Aug. 28 at 7:36 AM
$TMC $VTI $AMAT $NKE $SLS TMC remains tied to critical-mineral development, VTI provides diversified total-market exposure, Applied Materials benefits from semiconductor capex, Nike remains focused on brand recovery and consumer demand, and SLS remains dependent on clinical progress. I'm watching commodity demand, market breadth, chip spending, retail trends, and clinical catalysts.