$Apple(AAPL)$ 290CStill up +256% on the live book, after peaking at +370%. The June CPI came in cooler at -0.4% month-over-month and 3.5% year-over-year, with core flat, and tech led the way higher. However, yields firmed up into the release, and the overall tape turned defensive going into the close. I held all three sessions today with zero new adds—chasing a green screen into overhead supply is a good way to get trapped. $Goldman Sachs(GS)$ $1050 calls are up +96% after the banks caught the earnings bid, $KraneShares CSI China Internet ETF(KWEB)$ is up +36%, and $Nu Holdings Ltd.(NU)$ is up +31%. PPI on Wednesday is the next data point to watch.
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