After the Open · Market Scan · mangostracker.ai

This morning's setups

Tuesday, October 13, 2026 — a read of the tape about 15 minutes after the opening bell.

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Memory/AI-infra names slide as software snaps back — A broad memory and AI-infrastructure basket (WDC, STX, SNDK, MU, CRDO, NBIS, ALAB, ANET, CIEN, CIFR, IREN, WULF) is down 3-14% together while enterprise software (MDB, CRM, NOW, ZS, OKTA, SNOW) rallies 1.6-5.8%, consistent with the chip-vs-software rotation that's recurred several times this year. No confirmed fresh headline for today specifically -- flagging on coherent price action across related names.

Candidates worth a look

4 names flagged from the watchlist.

IDEA CIFR
Price
$11.24
That day
-13.6%

Sharpest single drop on the whole watchlist today, down with the broader power-hungry datacenter/crypto-adjacent miner group (IREN -4.0%, WULF -3.9%, APLD -5.9%). Not held -- watch for a bounce or confirmation this is more than profit-taking before touching it.

IDEA MU
Price
$948.50
That day
-4.1%

Part of the memory-chip pullback (WDC -6.0%, STX -5.7%, SNDK -3.6%) that's repeated several times this year after big run-ups. We're long at avg cost ~1020.75, so this position is now well underwater -- no action, just flagging the drawdown.

IDEA MDB
Price
$403.53
That day
+5.8%

Biggest gainer in a coordinated software pop (CRM +4.0%, NOW +2.7%, ZS +3.3%, OKTA +2.0%, SNOW +1.7%) that mirrors prior chip-to-software rotations this year. Not held -- worth watching if the software leg keeps extending.

IDEA CRM
Price
$243.03
That day
+4.0%

Bouncing with the software group, but we're long at avg cost 258.11 so it's still below our basis even after today's pop. No action, just context on the recovery.

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.