Aug. 22 at 3:40 PM
$ROST $ETH $SHOP $DAL $FTNT Ross Stores benefits from value-oriented consumer spending, Ethereum remains driven by network activity and institutional flows, Shopify benefits from e-commerce adoption, Delta benefits from travel demand, and Fortinet benefits from cybersecurity spending. I'm watching retail traffic, crypto flows, online sales, passenger volumes, and security budgets.