A.M. Look 7/7/26

Trade the numbers.

The rotation out of
Storage & chips back into hyperscalers is still playing out from last week.

I’m more interested in the models mid week.

I can make a case the indices hold right here based off the spreads and the Nasd 50 DMA, but until the Nasd close above its qtrly pivot, pick your spots and take the money.

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