Chart of the Day
Position: None
Tweet of the Day
Position: None
Howling About the Data Center Spending
Wolf Street howls about the exponential data center build.
Position: None
In Just a Week, the Bearish Chatter in the Semis Has Turned Overwhelmingly Bullish
You can see, feel, and hear the difference in sentiment. People are jumping back into the semis wholeheartedly.
Leverage Permeates the Global Capital Markets
* Though as we learned with the forced liquidation of the Situational Awareness hedge fund, the timing is uncertain…
Position: None
Oscillator Back to Overbought
The S&P Short Range Oscillator is back to overbought at 0.95% vs. -0.77%.
Position: Short SPY (M), QQQ (VS)
Wall Street Has Shifted Back to Bullish on the Semis. Here’s How to Play a Rally.
Last week was the big freak-out in the semi names. This week, people are jumping back in. Will it be a straight line to new highs?
Monday’s After-Hours Advancers and Decliners
After-Hours % Advancers
After-Hours % Decliners
Position: None
Monday’s Closing Market Data
Closing Volume
– NYSE volume 3% above its one-month average
– NASDAQ volume 39% above its one-month average
– VIX index: down 1.19% to 15.80
Breadth
% Movers
Nasdaq 100 Heat Map
Closing S&P 500 Heat Map
Position: None