Midday Missive

Micron put in a new all time high by 1 tick.

NFLX traded to the old high @ 354.36. I would need to see a 248.83 print to think it was significant.

Spu’s...2714 confirms the overnight low.

For three weeks I’ve been saying that the Chips and names like SQ,PYPL,NVDA et al were the place to look for alpha.

The Game has not changed.

PSX,VLO all have good lows.

The world is buying U.S. Tech and Oil.

Trade the names and the market that’s in front of you off it’s own technicals

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