AI Infrastructure · Regime Switch · 2026-10-19

📈 UP: GOOGL (100%), NVDA (94%), AVGO (89%), CDNS (83%), MSFT (78%) +1 more 📉 DOWN: SMCI (100%), ARM (94%), DELL (89%), PLTR (83%), MRVL (78%) +1 more Top call — SMCI: Regime Switch — the market looks high_vol, so it ranked on Low Volatility. SMCI ranks #7 of 19 in AI Infrastructure (100% bearish percentile), so the agent calls it DOWN for the next session. Graded so far: 8/12 ✓ Track record: 960 graded calls, precision 50%