Monday setup · 2 macro · 12 universe earnings
2 macro prints + 12 universe earnings on the calendar.
─ Macro today ─ ISM Mfg PMI (cons 54.7 · prior 54.5) ISM Mfg PMI (cons 54.7 · prior 54.5)
─ Earnings today (universe) ─ BMO (pre-open): IDXX · TEM · TSEM AMC (post-close): AAPL · AEHR · AEIS · BWXT · FN · LSCC · ON · PLTR · VRTX
─ 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/