I haven’t gone through the earnings for SMCI, however from a technical perspective 47, give or take, should be pivotal.

Risk spreads held their respective 50 DMA’s last night.

A breakdown below those levels will lead to a descent selloff.

It’s summer. Volumes are down as many are on
vacation.

David and I are focused on the first capital flow for opportunity, after which it’s time to do something else.