markets finally gave us a day off from the chop and gave us a taste of a bit of green lol - trump iran headlines leaning…
markets finally gave us a day off from the chop and gave us a taste of a bit of green lol
- trump iran headlines leaning towards an end to the war (if you believe them)- consumer confidence huge beat this morning- midterms will be a clearing event and allow us to move past it - big tech earnings this week will be good even if the capital raises via debt/equity are keeping their stocks down, ultimately people just have to be okay with $meta diluting now to grow in the future - anthropic numbers not as bad as expected- neocloud sentiment the worst it’s been, if there is any positive news then these companies get a bounce- $sofi smashed earnings and the guide even with rate hikes expected, good for financials if a company at their size and grow that fast within a bad macro for rates- high beta names like $tsla back above $400, not fully indicative of risk on but you don’t see that during risk off periods - companies with great earnings that got sold off initially starting to retrace upwards like $amkr and $bewhat do we think…fake rally or enough capitulation to mark some form of a short term bottom?Source: amit
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