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 so…
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