C+
The day ahead US session ·

Thursday setup · 1 macro · 6 universe earnings

1 macro print + 6 universe earnings on the calendar.

─ Macro today ─
US Initial Claims            (cons 210 · prior 211)
─ Earnings today (universe) ─
BMO (pre-open):  DE
AMC (post-close): ATS.VI · DECK · MRVL · WDAY
Other / regional: ADSK
─ Watchpoints active ─
TSMC monthly revenue                 ~10th of each month
SK Hynix monthly memory shipments    monthly
Samsung Foundry monthly              monthly
Taiwan export orders                 ~20th of each month
Korea trade preliminary              1st of each month
SIA global semi billings             ~30th of each month
Setup refreshes as events land. Full day coverage in feed.
→ /tape/

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