$ES and $NQ are up around 0.6%, with the S&P 500 and Nasdaq both touching record highs today. Treasury yields are easing from two-decade highs, with the 10-year down about 4 basis points to around 5.27%.

Optical and foundry names are leading the tape, with $LITE up around 10% and $TSEM around 8%. $TSEM joined the PHLX Semiconductor Sector Index, while Bernstein started $LITE at Outperform with a $1,220 target. $LITE revenue more than doubled to $1.01B. Equipment names are also higher, with $AMAT up around 3%, $GLW around 3% and $CRDO around 5%.

Heading into the close, Korean chip names are extending their advance, with $EWY up around 2.5% today. SK Hynix and Samsung Electronics, which make up nearly half the fund, are extending gains on AI memory demand. The fund is up around 135% over the past year and about 14% below its June high.

$BB reported Q2 FY27 revenue of $163.3M, up 26% YoY, with adjusted EPS of $0.07 versus the $0.04 expected. On the day, $BB is up around 3%, with the raised full-year outlook weighed against a Q3 guide of $143M to $154M, below the $149.6M consensus. → Revenue: $163.3M versus the $145.6M consensus → FY27 revenue now guided to $616M to $636M, from $594M to $621M QNX revenue rose 27% to a record $80.3M, with the Coretura design win for the Volvo Group and Daimler Truck venture adding more than $100M to the royalty backlog.

$BTC JUST BROKE $79,000 🚀 $32 BILLION ADDED TO THE CRYPTO MARKET IN 60 MINUTES.

$BTC You are going to look back 2 years from & the only problem you're gonna have is that you didn't buy more. When in doubt, zoom out.

$BTC Has retaken its Summer 2024 lows against the S&P 500. Especially that week that made crypto move was one where it gained back a lot of ground. Now it is key it can hold on to this area and keep the outperformance going.

$BTC has 2 liquidity clusters right now. On the upside, there's short-side liquidity around $78,700-$79,800. On the downside, there's a long-side liquidity around $73,000-$76,000. Which liquidity zone would Bitcoin sweep first?

$BTC - Update Looking for that test higher if we hold this support here. I am anticipating another low to come, but if we pump from here i will look for entries on pullbacks.

On the session, $RKLB is down around 5.5%, giving back yesterday's gain with the $1.94 billion equity offering completed. The offering replaces a $3.6 billion bridge commitment and fully funds the pending Iridium acquisition. The stock had rallied around 6.5% on Thursday, with Neutron hardware testing under way and the Iridium deal still awaiting regulatory approvals.

$CRWV is down over 4% on the session, with a $3.0 billion convertible offering and an equity program announced today. The notes due 2033 carry a $500 million option, alongside an at-the-market program for up to 35 million Class A shares. CoreWeave reported more than $25 billion of net new customer commitments between June 30 and August 11, with contracted power at 4.2 gigawatts.

Heading into the close, $CRWV is up around 2%, giving back a session gain of about 5%. CoreWeave announced the bring-up of multi-rack NVIDIA Vera Rubin NVL72 clusters, putting hundreds of Rubin GPUs into a single cluster for agentic AI workloads. Trade $CRWV volatility with a Vest Capital funded account and access up to $25k in trading capital.

$BTC — Continuation Swing Long I'm officially in my second swing long... Entry: 76.2K I still think 74.3K is possible, and price could visit that area. But from a positioning perspective, it's not worth waiting for another 2% move lower before getting positioned when targeting 100%+ to the upside. I'm prepared to hold this position in drawdown if needed. The next major move will be to the upside, and most will be stuck waiting for lower prices when it happens. Don't panic if you aren't positioned yet. Another sweep could very well come, and price may remain stuck within this range a little longer. Let the games begin. 🎲

$BTC is right at the 50W EMA level. A weekly close below this could push Bitcoin towards $72,000-$74,000.

Study. The past 3 CPI prints have resulted in $BTC rallying 5%+ within 8 days. Asia just swept the lows. The bear trap is set. Let's see if we get a similar movement this time around. As always, news is priced in.

$BTC - Update This is the ideal path for today legends.

$BMNR is up close to 8% on the session, with $ETH trading higher and crypto treasury stocks broadly rebounding. The Senate holds a cloture vote on the CLARITY Act on September 15, and Bitmine holds 5.93 million ETH as of September 7, about 4.9% of supply. Trade $BMNR volatility with a Vest Capital funded account and access up to $25k in trading capital.

If you simply observe significant sweeps of the highs/lows, you’ll realise just how profitable it is to take positions around these areas. When we sweep significant highs/lows, emotions peak. You start seeing people sway heavily in one direction, sentiment becomes one sided, and everyone suddenly raises targets or lowers targets. That is where the opportunity is. That is simply why I am patiently waiting for a significant sweep of the highs for my $BTC hedge short. HTF sweeps have always been some of the most effective areas for me to take solid RR trades with simple invalidation. You really don't need to overcomplicate it. Less is more. My biggest gains have always come from keeping things simple.

$BTC is dropping toward $77,000 after PPI came in hotter than expected. The key level to watch is $76,500. A decisive break below that level could open the door to a much sharper move lower. Meanwhile, rate hike expectations are increasing, while Brent crude is surging toward $107. Macro conditions are getting increasingly challenging for risk assets. ⚠️

$ETH has been ranging between $2,450 and $2,550 for weeks now. For another leg up, Ethereum needs a weekly close above $2,550.