BGC Priv Journal
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Looking good so far

Despite head line econ numbers, NXPI and QCOM both have a lot of exposure to Chinese OEMs. For both, across mobile, auto, IoT, industrial (NXPI specific) y/y and sequential growth was down for all regions expect China which grew y/y and sequentially which is expected to continue looking towards Q4. Just 2 examples, but strength in chinese demand growth has been a common theme so far in 3Q'24.

Looking across crypto / copper/chinese equities and their inflections in trend, it all seems to point to liquidity filtering through from their easing.

Bullish situation in confluence with US fed policy shift and conclusion of the election cycle.
👍32
Pepe looks insane
🔥6
Random - Bank's look bullish af, even regional's up 5-10x off the lows.
5
Forwarded from BasedGod Cap
not a bad punt
2
BasedGod Cap
not a bad punt
finally over the ma and out the base, lets see if can run the fibs
BGC Priv Journal
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closed & replaced with Suncat as beta

if TRX rly goes for another leg, suncat likely re-rates up and 6mil is not a bad spot to hold a lev position. Out at any signs of a break down in the TRX leg