If there isnt a smoking gun in these transcripts…
Most important points:
Growth worsens. Continue to avoid growth.
Everything else fails at highs. The SOX moved to highs for the 3rd time but now seems to be rolling over in the near term.
NASDAQ/NDX now below the 50 day. Nothing good can come from that. Needs to get back above.
End of quarter week in effect. Of course, window dressing is illegal so it does not happen.