B2 US

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/
Tags
AAPLAEHRAEISBWXTFNIDXXLSCCONPLTRTEMAW25NASDAQRUBINHALOUSPREVIEW