* And fading it… I don’t own and am currently short (and have been recently short C, JPM, GS, MS, UBER, NFLX, homebuilders, etc.) some of the most consensus sectors. I am long some of the most non-consensus sectors. Consensus Longs: * Memory: SanDisk ($SNDK), Micron ($MU), Intel ($INTC), AMD ($AMD), Applied Materials ($AMAT) (“it’s different …
Read in context ›Adobe Stock (ADBE)
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Articles
83 articlesDaily Diary Mentions
5 mentionsExamining ‘Group Stink’ Divergences Aplenty in Monday's Trading Monday's market advance had some conspicuous and worrisome divergences: * Market breadth was poor and leadership continued to narrow (even more noticeably than in the past few days): * The VIX strengthened to 18.38 (+1.19). * Financials were noticeably weak. Homebuilders, restaurants (Shake ...
Read in context ›Adobe Trade I bought small Adobe ADBE (after the EPS report) at $251.76.
Read in context ›Key Observation Software/consulting/security are death ( ( CRM ) , ( ADBE ) , ( ACN ) , ( CRWD ) )
Read in context ›Good Morning! Here's What's on Tap for Thursday Happy Thursday!! Oh, what a day we have in store for you!! If you love the macro, and be honest... who doesn't love the macro, this will be a day for you. Come 08:30 here on the East Coast of North America, we'll get hit…
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