Cracks In The Big Tech Rally
MRKT Matrix
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Bank of America's Performance and Retail Earnings
Analyzing Bank of America's reliance on consumers and discussing the stock's technical levels, as well as examining retail earnings with a focus on Target's performance and skepticism about a breakout. Comparing Walmart and TJX's performance and highlighting their different business models, discussing Walmart's inventories and guidance, and mentioning the potential downside risk and consumer trading down.
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Transcript
