Wednesday setup · 1 macro · 3 universe earnings
1 macro print + 3 universe earnings on the calendar.
─ Macro today ─ ISM Services PMI (cons 53.8 · prior 53.6)
─ Earnings today (universe) ─ AMC (post-close): AVGO · CRWD Other / regional: PATH
─ 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/