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NFLX Sell-Off, GME Insider Conviction & The Warsh Fed Pivot
Season 2
Episode 84
Published 5Â months, 2Â weeks ago
Description
Here is the trade setup for the Wednesday open. As the 'Warsh-led Fed' becomes the base case, the market faces a valuation reality check.
🚀 Stocks to Watch: • NFLX: Sliding 4% pre-market on a 'sell-the-news' event. • JNJ: The definitive flight-to-safety play as tech wobbles. • GME: High conviction following a 500,000 share purchase by CEO Ryan Cohen. • AVR: Up 24% on a strategic $200M capital raise.
📉 Key Levels: • S&P 500 (/ES): 6,865 Resistance | 6,780 Support. • Nasdaq 100 (/NQ): 23,150 Resistance | 22,850 Support. • 10Y Yield: Testing 4.31%—a major headwind for the Magnificent Seven.