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Content

Market Recap:

0:00 Intro

0:55 Market Performance: Value Rotation

2:55 Heat Map: MCD Shines

6:45 Commodities: Nat Gas Or EQT?

8:35 Options: ORCL Rebound & VIX 20

12:33 Charts: Big Test To Inverse ABC Tomorrow

23:30 Outlook: CSCO & CRCL

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Comments

Jiffy

Garden variety pullback exaggerations and delusions. The AI theme is about funding the build out. NVDA upped to $350 PT. .gov opening today. This is a no-brainer.