Economy | Geopolitical
Oil (WTI) – backs off ~107 high to 102 on profit taking —> no headline progress on Iran
AAPL earnings (after market close) —> last of MAG 7 before NVDA (May 20)
Active Positions
NKE TSLA
No change.
LLY
+6.5% on strong earnings, raised guidance
Initial reaction zone —> Daily Kijun / trend line ~915-920

—> Like with SBUX —> offering stronger post report entry
Execution plan —> remain on sideline — opt to de-risk into weekend
—> On watch