Methodology: each issue's direction is a live signal — long/short opens or holds a position, neutral means flat, and every direction change opens, flips, or closes it. Returns are direction-aware (a short gains when the price falls) and compound across positions from first observation to the latest issue. "Price move" is the stock's own raw change, shown separately. Neither represents actual portfolio performance.
Brief History (21 issues)
A tepid +0.61% bounce with RSI at 38.7, still capped by every moving average and down 7.7% on the month. Yesterday's odd WSB heat keeps simmering (mentions 70 to 81); 14.6% Street upside plus a 3.31% yield cushion. Wait for a reclaim of the 20-day at 143.
A faint +0.76% uptick, still pinned below every moving average with RSI near-oversold at 35.7—and oddly for a utility, WSB mentions doubled from 37 to 77 in 24 hours. 20 analysts see 15.3% upside with a 3.33% yield underneath; waiting for a right-side signal, staying flat.
Up 0.63% with RSI at 32.0 and RSI(7) at 24.1 oversold, below every average after a 7.7% month; 20 analysts leave 16.1% of upside, and the tight correlation with peers confirms a sector-wide rate shock — staying flat.
Down 2.21% with RSI at 28.7 oversold and below every moving average; WSB mentions rose from 34 to 54 into the top fifteen as retail starts eyeing oversold utilities, but the sector inflection has not arrived.
Down 0.07% with RSI(7) oversold at 23.9 but still below the 50-day at $146.89; the broad bleed in utilities is unchanged. Staying sidelined.
Up 0.22% with RSI(7) oversold at 24.2 but still below the 50-day at $147.00, bleeding in step with the whole utilities complex. Staying sidelined.
Flat at $141.72 with RSI(7) oversold at 27.5 but still below the 50-day at $147.21; closed out yesterday and the utility headwind is unchanged; staying sidelined.
Below both the 50-day at $147.25 and 200-day at $141.61 with RSI(7) at 27.5 — oversold but structurally broken. WSB mentions doubling to 80 is noise, not support. Closing the position.
Down 0.78%, about 2% under the 20-day with RSI at 44.6. 20 analysts target $161.77 for 10.7% upside, and utility cash flows remain steady — continue holding
Position: -0.3% and steady — the 4.7% 10-year pressures the sector but the dividend-anchor thesis holds, hold
The defensive utility slipped 4.1% on the week but holds above the 200-day — the dividend-anchor thesis is intact, keep holding
Eased 0.48% to $148.2. Ranked #7 on WSB with 112 mentions — retail has discovered utilities. AI-power thesis unchanged, stay long.
Up 1.3% to $148.91, utilities back in favor on an AI-panic day; holding
Down 1.4% to $146.95 — utilities oddly gave back on a falling-yield day; WSB chatter stays elevated, holding
Up 0.3% to $150.64 — the AI-power-plus-defense combo doing its job through the storm; holding
Up 0.7%, reclaiming the 20-day; the AI-power-plus-defense combo did its job in a choppy week — holding
Down 1.4% at the 20-day's underside as returning risk appetite siphoned the utility bid; the AI power logic stands, holding
Down 1.6% as hike odds pressured utilities, but WSB buzz and the AI power story persist; holding near the 20-day
+1.6% near 52-week highs; long flat, WSB buzz surging — defense plus AI power
Utility -1.8%, long -1.8%; datacenter demand plus a 3% yield, defensive hold
Utility at fresh 52-week highs — datacenter power demand plus a 3% yield; defense playing offense