9/7 Post-market TMT Breakout: Lots to go over -- Trading thoughts, software/internet outperform, $INTC continues to rip, $AAPL supply chain gets hit
CS and GS conferences wrap up - yawn!
Well, nothing like a day like today to get us out of the August doldrums with some interesting dispersion at both ends -- $QQQs dn 70bps does not tell the full story. Lots to go over - let's get right to it:
The story of the day was news that China was expanding their iPhone Ban to SOEs. $AAPL was down 5% at one point on heavy pre-market selling but b…