Week ending 9 October 2026 · Prices through Friday 9 October US close
Prices: 9 October 2026 US close
This edition has not passed the full-universe 4H gate: the published audit records 282 data-ready and 20 limited names out of 302 for Friday 9 October. This page is for layout review, not client distribution. Figures and research remain dated to their stated source snapshots; no new data verification or portfolio ledger audit is claimed by this presentation change.
Large-cap equities finished the week higher, but leadership was uneven. Friday’s available data produced candidate networking, software and storage setups. The separate daily brief uses Friday’s completed US session and discloses the source gaps.
For the week, the S&P 500 gained 1.2%, the Dow 0.9% and the Nasdaq Composite 0.6%; the Russell 2000 lost 0.9%, according to AP. The Nasdaq Composite is not the Nasdaq-100 benchmark used by this portfolio. 2026-10-09 · Source
Interpretation: positive headline indexes do not demonstrate broad participation. Our separate price-only SPY/QQQ overlay is risk-on, with breadth and credit coverage still incomplete.
Reuters described Thursday’s chip weakness alongside AI financing concerns and higher oil. Company-specific infrastructure adoption still matters, while several semiconductor holdings remain technically weaker. 2026-10-09 · Source
Interpretation: distinguish customer evidence from enthusiasm about AI spending. A positive index regime does not repair a failed stock breakout. This is a qualitative sector review, not a measured sector-return ranking.
Reuters reported that attention is turning to third-quarter earnings and next week’s inflation releases. On Friday, communication services was the only declining S&P sector. These are dated market observations; the newsletter does not infer a policy decision from them. 2026-10-09 · Source
Interpretation: next week’s releases can challenge both growth expectations and valuations. Keep a competing rates-driven explanation beside an earnings-driven bullish case.
Duke Energy (DUK, Utilities) describes preparations for potential damage and outages from Hurricane Isaias. The checked update does not quantify an earnings loss. 2026-10-09 · Source
Interpretation: a defensive sector still has company-specific operational risk.
Simulated portfolio, zero model fees. Week measured from 2026-10-02T20:00:00Z to 2026-10-09T20:00:00Z; the opening valuation was entirely cash.
Cash $45,000.00; gross long $54,923.73, gross short $0.00, net $54,923.73. Realized P&L $0.00; unrealized $-76.27. Price performance only; no dividends or cash interest. Recorded transaction and borrow charges deducted; pending borrow charges must be reconciled. Before taxes. Benchmark ETF proxies, not official index total returns.
SPY / QQQ comparisons: unavailable for this edition. The authenticated SPY/QQQ 4H price feeds still end on October 8. Friday daily histories are split/dividend-adjusted and used only for the limited trend overlay; they are not substituted into the frozen price-return benchmark series. Weekly, daily and cumulative same-period excess returns are unavailable, not zero. The October 1 benchmark baseline remains unchanged.
Ciena (CIEN, Technology), ServiceNow (NOW, Technology) and NetApp (NTAP, Technology) add fresh Friday breakout evidence. Core Scientific (CORZ, Technology) retains a bearish breakdown, while Duke Energy (DUK, Utilities) remains a prior bullish reference setup. Full charts, company news, competing interpretations and risks are in the separate daily brief.
Scheduled: September CPI on October 14 and PPI on October 15, each at 13:30 UK time. The next FOMC meeting is October 27–28. Results and policy outcomes are not yet known; earnings schedules must be checked at company level. Official release calendar. Federal Reserve calendar · US exchange calendar
Performance below is for recorded simulated portfolio holdings only. Research setups are ideas, not executed trades, and their price moves are not portfolio P&L.
Started 2026-10-02 with cash; new confirmed trades only. One unit = $5,000; maximum three units and 15% of equity per position at entry; combined shorts capped at 30% of equity.
Long exposure: $54,923.73. Short exposure: $-0.00. Net exposure: $54,923.73.
Realized P&L: $0.00. Unrealized P&L: $-76.27. Prices through 2026-10-09T20:00:00Z.
| Holding | Shares | Average cost | Close | P&L | Stop / target | Status |
|---|---|---|---|---|---|---|
| Astera Labs, Inc. (ALAB) — Technology · long | 13.2767 | $376.60 | $342.05 | $-458.71 | $342.00 / $447.85 | Open |
| Advanced Micro Devices Inc (AMD) — Technology · long | 7.8816 | $634.39 | $608.09 | $-207.30 | $596.07 / $739.46 | Open |
| NVIDIA Corporation (NVDA) — Technology · long | 42.0743 | $237.68 | $229.34 | $-350.69 | $227.02 / $263.84 | Open |
| Amazon.com Inc (AMZN) — Consumer Cyclical · long | 19.6796 | $254.07 | $262.48 | $165.51 | $244.73 / $320.68 | Open |
| Duke Energy Corporation (DUK) — Utilities · long | 43.1406 | $115.90 | $116.66 | $32.79 | $113.29 / $127.26 | Open |
| Generac Holdings Inc (GNRC) — Industrials · long | 22.7645 | $219.64 | $225.03 | $122.70 | $201.95 / $266.86 | Open |
| Accenture plc (ACN) — Technology · long | 50.5740 | $197.73 | $208.87 | $563.39 | $192.58 / $219.03 | Open |
| Hilton Worldwide Holdings Inc (HLT) — Consumer Cyclical · long | 30.7920 | $324.76 | $326.58 | $56.04 | $316.04 / $342.99 | Open |
| Benchmark proxy | Since inception | Portfolio outperformance (percentage points) |
|---|---|---|
| S&P 500 · SPY | Unavailable | Unavailable |
| Nasdaq-100 · QQQ | Unavailable | Unavailable |
Price performance only; no dividends or cash interest. Recorded transaction and borrow charges deducted; pending borrow charges must be reconciled. Before taxes. Benchmark ETF proxies, not official index total returns. Insufficient history; excess return is not risk-adjusted alpha. Sam’s reviewed stop/target changes take effect at the next trading-session opening; original levels and dated revisions are retained. Stop/target flags are closing-price observations, not fills. Gaps may exceed stops. The existing CDNS trade is excluded.
Prospective decisions recorded 2026-10-10T05:37:44.689Z. These update the allocation decision, not the earlier chart snapshot. A selection is booked at the next audited US opening within its stated entry range.
| Company | Decision / units | Entry range | Stop / target | Reason |
|---|---|---|---|---|
| Ciena Corp (CIEN)Technology · Communication Equipment | SELECTED · 1 UNIT · NEXT OPENING | $446.04–$454.00 | $421.11 / $523.53 | Select one unit for Monday: volume-confirmed bull-flag breakout, rising recent trendlines and bullish MACD. Openreach customer adoption is concrete support. Stop421.11 and target523.53 give approximately2.1:1 even at454 maximum entry. RSI70, nearby454.36 resistance and AI infrastructure correlation limit this to one unit after the50% gross threshold. OCP product-event risk and incomplete next-earnings-date coverage are acknowledged; not falsely marked event-free. |
| Core Scientific, Inc. Common Stock (CORZ)Technology · Software - Infrastructure | NOT SELECTED FOR PORTFOLIO | — | — | Technical breakdown compared, but no short selected: borrow availability, annual rate, margin and dividend obligations are not verified. Broad equity trend is risk-on; counter-regime short needs those checks plus relative-weakness conviction. |
| Duke Energy Corporation (DUK)Utilities · Utilities - Regulated Electric | MODEL ENTRY RECORDED · 1 UNIT | $113.87–$116.50 | $113.29 / $127.26 | Retain one unit:116.66 remains above113.865 trigger and113.29 stop. Falling100/200 averages and bearish RSI divergence compete with the breakout; hurricane restoration risk is verified but financial damage is unquantified. Keep127.26 target and no addition. |
| Hilton Worldwide Holdings Inc (HLT)Consumer Cyclical · Lodging | MODEL ENTRY RECORDED · 2 UNITS | $322.56–$325.00 | $316.04 / $342.99 | Retain two units after the verified October9 opening.326.58 remains above the rising triangle breakout. Raise stop prospectively to318.950012 using the newer confirmed opposite pivot, effective October12 opening; preserve original342.99 target. Travel/oil sensitivity remains. No backdated reduction of historical risk. |
| ServiceNow Inc (NOW)Technology · Software - Application | SELECTED · 1 UNIT · NEXT OPENING | $139.69–$142.00 | $133.47 / $154.29 | Select one unit for Monday: completed neckline breakout at139.69, bullish MACD and RSI60.5 support reversal continuation toward154.29, with133.47 structural stop. Recent broker target increases are context, not the trigger. No volume confirmation and142.51 resistance are the strongest cautions. October28 earnings are officially scheduled. A one-unit starter adds software exposure while controlling the existing AI correlation. |
| NetApp Inc (NTAP)Technology · Software - Infrastructure | NOT SELECTED FOR PORTFOLIO | — | — | Valid triggered bull flag, not selected for an additional allocation: RSI71.7 and32.7% extension above the4H SMA200 imply greater pullback risk. Prefer volume-confirmed Ciena and less stretched ServiceNow within this batch. Evercore upgrade is supportive, but the mixed7 Buy/6 Hold snapshot is not independent price confirmation. October9 dividend record date is not a prospective entitlement. |
| Astera Labs, Inc. (ALAB)Technology · Semiconductors | MODEL ENTRY RECORDED · 1 UNIT | $360.13–$384.30 | $342.00 / $447.85 | Maintain the October 9 discretionary exit decision: Friday342.05 remains below the367.85 original breakout and almost at342 stop; bearish MACD and RSI46 support deterioration. Aries7 product news does not restore price confirmation. Exit price convention remains pending, so the position and its marked loss remain in the ledger; no invented exit. |
| Advanced Micro Devices Inc (AMD)Technology · Semiconductors | MODEL ENTRY RECORDED · 1 UNIT | $627.19–$653.40 | $596.07 / $739.46 | Retain one unit without adding:608.09 remains above596.07 structural stop, but below627.18 former breakout with bearish MACD and RSI48. A weak failed-retest alternative is serious; positive broker targets do not cancel it. Reassess on a further completed-close breakdown; original levels retained. |
| NVIDIA Corporation (NVDA)Technology · Semiconductors | MODEL ENTRY RECORDED · 2 UNITS | $231.00–$241.00 | $227.02 / $263.84 | Retain two units without adding:229.34 is above227.025 structural stop but below230.96 original trigger. Bearish MACD and RSI47 argue against increasing semiconductor exposure. The science-funding announcement is not new sales. Current levels retained. |
| Amazon.com Inc (AMZN)Consumer Cyclical · Internet Retail | MODEL ENTRY RECORDED · 1 UNIT | $251.88–$258.00 | $244.73 / $320.68 | Retain one unit:262.48 sustains the251.87 triangle breakout and244.725 stop. Consumer-device news has no quantified earnings effect. Technology correlation still argues against another unit. |
| Generac Holdings Inc (GNRC)Industrials · Specialty Industrial Machinery | MODEL ENTRY RECORDED · 1 UNIT | $209.04–$225.50 | $201.95 / $266.86 | Retain one unit:225.03 remains above209.03 trigger and201.95 stop. Recent attributed upgrade/initiation are supportive but not sales evidence. Current issuer-news retrieval failed; coverage limitation retained. No new exposure; target266.86 retained. |
| Accenture plc (ACN)Technology · Information Technology Services | MODEL ENTRY RECORDED · 2 UNITS | $194.61–$199.00 | $192.58 / $219.03 | Retain two units:208.87 holds above the recorded197.73 opening and192.585 stop. AI consulting capability expansion and recent target raises support the case, but enterprise spending can disappoint. Original219.035 target retained; no enlargement. |