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mkt thoughts into the open - 4 jun 26
Interesting tape into the open - we had a wave of selling in high beta recent performers. Memory was hit hard, alongside with the neocloud and nuclear space. However, interestingly to me, the hyperscalers are all up for the day. IMO, i think the selling pressure into the open quickly reverses and we would end up green on the day.
once again, have a plan, trade your plan.
Good luck!