US equities open on a positive note, but the gains are shaky. WTIC $78.28. USD is -0.4% at 109.89
sp’60min
VIX’60min
Summary
Suffice to add… we’re pushing for purple gap and 5900, which would be the more natural OPEX settlement. 6K looks a real stretch.
–
notable stock: TSLA
I’d look for an OPEX pin around $425
–
notable semicon: NVDA
If you’re bullish the main market into the spring, you have to expect net upside for Nvidia.
—
notable nuclear stock: SMR
Nuclear stocks catching some interest. I want the $22s
—
notable health: LLY
Updated guidance… a little on the weaker side.