42 Macro

Traders who did not heed our crowding models bearish signal in the NASDAQ 100 from earlier this week should take advantage of the elevated price levels to take profits

— 42 Macro

Dr. Mo got us back long the Nasdaq 100 back on April, I think it was on April 11th here. And so you know, it's just been a wicked straight line up. There's a lot of crowded bullish positioning in this trade. We're not making the call that this is the beginning of the secular bear

— 42 Macro

our crowding model is currently generating a bearish signal in the NASDAQ 100, so traders should take profits

— 42 Macro

the S&P 500 and the Nasdaq 100 are on track for their best quarterly gains in 6 years, driven by the advent uh of the fresh bubble in AI stocks... will the confluence of crowded positioning and deteriorating macro and micro signals perpetuate a deepening correction?

— 42 Macro

from a short-to-medium-term perspective, yes. Investors with a medium-to-long-term time horizon should emotionally prepare to ride out the expanding volatility.

Micron earnings tonight represent the most crucial microeconomic event of the year-to-date.

— 42 Macro, at 0:00

Nvidia's guidance was disappointing and signaled headwinds from increasing competition and investor concentration.

— 42 Macro