•••Lubatix Markets — Daily Brief · 21 of 30

One in Three

US CLOSE — 9 JUNE 2026PLAN v9.25
Nasdaq-100
29,084
+0.44% vs prior session
S&P 500
7,387
+0.04% vs prior session
VIX (fear gauge)
19.87
−7.62% vs prior session
Brent crude
$92.90
−0.11% vs prior session

What happened

The selling resumed after Monday's bounce, but in slow motion: the Nasdaq-100 fell another 1.1% while the S&P 500 slipped just 0.3% — the damage stayed concentrated in tech. The intraday low near 28,197 was bought aggressively.

Tech participation collapsed to 35% — the low of this entire 30-session period. Barely one in three Nasdaq-100 stocks remained in an uptrend. Yet credit stayed firm and the VIX, while elevated, refused to accelerate. Stress confirmed, panic absent.

The dashboard

Tech participation (BPNDX) · regime line 60%
35%

Deeply narrow — historically the zone where corrections in this cycle found their floor.

Monthly momentum (NDX M-RSI) · threshold 77.88
71.42

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

Daily momentum (NDX RSI)
49.6

Mid-range — momentum neither stretched nor washed out.

Breadth oscillator (NYMO)
-7.2

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 average25,613The long-term trend line.
NDX · deep-value band (QEMA5)25,166The quarterly EMA-5 — the zone that has caught nearly every major dip this cycle.
SPX · 200-day average6,868The long-term trend line.
SPX · deep-value band (QEMA5)6,719The equivalent deep-support reference for the broad index.

Framework read

The one-liner

35% participation is where prior corrections in this cycle found their floor. The framework's deep-value band sat waiting below — untouched, as it turned out.

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.