Ticker brief
XLY SS CONSUMER DISC SELECT SECT
last close
$117.21
1 day
+1.1%
14 days
-0.8%
mkt cap
·
signals 14d
35
authors 14d
24
crowd 14d
+0.3σ
Options inteloptions-surface reads · latest available day per source
| metric | reading | context |
|---|---|---|
| IV — ATM 30d | 18% | IV/HV 0.93× (as of 2026-07-10) |
| Skew — 25Δ RR 30d | -0.045 | 25Δ call IV − put IV |
| OI alarm | quiet | last alarm 2025-12-08 (z=24.2) |
Sentiment — last 14 days
daily mean sentiment, 2026-08-16 → 2026-08-28 · now +0.11 (−1 bearish … +1 bullish)
Who spoke24
| author | grade | trader score | signals | mean sent |
|---|---|---|---|---|
| @AnthonySandford | C | · | 3 | +0.05 |
| @SerSigma | C | -1.75 | 2 | -0.22 |
| @MikeZaccardi | B | -3.47 | 2 | -0.20 |
| @LaMonicaBuzz | B | +0.09 | 2 | -0.22 |
| @ElliottForecast | C | -0.67 | 2 | +0.58 |
| @InvestiBrew | A | +4.14 | 2 | +0.03 |
| @StockWorthyApp | C | +0.41 | 2 | +0.05 |
| @ZacMannes | C | +2.45 | 2 | -0.08 |
| @johnscharts | C | -2.20 | 2 | +0.03 |
| @yianisz | A | -3.33 | 2 | +0.42 |
| @AdexTrades | C | -0.22 | 1 | +0.00 |
| @DanielTNiles | A | -1.98 | 1 | -0.60 |
| @CNBCMorningCall | C | -0.17 | 1 | -0.10 |
| @EquityClock | A | +0.57 | 1 | -0.55 |
| @fj_nextstage | C | -2.18 | 1 | -0.35 |
| @USAnt_IDEA | C | -1.02 | 1 | +0.55 |
| @SevenParr | C | -0.15 | 1 | +0.65 |
| @Phatinfantry | C | +0.03 | 1 | +0.40 |
| @kurtsaltrichter | B | -1.29 | 1 | +0.50 |
| @doublejtrading | C | -1.82 | 1 | +0.15 |
| @bullishchart | C | -2.31 | 1 | -0.20 |
| @RealNickMugalli | B | +1.35 | 1 | -0.20 |
| @WallStDiaries | C | -0.20 | 1 | -0.45 |
| @HostileCharts | B | +1.27 | 1 | +0.00 |
Recent signals30of 35 in 14d — receipts included
| date (PT) | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|
| 2026-08-28 | @ZacMannes | +0.15 | Ratio-chart wave analysis sees possible fading and technology/semiconductor downside. | — | tweet ↗ |
| 2026-08-28 | @yianisz | +0.45 | Expects September volatility and sector rotation while retaining a bullish AI-cycle thesis. | — | tweet ↗ |
| 2026-08-28 | @yianisz | +0.40 | Author sees capital rotating within AI and favors temporarily abandoned hardware bottlenecks. | — | tweet ↗ |
| 2026-08-28 | @johnscharts | -0.55 | Provides explicit short/intermediate bullish, bearish and mixed assessments across sector ETFs. | — | tweet ↗ |
| 2026-08-27 | @HostileCharts | +0.00 | Consumer discretionary is judged average, with available data vulnerable to selective interpretation. | +1.1% | tweet ↗ |
| 2026-08-27 | @WallStDiaries | -0.45 | Pantheon warns weakening consumption may constrain consumer-sector revenue through year-end. | +1.1% | tweet ↗ |
| 2026-08-27 | @ElliottForecast | +0.60 | Says XLY structure favors continued upside while the pivot holds after a strong BlueBox reaction. | +1.1% | tweet ↗ |
| 2026-08-26 | @RealNickMugalli | -0.20 | Market recap reports hot PCE, hawkish rate expectations and several company-specific events. | +0.0% | tweet ↗ |
| 2026-08-26 | @bullishchart | -0.20 | Contrasts XLI outperformance with XLY weakness and presents competing forward theses. | +0.0% | tweet ↗ |
| 2026-08-26 | @MikeZaccardi | -0.20 | Housing affordability improved from 2023 lows but worsened markedly since February. | +0.0% | tweet ↗ |
| 2026-08-25 | @InvestiBrew | +0.55 | Describes institutional de-risking and rotation toward consumer, financial and software exposure. | -0.6% | tweet ↗ |
| 2026-08-24 | @doublejtrading | +0.15 | Morning watchlist highlights semiconductor earnings, macro events and sector conditions. | -0.9% | tweet ↗ |
| 2026-08-23 | @SerSigma | -0.10 | Lists weekly S&P 500 sector returns led by healthcare, energy and materials. | -0.7% | tweet ↗ |
| 2026-08-22 | @kurtsaltrichter | +0.50 | Uses record box-office grosses to argue the US consumer remains resilient and slowdown bets are premature. | -0.7% | tweet ↗ |
| 2026-08-22 | @johnscharts | +0.60 | Publishes explicit bullish and bearish sector assessments; first six tickers retained under the cap. | -0.7% | tweet ↗ |
| 2026-08-21 | @ZacMannes | -0.30 | Ratio-wave analysis suggests consolidation and relative weakness in consumer discretionary. | -0.7% | tweet ↗ |
| 2026-08-21 | @AnthonySandford | +0.35 | Quantifies sector performance and warns that SPY volume remains well below average. | -0.7% | tweet ↗ |
| 2026-08-20 | @StockWorthyApp | +0.00 | Lists the largest XLY holdings and portfolio weights. | +0.5% | tweet ↗ |
| 2026-08-20 | @Phatinfantry | +0.40 | Observes accelerating consumer-discretionary momentum led by AMZN and TSLA. | +0.5% | tweet ↗ |
| 2026-08-20 | @LaMonicaBuzz | -0.35 | Walmart fell 9% on earnings as consumer-related ETFs also traded lower. | +0.5% | tweet ↗ |
| 2026-08-20 | @AnthonySandford | -0.55 | Sector-flow data shows a weak rotation tape led by energy while discretionary and most sectors lag. | +0.5% | tweet ↗ |
| 2026-08-20 | @StockWorthyApp | +0.10 | Provides XLY price, return, assets, fee, yield and sector-exposure statistics. | +0.5% | tweet ↗ |
| 2026-08-19 | @AnthonySandford | +0.35 | Calls the tape constructive but mixed as healthcare-led rotation offsets technology weakness. | -1.2% | tweet ↗ |
| 2026-08-19 | @InvestiBrew | -0.50 | Frames $5,000 Manhattan rents as bullish for landlords but damaging to consumer discretionary spending. | -1.2% | tweet ↗ |
| 2026-08-19 | @SevenParr | +0.65 | Bullishly notes XLY forming a tweezer reversal from volume-profile and prior-week support. | -1.2% | tweet ↗ |
| 2026-08-18 | @ElliottForecast | +0.55 | Says XLY structure favors continuation while the pivot holds. | +0.7% | tweet ↗ |
| 2026-08-18 | @LaMonicaBuzz | -0.10 | Reports mixed consumer-stock performance and identifies three retailers reporting Wednesday morning. | +0.7% | tweet ↗ |
| 2026-08-18 | @USAnt_IDEA | +0.55 | JPM survey suggests discretionary firms can monetize AI faster than staples firms. | +0.7% | tweet ↗ |
| 2026-08-18 | @MikeZaccardi | -0.20 | BofA survey shows consumer sectors remain underweight while 49% expect stagflation. | +0.7% | tweet ↗ |
| 2026-08-17 | @fj_nextstage | -0.35 | Maps broad selling against strength in energy and AI infrastructure groups | +0.4% | tweet ↗ |
“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.