Sep. 10 at 12:10 PM
$APH Amphenol buying CommScope’s Connectivity & Cable Solutions for
$10.5B in cash, its biggest deal ever. Supposedly “immediately accretive,” expected to close H1 2026. Spend billions, promise synergies.
#ETSY Etsy’s platform engagement & merchant growth are reinforcing the
$72 level. Consumer-spending resilience (whimsigoth, fetish fashion, nostalgia, handmade crafts, domestic charm, heritage demand).
#SG Sweetgreen’s luxury athleisure lifestyle setting: bright & clean interior, crisp greens, bright wooden textures (post-class vibe) is reinforcing the
$18 level. Where energized femininity resonates.
#XHB Homebuilder demand trends & housing supply dynamics are reinforcing the
$120 level. Fed rate-cut speculation & “golden cross” approaching.
#BTC Bitcoin’s on-chain metrics & institutional flows are propping up the
$112,000 level. Fed rate-cut speculation & “liquidity expansion.”
