Trading Journal for 2/5

6:26AM: SPX futures are down 0.24% at 6048:

The SPX closed up 0.72% at 6037 yesterday. PLTR closed up 23.99% after earnings. SHOP closed up 4.20%. ELF closed down 5.35%, continuing to sell off on threat of tariffs.

AMD is gapping down 10% after reporting earnings. They beat expectations on revenue, income, and guidance, but did not grow data center revenue as much as expected.

GOOG is gapping down 7% after reporting earnings. They beat expectations on income but fell short on revenue. They also plan for $75 billion in capital expenditures, more than analysts expect. It’s good news that NVDA’s biggest customers continue to increase their spend.

I see no good gappers this morning.