"Earnings season is now over. So now we get to focus on headlines and vibes. Vibes right now are pretty terrible (which should be Bullish!), even with the QQQ’s still up +6.5% YTD and SOXX up +27% YTD. Is that enough to sustain a bottom? I don’t know! I’m not the macro guy…I literally spent last night doing multi-variable algebra to estimate APP’s Gaming and eComm Revenue split." - JPM's Mark Schilsky
Earnings next week.
While everyone else is focused on $CRWV $NBIS, I got my eyes set on Grocery Outlet and Noodles & Co.
I keed I keed.
All 👀’s on the neoclouds…
Earnings announcements dropping daily.
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