On a day when DELL surged 22% on a $43 billion AI backlog while Goldman Sachs fell 7%, the hosts break down a historic sector rotation — defensives flooding to ATR extremes while tech momentum collapses. With 304 Reversal Bullish signals firing and core PPI nearly tripling estimates, the episode maps out exactly what bulls and bears need to see tomorrow and which setups offer defined risk in a fog-of-war market.