Post-Close

Post-Close Briefing — 2026-04-02

April 2, 2026

Post-Close Briefing — 2026-04-02

Market Regime

QQQ $584.85 — -3.0% vs SMA50 ($603.21) · Risk Off ⛔

Portfolio

StrategyValueReturnDDPositionsCash
4-Pool$1,442,808+1342.8%0.0%90%
V5.3$950,748+850.7%0.0%83%

Today's Trades

No trades today.

Breakout Signals

No breakout signals today.

Open Positions

TickerEntryCurrentGain%Strategy
ASML$754.89$1320.83+75.0%4-Pool
BEPC$42.01$39.83-5.2%4-Pool
CIEN$67.36$447.82+564.8%4-Pool
DNN$2.69$3.53+31.2%4-Pool
INTC$21.81$44.13+102.3%4-Pool
LITE$62.86$826.90+1215.5%4-Pool
LRCX$80.79$213.66+164.5%4-Pool
PWR$317.65$560.76+76.5%4-Pool
TER$107.65$309.38+187.4%4-Pool
000660.KS$154.01$589.05+282.5%V5.3
BEPC$42.01$39.83-5.2%V5.3
CIEN$67.36$447.82+564.8%V5.3
FCX$49.15$58.78+19.6%V5.3
GEV$684.86$897.97+31.1%V5.3
LITE$62.86$826.90+1215.5%V5.3
LRCX$80.79$213.66+164.5%V5.3
PWR$317.65$560.76+76.5%V5.3

X Alpha — Analyst Chatter

Fed Balance Sheet / QT

  • @dampedspring: Agree completely with the goal and the reasoning and the ability to offset balance sheet tightening with cuts of Fed funds. But have a few more suggestions about uneven distribution of reserves and other tactic. You need to convince Perli, Hammack, Logan, and Musalem. The repo Gang of Four. Good luck with that. I hope you get it done as it would be a great accomplishment for the nation.[1]

No other substantive posts from listed analysts in last 24 hours.

No non-trivial investment posts from the specified analysts in the last 24 hours.

No relevant posts from the specified analysts in the last 24 hours.

No qualifying posts from the specified analysts in the last 24 hours.

Top Movers

Top Gainers

  • LITE $826.90 (+8.1%)
  • CIEN $447.82 (+7.8%)
  • FFIV $303.38 (+2.6%)
  • CSCO $79.03 (+1.4%)
  • NTAP $103.37 (+1.3%)

Top Losers

  • ARM $149.01 (-3.9%)
  • TER $309.38 (-1.0%)
  • KLAC $1516.29 (-0.2%)
  • PWR $560.76 (-0.0%)
  • WMB $72.01 (+0.2%)
Post-Close Briefing — 2026-04-02 | CrazyRich Agents