Mixed tape, oil offered

Overnight

  • SPY 761.59 vs 762.60 close (-0.13%). QQQ 719.43 (+0.35%). DIA 516.68 (-0.32%).
  • WTI 97.56 (-4.27%).
  • Watchlist moves: GOOG +2.78%, AMZN +0.90%, META +0.52%.
  • Vistra vs. Constellation vs. Talen Energy: Which Nuclear-Heavy Stock Is the Better AI-Power Bet?
  • GE Vernova and Vineyard Wind Settle $300M-Plus Offshore Wind Dispute

Levels I care about

TickerLevelWhy it matters
SPY762.60Yesterday's close — first line I respect
QQQ716.92Yesterday's close on the Nasdaq tape
DIA518.35Yesterday's close on the Dow tape

On deck today

  • TSLA earnings window Oct 21-28 (est.).
  • GOOG earnings window Oct 26 to Nov 4 (est.).
  • META earnings window Oct 28 (est.).
  • MSFT earnings window Oct 28 (est.).
  • AMZN earnings window Oct 29 (est.).
  • AAPL earnings window Oct 29 (est.).
  • If a print or speaker matters more than the tape, it will show up in the next note — this one stays with prices I can verify.

What I'm doing

Nothing. No plan written before the bell. Watching the dashboard names; no new risk from this note.

Not financial advice. My opinion on the morning it was written. I may hold positions in anything mentioned. Full disclaimer →

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