Goldman Sachs Group Stock (GS)

* Apropos to my “Not Broadening” column earlier today… As the financials go, so goes the market is the “old saying.” $JPM -$8 $C -$2 $SCHW -$5 $GS -$10 $MS -$4 Well, financials are truly stinking up the joint! Positions: None

Former Goldman Sachs ($GS) CEO Lloyd Blankfein’s expresses a skeptical view on the unlimited appetite for AI exposure: Position: None

* And fading it… I don’t own and am currently short (and have been recently short C, JPM, GS, MS, UBER, NFLX, homebuilders, etc.) some of the most consensus sectors. I am long some of the most non-consensus sectors. Consensus Longs: * Memory: SanDisk ($SNDK), Micron ($MU), Intel ($INTC), AMD ($AMD), Applied Materials ($AMAT) (“it’s different …

Real stupid cover in my $GS and $MS shorts. Dumb squared. Position: None

Here are today’s things: * Covered 1/2 of my $SPCX short at $153.85. * Covered brokerage shorts in $MS at $222.51 and $GS at $1,080.90. * Covered tech shorts: $DRAM at $70.26, $SNDK at $2,051 and $MU at $1,099. * Covered $IWM short at $293.33. * Added to cannabis longs: $MSOS at $4.50, $GTBIF at $7.28, $TRLV …