post mkt thoughts - 9 jun 26 one of the most intense trading sessions since last week when we visited new lows. I believe this is the start of the new wave of the rally in semis. We probably shook off alot of the overhang from the SPCX IPO and alot of levered structures were probably unwound. Think the market has more room to go up now. ORCL earnings ahead. Like what i previously said, i am very bullish on the compute shortage and ORCL will be the posterchild for a ticker that the market punished for capex before - getting rewarded. On Neoclouds, NBIS the clear leader - it probed the 200 area and held very strongly even in the earlier wave of semis unwinding. Next wave for NBIS would be targeting the 380s region (just from drawing squiggly lines) no FA. Good luck!(degentrading)