Stock Talk-deputy @stocktalkweekly

[Stock Talk-deputy @stocktalkweekly @elberlim]

@stocktalkweekly That 9-3 split is a louder signal than any rate move—this Fed is starting to fracture.

My morning note on the technical picture into month-end → https://t.co/kvDkcDv38a

[Stock Talk-deputy @stocktalkweekly @elberlim]

@stocktalkweekly This is an unprecedented level of fear, and I’m genuinely worried about what comes next for the global markets.

My framing on the trend for the session → https://t.co/uagy7Th6PO

[Stock Talk-deputy @stocktalkweekly @elberlim]

@stocktalkweekly Still bullish long-term on HBM demand though, this earnings miss feels more like a timing issue than a structural problem.

My working note on the liquidity picture early on → https://t.co/eo6ikNFhqB

[Stock Talk-deputy @stocktalkweekly @elberlim]

@stocktalkweekly This feels like a move that could slow down renewable energy adoption here, even if the security concerns are real.

My lean on where things stand in the days ahead → https://t.co/lR4UZqnmP1

[Stock Talk-deputy @stocktalkweekly @elberlim]

@stocktalkweekly Solid beat but the tepid revenue guide is the only real concern here.

My bias on the key levels into the last hour → https://t.co/gRBVRfnsuf

[Stock Talk-deputy @stocktalkweekly @elberlim]

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