After yesterday’s big drop, markets calmed slightly, awaiting the final news on trade negotiations. The U.S. and China both lose if 25% tariffs are in place. A resolution is required to prevent a small recession in both regions. $AMD crawled back to the $27 range. PT $30. Bank stocks would recover if a trade deal happens. Watch $BAC, $C but avoid $WFC. Buy into European banks? Look at $SAN or $LYG but avoid $DB. $LYFT, Lyft, Inc. / H1 $IBN is especially good for investors wanting micro-transaction plays. Add. $EA Topped $99-$100 but gave up most gains by mid-day. EA is proving more resilient than thought. Buy. $MU sub $40. Not good for semi. But look at $MTSI. Hold. If $T slips further, do you buy the stock for the 7% dividend yield? Hold. $LYFT is an ugly post-IPO play. Sell. What are your trades for Thursday? Share them.