9/6 Post-market TMT Breakout: Trading thoughts, sell the news action/$AAPL breakdown remind us of late July, $INTC sounds good at Citi, $SE less TikTok competition, $ROKU +ve, $GTLB, $TMUS

Getting this out a little early today as need to head out so apologies if doesn't line up perfectly w the close. More from Citi and GS conf tomorrow AM

$QQQs fell and price action was notably weak and big stand out with $AAPL and $NVDA down more than 3%. Internet underperformed, large cap and apple suppliers underperformed; China internet was flat and software was flat on back on $AYX buyout news Hard to point to something on $AAPL today other than China ban news but imo it was just a delayed reaction to yesterday's news that TSMC was lowering orders and Huawei phone potentially taking back China share.  I mentioned yesterday it was hard to get bearish with the price action in line with what you would expect - beats getting rewards and misses getting hit.  Today's action was a slight change in character although we need more than 1 day to call it a trend and the day wasn't without some positive standouts; still, leaning a bit more cautious here especially with $AAPL breaking down. Wit…