MP(@MoneyPrinter0x):current bias on equities going into earnings season & fomc: wednesday 07/22 -> capex sector $mu $intc goes up post goog earnings weekend 07/25 - 07/26 -> last war black swan headline long flush monday 07/27 -> shaky to flat us capex // $cxmt ipo good amount priced in tues 07/28 -> big up post-fomc (no cuts, but forward-looking outlook revised to be less hawkish -> severe big up on risk-on) wed 07/29 -> strong up continuation post-aapl earnings (reversal of aapl price hike that started micron downfall) ------ positioning: bidding $mu $intc $hood $nvda $spcx today, half at 945am & 10am monday 07/20 half at 3.45pm close nfa dyor, glhf!

2026.07.20 12:46

current bias on equities going into earnings season & fomc: wednesday 07/22 -> capex sector $mu $intc goes up post goog earnings weekend 07/25 - 07/26 -> last war black swan headline long flush monday 07/27 -> shaky to flat us capex // $cxmt ipo good amount priced in tues 07/28 -> big up post-fomc (no cuts, but forward-looking outlook revised to be less hawkish -> severe big up on risk-on) wed 07/29 -> strong up continuation post-aapl earnings (reversal of aapl price hike that started micron downfall) ------ positioning: bidding $mu $intc $hood $nvda $spcx today, half at 945am & 10am monday 07/20 half at 3.45pm close nfa dyor, glhf!

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