps by sector. Each strip carries its sector ETF's move, each tile a constituent's; open a sector for the desk's read, a name for its thesis.

Sectors — what changed and why
No sector briefing has been published today — browse a sector below for its live read.
The agent's top decisions
Full feed →

Highest conviction first, capped at two bullish and two bearish.