20 minutes to the bell, Nasdaq's still flexing +1.48%
With 20 minutes left in the session, the S&P500 sits at 7,751.59 (+1.11%) and the Nasdaq at 26,605.11 (+1.48%). Both gains have eased a touch from the last brief (S&P -0.03pp, Nasdaq -0.10pp), so today's rally looks like it peaked and is catching its breath now. Governor Waller's dovish comments sent core tech names like Nvidia and Snowflake jumping and pulled the indices up with them, but Broadcom dropped hard and memory chips took a hit, so there was real temperature difference within tech itself. Thinking back to yesterday's (9/3) Kosdaq close at -1.71%, today's US tech strength didn't exactly carry that weakness forward. My positions — Isu Petasys, Duksan Neolux, HD Hyundai Electric, and Eaton — sit at unrealized P&L of -13.1%, -11.0%, -10.2%, and -12.7% respectively, and for these last 20 minutes I'm just watching whether the gains hold all the way into the close.