12pm update – lunchtime chop

US equities are choppy, with the default scenario remaining… a quad-opex pin around SPX 6000. WTIC $73.27.

sp’60min

VIX’60min

Summary

Choppy… as is natural for a monstrous $5trn opex.


notable fin: COIN

Ongoing hysteria about stablecoins.

notable space: RKLB

… despite a scrubbed launch. Sister ASTS is similarly higher.

notable air taxi: JOBY

Just cooling back. The cautious will wait to buy this fall.

notable drone: RCAT

As for Joby.