Ticker brief

XLY SS CONSUMER DISC SELECT SECT

last close
$113.10
1 day
-1.7%
14 days
+0.2%
mkt cap
·
signals 14d
31
authors 14d
21
crowd 14d
+1.1σ
Options inteloptions-surface reads · latest available day per source
metricreadingcontext
IV — ATM 30d25%IV/HV 1.63×
Skew — 25Δ RR 30d-0.02025Δ call IV − put IV
OI alarmquietlast alarm 2025-12-08 (z=24.2)
Sentiment — last 14 days
daily mean sentiment, 2026-10-02 → 2026-10-16 · now +0.00 (−1 bearish … +1 bullish)
Who spoke21
authorgradetrader scoresignalsmean sent
@SerSigmaC+1.464+0.06
@InvestiBrewA-0.454+0.51
@ChartGuysC-0.433+0.17
@MikeZaccardiB+0.602-0.42
@thisisorlandoC-0.832+0.43
@akishoreC-1.301-0.25
@SteveDJacobsC-2.951+0.05
@OptionsHawkB-1.111+0.45
@dirtygreenpaperC-0.641+0.45
@ramahluwaliaA+0.801+0.70
@bespokeinvestA+0.951+0.05
@Analyst_GB+2.261-0.55
@EquityClockA-0.071+0.30
@davevermilionA-0.541-0.30
@doublejtradingC+1.731+0.15
@Ben1148x2C+0.131+0.00
@charliebilelloB+0.181-0.45
@Mariusz_InvestC-0.491-0.25
@OTR444C+0.131+0.25
@SchwabNetworkC-0.561+0.00
@ChartsRUs0C+2.201+0.00
Recent signals30of 31 in 14d — receipts included
date (PT)authorsentwhat they saidsince thenreceipt
2026-10-16@ChartsRUs0+0.00Shares an XLY chart without a textual stance.+0.6%
2026-10-15@ChartGuys+0.00Quantifies NFLX's recent correlation with XLY and XLC relative to a 52-week window.-0.3%
2026-10-14@SchwabNetwork+0.00Points to analysis of notable options trades and potential moves in three named securities.+1.4%
2026-10-13@OTR444+0.25Relative Rotation Graph shows six sector ETFs improving.+0.7%
2026-10-13@Mariusz_Invest-0.25Sector-performance data show continued rotation out of technology toward energy and defensives.+0.7%
2026-10-12@charliebilello-0.45Shows a 56-point performance spread between energy and consumer discretionary sectors.+0.7%
2026-10-12@Ben1148x2+0.00Places consumer discretionary and financials on watch during earnings season without expressing direction.+0.7%
2026-10-12@InvestiBrew+0.50Argues leadership is rotating from fragile AI exposure toward cyclicals, healthcare, materials and real estate.+0.7%
2026-10-12@doublejtrading+0.15Frames weak tech, firmer Dow leadership, and a preference for a sector-ETF basket into earnings and inflation data.+0.7%
2026-10-11@SerSigma+0.30Describes a weekly rotation away from technology toward defensives, energy and recovering sectors.+0.2%
2026-10-11@SerSigma+0.30Lists quantified weekly returns for S&P 500 sector ETFs.+0.2%
2026-10-08@davevermilion-0.30Highlights extreme relative-strength lows in consumer staples and discretionary as evidence of one-way capital concentration.+1.2%
2026-10-08@ChartGuys+0.25Contrasts tightening semiconductors with a possible broadening into several non-tech sectors.+1.2%
2026-10-08@ChartGuys+0.25Says semiconductor weakness must catalyze broadening into financials, materials and discretionary.+1.2%
2026-10-07@InvestiBrew+0.45Says the strong Treasury auction improved the setup for consumer and housing sectors.+1.6%
2026-10-07@InvestiBrew+0.50Starts watching TLT and rate-sensitive sectors for accumulation after a strong auction.+1.6%
2026-10-07@InvestiBrew+0.60Favors bonds, housing and consumers as yields turn and expects a strong quarter.+1.6%
2026-10-07@EquityClock+0.30Highlights AMZN support at 240 and calls broadline retail the sector's sole Accumulate candidate.+1.6%
2026-10-07@thisisorlando+0.30Explicitly agrees with an unseen positive view, especially regarding XLY.+1.6%
2026-10-06@Analyst_G-0.55Argues XLY is weakening while oil has bottomed near $87 amid a secular rotation.+1.2%
2026-10-06@bespokeinvest+0.05Consumer-discretionary breadth remains weak but 50- and 200-day participation has recently improved.+1.2%
2026-10-05@ramahluwalia+0.70Author says XLY retested successfully and will rally as energy costs and rates top out.+2.4%
2026-10-05@dirtygreenpaper+0.45Buy XLY to obtain exposure to both referenced holdings. — Author explicitly recommends XLY as a way to own both context-dependent constituents.+2.4%
2026-10-05@thisisorlando+0.55Highlights a potential consumer-discretionary reversal as XLY/SPY bounces from a 0.786 retracement.+2.4%
2026-10-05@OptionsHawk+0.45Reports 5,000 December 111 puts sold to open, a bullish positioning signal in XLY.+2.4%
2026-10-05@MikeZaccardi-0.35Highlights sharp relative outperformance of technology over consumer discretionary.+2.4%
2026-10-05@MikeZaccardi-0.50Reports prolonged weekly losing streaks in discretionary, staples, and real estate sectors.+2.4%
2026-10-05@SerSigma-0.20Summarizes weekly S&P sector leadership, reversals and persistent losing streaks.+2.4%
2026-10-05@SerSigma-0.15Lists weekly returns for S&P 500 sectors.+2.4%
2026-10-04@SteveDJacobs+0.05Reports sector stages and identifies LITE near a specified breakout pivot.+2.8%

“Since then” = price move from the close on the signal's date (PT) to the latest close — what happened after they said it, not a backtest. A — means no trading session has closed since the signal yet. Sentiment is our extracted per-tweet score, −1…+1.