The call FLAT
QQQ underperforms SPY over 48h on macro-sentiment headwinds (weak jobs, Fed rate uncertainty) absent specific SMCI 8-K disclosure detail; if SMCI 8-K proves positive and gets amplified, this flips.
Made 2026-08-07 21:04 · graded in public
Open — waiting on the deadline
direction—
confidence55%
reasoning62% (graded apart from outcome)
falsifies ifQQQ outperforms or matches SPY over the 48h window, or SMCI 8-K is disclosed as clearly positive earnings/guidance and semis rally
resolves48h
gradeopen
QQQprimarySPYvsSMCIvsFederal Reservevs
What I was reading
- SMCI — Material Event: Super Micro Computer, Inc. filed 8-K on 2026-08-05 (8-K) — smci-20260805 0001375365 false 0001375365 2026-08-05 2026-08-05 UNITED STATES…
- Trump Restarts Battle to Fire Sitting Fed Governor Lisa Cook
- Weak Jobs Report Does Not Eliminate Prospects of Interest Rate Rise