either today is a massive bear trap for semis or every chart is about to get uglier
honestly was a very low volume day with the bond markets closed but it feels like fear of an Anthropic IPO not working out, random CXMT memory headlines, Hock Tan saying everything feels like a casino, OpenAI’s little accounting error last week, and rising oil prices didn’t helpQ3 earnings can’t just beat, they have to show sustainability in their growthif not, the street might just rotate to the companies that can compound without needing capex to justify their earnings storySource: amit
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