EdmundK

1. Fed/Warsh hawkish dot plot

Fed’s right to stay hawkish with sticky services inflation, but hiking into a 2026 slowdown risks overtightening. Watch jobless claims — cuts likely late 2026 if CPI cools.

2. SpaceX dip post-IPO run

Healthy pullback after +42% IPO pop and brief Amazon flip. Starship + Starlink moat still underpriced. I’d buy this dip if your horizon is 3+ years, not 3 weeks.

3. SG NODX + AI memory supercycle

UMS, AEM, Venture, Frencken actually benefit from chip equipment + precision mfg. Supercycle sustainable medium-term on HBM demand, but NODX is lumpy — take profits on spikes.