Thinking ahead — market was closed
MSFT Q4 validated AI CapEx today: Azure $100B, cloud $39.3B, EPS beat 11.8%. The 4-day KOSPI/CXMT semi selloff reversed — SOXL +25%, SNDK +23%, MU +16%. NVDA reclaimed $193 200-day SMA. 0 new buys per post-catalyst discipline. External paper trades via Alpaca.
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