Good morning, TFZ family! ☀️ The market is OPEN today, 9:30 a.m. – 4:00 p.m. ET. Futures are mixed after Thursday's brutal selloff — the Nasdaq is bouncing, the Dow is still pointing lower. The October jobs report smashed expectations this morning: 165,000 jobs added vs about 65,000 expected, and unemployment fell to 4.1%. Today is a bounce-back day, not a chase day. After the worst session since April 2025, let the open confirm before you touch anything. 📊 MARKET CONTEXT 🔴 S&P 500 — 7,353.73 (-4.36% Thursday) 🔴 Nasdaq Composite — 24,315.00 (-5.52% Thursday, now in correction) 🔴 Dow — 51,523.06 (-3.44% Thursday) 🔴 Russell 2000 — 2,729.89 (-4.45% Thursday) 🔴 SPY — $733.00 Thursday close (range $732.71–$765.97) 🔴 QQQ — $647.05 Thursday close (range $647.05–$683.65) 🔴 IWM — $270.98 Thursday close (range $270.52–$284.70) Premarket at about 8:55 a.m. ET: SPY near $735.53 (+0.35%), QQQ $658.07 (+1.70%), IWM $272.01 (+0.38%). Nasdaq futures are up about 1.3%, S&P futures are near flat, and Dow futures are down about 1.1%. October payrolls came in at 165,000 this morning, way above the roughly 65,000 expected, and unemployment fell to 4.1% from 4.2%. September was revised up to 60,000 and August to 186,000. Strong jobs keep December rate-hike odds above 65%. AppLovin gave back a little premarket ($351.43, -1.31%) after Thursday's 31% rip. Airbnb is jumping 14% premarket ($193.75) on its earnings beat and raised outlook. Tesla is bouncing 2.6% premarket ($352.72) after falling 10.77% Thursday. 📊 VIX GAME PLAN 🔴 VIX closed Thursday at 28.18, up 69.66% (Thursday range high 28.36) — its biggest one-day jump in over a year. Premarket VIX was near 26.18, down about 7%. ✅ Below 20 = calming tape, cleaner follow-through for calls ⚠️ Between 20 and 28.36 = still elevated, trade small and only confirmed setups ⚠️ Above 28.36 = risk-off, size down and wait for a real setup ⚠️ VIX is still above 28 after a 70% spike — a bounce with VIX this high can reverse fast. Do not force it.

TFZ MORNING CATALYST REPORT — FRIDAY, NOVEMBER 6, 2026 📊 PREMARKET FUTURES 🟢 S&P 500 E-minis +28.5 pts (+0.39%) 🟢 Nasdaq 100 E-minis +395.25 pts (+1.48%) 🔴 Dow E-minis -342 pts (-0.66%) 🟢 Russell 2000 futures +0.12% 🟢 VIX ~26.07, down slightly from Thursday's close 🔴 Oil steadying — Brent $97.56 (-0.69%), WTI $89.77 (-0.83%) Premarket snapshot: Reuters, 4:14 a.m. ET, Friday, November 6, 2026. Corroborated by TipRanks at 5:35 a.m. ET and RegardsOfWallStreet at 5:09 a.m. ET — direction consistent all morning: Nasdaq and S&P higher, Dow lower. 🧠 WHAT THIS TELLS US Thursday erased Wednesday's entire post-election rally — and then some. The Nasdaq closed in correction territory, more than 10% below its October record, and the chip index had its second-worst day on record. This morning the beaten-down chips are bouncing, but the Dow is still red and everything hinges on the October jobs report at 8:30 a.m. ET. A bounce after a rout is not a reversal until it confirms — wait for the payrolls print before chasing. 🔥 MAJOR MARKET CATALYSTS 1️⃣ THE AI ROUT — WORST DAY SINCE APRIL 2025 🔴 Nasdaq Composite -5.52% — closed in correction, 11.9% below its October 6 record close of 27,599.89 🔴 S&P 500 -4.36% — worst day since April 2025 🔴 Dow -3.44% (-1,833.06 pts) — more than erased Wednesday's 1,569-point gain 🔴 Philadelphia Semiconductor Index (SOX) -12.25% to 9,011.14 — second-biggest one-day fall on record 🔴 S&P 500 companies shed $2.9 trillion in market value; Nasdaq companies lost $2.5 trillion — both single-day records Why It Matters: The market read the midterm results a second time and sold. Investors fear a Democratic Congress will slow the AI data-center buildout — Sen. Bernie Sanders has called for a national data-center moratorium — and Qualcomm's weak guide plus Arm's soft royalty revenue turned caution into a rout. Theme: AI infrastructure repricing — the trade that led the market all year is now leading it down. Caution: The Nasdaq is now below its 200-day moving average for the first time since April, and 10 of the biggest AI names have broken below their 200-day lines this week. A one-day bounce does not repair that damage.

📉 HOW WE PLAYED SPY PUTS TODAY — TRADE FROM ZERO WAY 1. Price was too expensive at the (Premium Zone, $776-$782) Price pushed up into the zone, and it couldn't hold there. When price is in the premium zone, we don't chase it up. We look for it to turn down. 2. The fast line crossed under the slow line (13/20 SMA crossover) The orange 13 SMA crossed below the blue 20 SMA right around $768.50. That's momentum flipping down. The fast line (13 SMA) saying "we're going down now." 3. Price broke the middle fair-price line (Equilibrium, $756-$759) That middle line was holding price up. Once it broke, it flipped; now it was holding price down instead. That's our confirmation. We don't guess, we confirm. 4. The trend changed (CHoCH, around $750) Price lost $750 too. That's the trend change line. Buyers gave up, sellers took over. 5. Price ran down to the on sale zone (Discount, $730-$738) That's where we take money off the table (profits). Buy expensive, sell cheap is backwards. We sold the Premium, and took profit in the Discount. That's the simple Trade From Zero strategy: Premium = sell zone → Equilibrium = trend flip → Discount = target zone. Adib followed that same plan today and profited $1,921 in the group. Same chart, same rules, no guessing. 📈 We don’t guess, we confirm

@Adib Marzuq just used our Trade From Zero strategy to profit $1,921 in a day. Same strategy we break down every morning in the catalyst and watchlist. Wait for confirmation. Don't chase. Let the setup come to you. He's not a genius or have years of experience. He just followed the plan. 📈 We don’t guess, we confirm - TFZ

Good morning, TFZ family! ☀️ The market is OPEN today, 9:30 a.m. – 4:00 p.m. ET. Futures are mixed after Wednesday's big post-election rally — the Dow is pointing higher, the Nasdaq is pointing lower. Rotation is the story again today: money is changing seats, not just leaving the table. Do not chase a gap. Wait for confirmation after the open. 📊 MARKET CONTEXT 🟢 S&P 500 — 7,688.62 (+1.58% Wednesday) 🟢 Nasdaq Composite — 25,736.51 (+1.44% Wednesday) 🟢 Dow — 53,356.12 (+3.03% Wednesday) 🟢 Russell 2000 — 2,856.95 (+1.58% Wednesday) 🟢 SPY — $766.81 Wednesday close (range $762.64–$769.22) 🟢 QQQ — $691.95 Wednesday close (range $687.87–$701.45) 🟢 IWM — $284.02 Wednesday close (range $281.31–$286.17) Premarket at about 8:55 a.m. ET: SPY near $767.72 (+0.13%), QQQ $685.92 (-0.87%), IWM $284.51 (+0.17%). Dow futures are up, Nasdaq futures are down — and QQQ is sitting below Wednesday's low premarket. Jobless claims came in at 189,000 this morning, better than the 196,000 expected and the lowest since 1969. The Bank of England raised rates to 4.00%, as expected. 📊 VIX GAME PLAN VIX closed Wednesday at 16.61, down 20.26% (Wednesday range 16.57–19.22). Premarket VIX was around 17.1, up about 3%. ✅ Below 16.57 = calmer tape, cleaner follow-through for calls ⚠️ Above 19.22 = risk-off, size down and wait for a real setup ⚠️ VIX is ticking up premarket while the Nasdaq falls — a rally with VIX rising, or a selloff with VIX flat, is a weaker signal. Do not force it. 🔄 SECTOR ROTATION — RELATIVE STRENGTH VS. WEAKNESS 🟢 Strength: Mega-cap non-chip tech (AAPL, AMZN, MSFT, GOOGL), the Dow and small caps holding up, gold, and energy bouncing off Wednesday's plunge 🔴 Weakness: Chips and memory (MU, QCOM, ARM, NVDA, AMD), AI data-center names, and Snap on an ad miss The story today is rotation, not a straight risk-on day: money is changing seats, not just leaving the table. 🟢 MAIN CALL WATCHLIST 🔥 APP — AppLovin Price: $271.75 Wednesday close | Premarket: $333.12 (+22.58%) at 8:54 a.m. ET