•••Lubatix Markets — Daily Brief · 6 of 30

The 60% Line Breaks

US CLOSE — 12 MAY 2026PLAN v9.10
Nasdaq-100
29,065
−0.87% vs prior session
S&P 500
7,401
−0.16% vs prior session
VIX (fear gauge)
17.99
−2.12% vs prior session
Brent crude
$106.41
+1.20% vs prior session

What happened

The first down close at the ceiling — and, more importantly, the day tech participation broke the 60% regime line, dropping from 62% to 56%. The count of Nasdaq stocks making new highs collapsed 92%, and the fast breadth gauge deepened further into negative territory.

The backdrop turned tenser too: the ceasefire was described as being 'on life support', with the Trump–Xi summit two days away carrying the weight of the next headline.

The dashboard

Tech participation (BPNDX) · regime line 60%
56%

Below the 60% line — the index is being carried by a minority of its stocks.

Monthly momentum (NDX M-RSI) · threshold 77.88
75.76

2.12 points below the 77.88 threshold — the three-peak caution pattern remains in force.

Daily momentum (NDX RSI)
77.3

Overbought territory — a fast climb that often precedes digestion.

Breadth oscillator (NYMO)
-20.5

Negative — decliners outweigh advancers beneath the surface.

The trend at a glance

Nasdaq-100 — trailing 15 sessions to this close

Reference levels on this date

ReferenceLevelPlain meaning
NDX · 200-day average25,016The long-term trend line.
NDX · deep-value band (QEMA5)25,159The quarterly EMA-5 — the zone that has caught nearly every major dip this cycle.
SPX · 200-day average6,764The long-term trend line.
SPX · deep-value band (QEMA5)6,725The equivalent deep-support reference for the broad index.

Framework read

The one-liner

Below 60%, the framework formally switches the tech tape from 'healthy bull' to 'narrow market'. It stays there until the line is durably reclaimed.

Disclaimer. This publication is for educational and informational purposes only. It reflects the personal opinions of the author alone and not the views of any past or present employer. Nothing here constitutes financial advice, an offer, or a recommendation to buy or sell any security or instrument. Levels and scenarios describe an analytical framework, not directives. Markets involve risk, including loss of capital; readers are solely responsible for their own decisions and should consider seeking advice from a licensed financial adviser before acting on any information contained here.