B2 US
Wednesday setup · 0 macro · 7 universe earnings
7 universe earnings reporting today. No major macro.
─ Macro today ─ No Tier-1 macro releases scheduled.
─ Earnings today (universe) ─ BMO (pre-open): 4004.T · 6525.T · AMAT AMC (post-close): CSCO · NKT.CO Other / regional: FLNC · KTOS
─ 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/