In case you’re wondering why it feels like every higher beta growth stock you own is getting absolutely relentlessly annihilated. -27.5% and probably higher after close today. Higher than 2021 fed shutting the printer down. July typically is a pullback but this is on the levels of dot com burst, with companies actually still making money. TSM and ASML just had stellar quarters, mag 7 probably keeps spending.
Anyways, calls. Onward!
