1) 0:00 – Market Review
2) 5:40 – Stock Review: SMH (ETF), AMAT, LRCX, ASML, ICHR, UCTT, CAMT, BRKS, NVDA, ALGN, VCEL, INMD, SWAV, STAA, PGNY, NVCR, CUTR, CPE, FANG, SM, DVN, BCEI, XLE (ETF), OIH (ETF), XOP (ETF), CELH, HYRE, ZDGE, EVR, RCII, CDMO, ALB, ZS, BEN, STIM
3) 20:45 – Q&A