Tuesday setup · 0 macro · 3 universe earnings

─ Macro today ─
No Tier-1 macro releases scheduled.

─ Earnings today (universe) ─
BMO (pre-open):  CAMT
AMC (post-close): CAVA
Other / regional: SE

─ Watchpoints active ─
TSMC monthly revenue                 ~10th of each month
SK Hynix monthly memory shipments    monthly
Samsung Foundry monthly              monthly
Taiwan export orders                 ~20th of each month
Korea trade preliminary              1st of each month
SIA global semi billings             ~30th of each month

Setup refreshes as events land. Full day coverage in feed.
→ /tape/