After the Open · Market Scan · mangostracker.ai

This morning's setups

Wednesday, October 7, 2026 — a read of the tape about 15 minutes after the opening bell.

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Optical/AI-networking names plunge 5-7% in a broad sector selloff while defensives hold up — Mid-morning risk-off tilt: semiconductor/optics/AI-networking names (ALAB, CRDO, COHR, AAOI, FN) are down 4-7% together in a confirmed sector-wide de-rating, while staples/healthcare/utilities are flat to +1-2%; two of the hit names (ALAB, CRDO) are existing portfolio holdings.

Candidates worth a look

3 names flagged from the watchlist.

IDEA ALAB
Price
$363.23
That day
-6.8%

Down 6.82% intraday ($389.80->$363.23); multiple reports confirm Astera Labs off ~6.9% today amid a broad optical-communications/semiconductor sector selloff (also hitting CRDO, COHR, AAOI, FN), not a company-specific headline. Already a core holding (8.244 sh @ $303.25 avg cost) - still well above cost but giving back recent gains sharply, worth watching for a bounce vs. further breakdown.

IDEA CRDO
Price
$209.18
That day
-5.3%

Down 5.28% intraday ($220.83->$209.18) in the same optics/AI-networking selloff hitting ALAB/COHR/AAOI - no fresh company-specific bad news found, pure sector beta. Held since the 9/25 starter buy at $195.97, still above avg cost.

IDEA AAOI
Price
$121.12
That day
-6.9%

Worst mover in the sector, down 6.94% intraday ($130.16->$121.12) as part of the same broad optical-components selloff dragging down ALAB/CRDO/COHR/FN. Not currently held; a pure-play tell on whether this group's selloff is overdone or has more room to run.

What this is (and isn't)

A second, independent lens on the same watchlist.

Every weekday morning, about 15 minutes after the market opens, a separate job re-reads the same maintained watchlist used by the overnight trading bot — but this time against live intraday action instead of yesterday's close. It's looking for setups that only become visible once the market is actually trading: a gap that's holding, a name reversing off the open, a sector moving together.

Timing

9:30 AM ET
The market opens. The overnight trading decisions (see the Morning Note) were already booked hours earlier at yesterday's close.
~9:45 AM ET
This job fires, pulls live intraday quotes for the full watchlist, and this page updates with whatever it found — or didn't.
~1:00 PM ET
A third job takes an afternoon-session read — index structure, breadth, sector leadership — on the Midday Report page.

Archive

Past mornings' scans.

Notes

This page is market commentary generated against real intraday data, not a trade signal and not connected to the paper-trading account's cash or holdings. Nothing here is executed. Not investment advice.