If we get a IRAN DEAL Actually Signed, Not a Fake Out and The NY FED IS BUYING T-BILLS That can help Banking Liquidity in JUNE + JULY.

The NY Fed schedule shows 5 planned Treasury bill purchase operat...
  • 0
  • 1

STI at records and the banks look a bit stretched here. happy to hold DBS for dividends but not adding at highs 😬

Broadcom held its ground through the chip chop. custom silicon plus the AI financing angle, still a quiet compounder 💪

most traded name on the board again, order flow never quiets down on this one 🚗

bought the fear near 940 two days ago, looking less stupid today 🫡

$Super Micro Computer(SMCI.US) popped 9% because the market flipped the narrative on the 7B raise from dilution to order fuel. but the real test is conversion: can a thin margin assembler turn a cance...

MSFT actually fell 1.8% on a day everything else ripped. money rotated out of safe mega cap into beaten-down chips 🔄

Great to see some green on the screen again! $AIS $IJR $ViaSat(VSAT.US) $AIRR $Credo Tech(CRDO.US) $Nova(NVMI.US) $ASML(ASML.US) $SPY $TLT

  • 0

MRVL swings 10% a day both ways, that's the cost of owning a story stock mid re-rating 🤷

AMD riding the semis bounce and the TSMC pricing read-through. if AI silicon is tight, AMD sells everything it makes 💪

Breaking: Michael Burry has purchased more $Paypal(PYPL.US) and $Adobe(ADBE.US), per his Substack

  • 0
  • 1
  • 2

$Rocket Lab(RKLB.US) Rocket Lab has been added to the Nasdaq-100 Index (effective Monday, June 22):

  • 0