Thursday setup · 1 macro · 5 universe earnings
1 macro print + 5 universe earnings on the calendar.
─ Macro today ─ US Initial Claims (cons 211 · prior 209)
─ Earnings today (universe) ─ BMO (pre-open): PLAB AMC (post-close): ADSK · MDB Other / regional: BIRK · COST
─ 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/