Morning Beat!
$/ES 7508 Up 7.75 0.10%, /NQ 30,127 Up 74.35 0.25%, /YM 52,575 Up 3.000.01%. $AMD gets a boost from Wells Fargo $3.06 0.57%. Another Upgrade on the airlines. Oppenheimer downgrades $MS, $GS, $BAC, $C. $SMCI office raided overnight, another hit for Super Micro. $SNDK Higher after Bernstein raises target to $3000. $DIA has stalled out, $QQQ leading to the up side. #thestrat
Morning Beat!
/NQ higher by $338.88, /YM higher by $262.00, $SPX Up by $63.25. $CMCSA up 19% as it splits into two companies. $GOOG higher up on overnight trading.
Iran never ends. /CL up a tad. Watching $RKLB and $IRDM. $META trying to get off the mat. $DIA looks to give us a nice open. $XLK, $XRT, $XLF, $XLC, $XLV .
All better this am.
#thestrat.
Morning Beat!
Futures lower across the board. $SPX lower by $36.50 0.49%. $/NQ Lower by $364.50 1.24%. /YM lower by $44.00 0.08%. Tech lower by higher costs. $MU, $SNDK, $WDC, $AMD, $NVDA. /CL lower and $GLD higher. $ON lower on a acquisition. Big upgrades on airlines they already moved. Still loving $XLP, $XLB, $XRT, $XLF, and possibly $XLI.
#thestrat
Morning Beat!
/NQ higher by $620.00, /YM higher by $60.01. $SPY and $QQQ both higher but still inside day. $/CL, $GLD, $SLV all lower. Yields and dollar are higher. $MU starts to inflate balloon. $MU up $176.34 17.02%. Watching $GLW, $QCOM, $SNDK, $IBM. $DIA handily inside day Watching $XLP, $XRT, $XLF, $XLK, $XLI.
#thestrat
Morning Beat!
/NQ higher by $185.88, /YM higher by $75.00, $SPX at $7367. $XLK slightly higher by a dollar. We shall see if the techs can hold yesterday's gain.
$XLV and $XLF performed well yesterday. /cl sitting on a two month low. $GLD lower again. $GOOG higher.
$XLP buy on weakness. /10Yholding at 4.5%.
#thestrat
Morning Beat!
Fortieth crack at the Iran situation for peace. This war is all priced in this market. /CL back below $80.00. Energy lower across the group. $XLU unchanged. $DIA should be led by $XLI, $XLY, $XRT, $XLP, $XLB. We shall see if the Lag 7 can hold up. Cautiously optimistic. Rates will go higher. Earnings and Unemployment and lingering Iran Issues and valuations, seems to be the things that can bring us down. Don't Chase this Market please!
#thestrat