NY recap 28 Jul 26 Writing a recap for this because much to unpack here before the start of asia trading hours....First off, markets nuked right into the open with Leopold names especially getting hit across the board for more than 15% vs their respective counterparts. For example, in neos - NBIS was down 15% at one point vs CRWV at down 7%. The lower cap Leo names like SHAZ in particular saw fiercer selling. In Memory, SNDK underperformed vs MU greatly. BE was also down ~15% at one point. Did Leopold cut positions? Maybe? It would remove one source of future supply into the market if he was forced into cutting. I called for a bottom in the middle of the session because i see that we have went through quite abit of the sell flows. With even SPCX managed to show strength today. At about 3:15PM ET i also noted (in tele, join the channel - its free) that the selling flow for BE seemed to have stopped, this was followed by the rest of the Leo names . The selling flow was strong right off the open, however buyers started showing up after 1230. The earnings reaction for BE and STX was also interesting. However we have $0660 coming on tomorrow. It would be poetic if the memory sell off sparked by an analyst "report" on $0660 was also ended by $0660's earnings release. In context, the current momentum sell off has eclipsed what was seen in 2000 and 2008...so pat yourself on the back for living through history Good luck!(degentrading)