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Market Open Desk

Trade The Pool · Market Open Desk · host ttp_desk · guest tapereader_ny
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Now: Into the minutes: VWAP and the 2:00 test
  • 00:25 Pre-market: what the capex news meansNVDA, SMCI, MU
  • 00:41 The open: gap-and-go or fade?NVDA, NQ
  • 01:15 SMCI breaks out on 3.6x volumeSMCI
  • 01:58 Q&A: sizing into a theme moveARM, MU
  • 02:50 Rotation inside AI semisARM, SMCI, NVDA
  • 03:40 Into the minutes: VWAP and the 2:00 testYou’re watching this chapter live

Disclosures

Educational stream, not investment advice. Hosts and guests disclose open positions; nothing here is a signal or a recommendation.

Guest tapereader_ny holds a long NVDA position opened today. The host holds no positions.

Prices on screen: Markets data feed; futures and CFDs may be delayed.

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