The S&P is anticipated to consolidate for 3-5 days before pushing higher into October, potentially pulling back to 6600. Small caps have outperformed the equal-weighted S&P and are now outperforming large-cap tech, exceeding peaks since 2021. Micron (MU) is reporting earnings tomorrow, and the semiconductor ETF (SMH) is expected to reach 325-330, though it's becoming stretched. For potential upticks, Reddit (RDDT), Robinhood (HOOD) and Shopify (SHOP). It's suggested to exercise caution due to overbought conditions, focusing on what's currently performing well.