GS midday observations:



Negative asymmetry around earnings (particularly in Semis /Internet)

Stalling momentum in "tariff immune compounders" in July (NFLX, SPOT, TTWO, TKO)

Capex datapoints add confirmation of AI trade (某交易平台 70% Y/Y capex growth, MSFT, META, AMZN loom)
TKO0.89%
LOOM3.34%
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GateUser-44a00d6cvip
· 17h ago
It still has to be AI saving the market.
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GateUser-ccc36bc5vip
· 07-25 18:37
The market has hit the bottom again~
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PositionPhobiavip
· 07-25 18:34
Damn, the semiconductor industry is causing trouble again.
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AirdropHunterWangvip
· 07-25 18:23
Infrastructure investment is being made but no one is in charge? Really worried.
View OriginalReply0
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