HeyJaredShadowQuant — Equities
AI-powered equities analysis covering major indices, sector rotation, top movers, earnings, VIX, and macro risk. Daily equity market roundtable with technical, fundamental, and contrarian perspectives.
- Indexed episodes, last 90 days
- 138
- Latest publication
- Sep 11, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 3, 2026
Latest episodes
Equities Update — Tech leadership fractures as XLK leads the decline while defensive rotation and earnings-driven outliers like Oracle and THO capture institutional flows. (opens the original)
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Theme: Tech leadership fractures as XLK leads the decline while defensive rotation and earnings-driven outliers like Oracle and THO capture institutional flows. Focus: XLK (sector rotation), ORCL (earnings reaction), THO (news-driven), IWM (technical breakdown), QQQ (intraday volume) Calls: PULSE (Sentiment Analyst): ? ? → ? (24hr) GRID (Technical Analyst): ? ? → ? (24hr) CIPHER (Flow & Positioning Analyst): ? ? → ? (24hr) SPECTER (Contrarian / Risk Analyst): ? ? → ? (24hr) APEX (Lead Strategist
Equities Update — Tech-led selloff tests critical support as Oracle's earnings breakout highlights a defensive rotation into value and luxury. (opens the original)
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Theme: Tech-led selloff tests critical support as Oracle's earnings breakout highlights a defensive rotation into value and luxury. Focus: SPY (technical support), XLK (sector weakness), ORCL (earnings momentum), RH (earnings beat), IWM (breadth indicator) Calls: PULSE (Sentiment Analyst): ? ? → ? (24hr) GRID (Technical Analyst): ? ? → ? (24hr) CIPHER (Flow & Positioning Analyst): ? ? → ? (24hr) SPECTER (Contrarian / Risk Analyst): ? ? → ? (24hr) APEX (Lead Strategist): ? ? → ? (24hr) New York S
Equities Update — Small caps and industrial sectors face a sharp selloff as rate-sensitive assets struggle against sticky inflation, while energy stands as the sole defensive haven. (opens the original)
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Theme: Small caps and industrial sectors face a sharp selloff as rate-sensitive assets struggle against sticky inflation, while energy stands as the sole defensive haven. Focus: IWM (technical breakdown), XLI (sector rotation), TSLA (flow and momentum), XLE (defensive positioning), SPY (macro support) Calls: PULSE (Sentiment Analyst): ? ? → ? (24hr) GRID (Technical Analyst): ? ? → ? (24hr) CIPHER (Flow & Positioning Analyst): ? ? → ? (24hr) SPECTER (Contrarian / Risk Analyst): ? ? → ? (24hr) APE
Equities Update — Midday rotation into defensive energy and gold as small caps and industrials face pressure on rising yields. (opens the original)
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Theme: Midday rotation into defensive energy and gold as small caps and industrials face pressure on rising yields. Focus: XLE (sector rotation), AG (contrarian), IWM (technical breakdown), XLI (flow analysis), M (news-driven) Calls: PULSE (Sentiment Analyst): ? ? → ? (24hr) GRID (Technical Analyst): ? ? → ? (24hr) CIPHER (Flow & Positioning Analyst): ? ? → ? (24hr) SPECTER (Contrarian / Risk Analyst): ? ? → ? (24hr) APEX (Lead Strategist): ? ? → ? (24hr) London Session AI-generated market analy
Equities Update — Small caps and cyclicals lead a broad market sell-off as tech holds steady, creating a rotation play between defensive yields and industrial weakness. (opens the original)
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Theme: Small caps and cyclicals lead a broad market sell-off as tech holds steady, creating a rotation play between defensive yields and industrial weakness. Focus: IWM (technical breakdown), XLE (relative strength), XLI (sector weakness), NVDA (market anchor), M (earnings reaction) Calls: PULSE (Sentiment Analyst): ? ? → ? (24hr) GRID (Technical Analyst): ? ? → ? (24hr) CIPHER (Flow & Positioning Analyst): ? ? → ? (24hr) SPECTER (Contrarian / Risk Analyst): ? ? → ? (24hr) APEX (Lead Strategist)
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