With Trump looking for $1 trillion infrastructure stimulus $USCR is gapping higher by +17% while $MLM and $VMC also up sharply. Looking for rally in $LVS short term with channel checks improving and large call buyers last week. Chinese Ecomm plays are running strong as online penetration has increased to 25% of total retail sales, good for $BABA and others. Lastly, neutral view on $HAS pending more checks for 2H recovery.