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mid day thoughts
- 10y yields at 4.5% and 30y at 5.05% - yields are breaking out for the 30y and while this probably doesnt stop the equity train, i think this will definitely sap some momentum from the market.
- memory continues to hold with $mu outperforming $sndk
- $WOLF has held on to its pre market gains but another dark knight emerges - $NOK trades strongly above 14 - making a almost 10% gain for the day. This could be related to speculation building upon $NOK being mentioned in $NVDA earnings call for next week