Reason: Energy power names diverged. $BE, $GEV, $ECO and $CVI are above their 200-day on strong years (ECO and CVI are overbought), while $CEG and $TLN are below their 200-day with negative years, the weak side of the nuclear and independent-power trade.

Price/RSI Table

As of 2026-10-02. Status reads the 200-day trend first and RSI second; Action is a trend-hold lens: an extended name is never an entry, and a name below its 200-day with a negative year is not a dip.

What Changed Since 2026-09-25

• ECO: biggest weekly gain in the group, RSI above 70.
• CVI: RSI near 75, extended.
• CEG/TLN: below the 200-day on negative years; that line is the level to reclaim.
• Roster unchanged since September 25: no entrants, no dropouts.

Sources

• Tape data (price, RSI, returns, one-year change, distance to the 200-day): pre-computed summaries as of the 2026-10-02 desk date, summaries (Schwab).
• Prior edition (format and roster only): 2026-09-25-energy.
• Event checks: research/stock-events/, the 2026-10-01 market brief and 2026-10-01/02 prints digests under research/issues/; news receipts under stocks/news/latest.json` (memory names pulled 2026-10-01, before the October 2 move).