Markets had a messy day as the major indices started the morning down between 1.0 - 1.55 percent. Too late to buy PUTS on $SPY? Never. $VXX calls? Maybe. In the semiconductor market, Micron $MU fell by over 5 percent to trade in the $47s to $50 range. Why is this stock down on no news? Macro worries over China/USA, led with Tencent $TCHEY reporting weak profitability, is leading the selling. Watch $BABA $JD $MOMO. And avoid $IQ. $BIDU is a stock to watch. Resources:Energy's rally is stumbling. Look at $BP, $XOM and $RIG in the drilling space. $PBF peaked. $MRO - Marathon Oil - fell 6 percent. The macro story continues to suggest that oil prices hold their levels. World economies are strong despite the pending trade war. $FCX - Freeport - failed to hold $15. $CLF is dropping fast and losing the $11 level. Risks are high for both. Even if trade wars are a perceived threat, if they bear fruit then demand for metals will drop even more. Avoid NatGas. $CHK's exit price was $5.50. In the tech space:That forecast for $HIMX rising after the ER did not play out. Worse is that the stock broke below $6 and traded at a new low on the day. Nintendo $NTDOY - traded at a yearly low. That signals bad news for $EA, $ATVI. $GLUU and $ZNGA could face a slowdown, too. $BB - BlackBerry fell below $10 as predicted. More new lows ahead. Beware. $AMD topped $20. You still holding? $WDC followed $MU to trade lower. $WDC, Western Digital Corporation / H1 What are your moves for tomorrow? Post them. Ping those ideas to 850 members.