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Morning Dose #329 Neutral

Morning Dose #329: One Sector Green: Trading Around the 10AM Warsh Speech – Friday 8/28/2026

Situation Awareness: Cautious. Tech-led melt-up meets a policy checkpoint — Thursday’s tape was a narrow, semiconductor-and-software affair (Nasdaq +1.6%, S&P…

Aug 28 5:34

NVDA CRM CRWD+7 more

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Morning Dose #328 Neutral

Morning Dose #328: NVDA Beats Big, But Breadth Says Caution – Thursday 8/27/2026

Situation Awareness: Cautious. Futures are pointing sharply higher into the open, powered by NVIDIA’s blowout after-hours print — revenue up…

Aug 27 6:09

NVDA CRM CRWD+7 more

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