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06-23
Why Micron Earnings Could Decide the Next Move in AI Memory Stocks
$Micron Technology(MU)$ is no longer trading like a normal memory company. It is trading like an AI infrastructure thermometer. For years, investors saw Micron as a classic cyclical semiconductor stock. When DRAM and NAND prices rose, Micron rallied. When supply caught up and memory prices fell, Micron crashed. The story was simple, brutal, and repetitive. But the AI boom has changed the conversation. Now, memory is not just a commodity component inside phones and PCs. Memory has become one of the most important bottlenecks in AI infrastructure. Large AI models need massive amounts of memory, storage, and bandwidth. Without enough memory, even the most powerful AI chips cannot run efficiently. That is why Micron’s upcoming earnings matter so much. T
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06-23
Option Focus | SPY's $22.7 Million Synthetic Short Signals Institutional Bearishness; Premium-Collection Trades Also Emerge
The SPDR S&P 500 ETF Trust (SPY) closed at $744.39, down 0.31% on the session. Activity in the SPY options market drew attention as a series of large block trades crossed the tape, highlighted by a $22.74 million synthetic short position that suggests institutional investors are positioning for medium-term downside. Options Market Indicators SPY's implied volatility (IV) currently stands at 17.61%, with an IV percentile of 47.81%, placing volatility expectations near historical averages and indicating that options pricing remains broadly balanced. The IV-to-historical volatility (HV) ratio is 1.08, suggesting implied volatility is trading at a modest premium to realized volatility. Meanwhile, the call-to-put volume ratio of 0.94 points to relatively balanced activity between bullish an
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06-23
Three Stocks, Three Regimes: $HIMS Emerging, $RGTI Stuck, $PLTR Weak
A potential new bull cycle is forming in $HIMS, $RGTI remains stuck in a bearish structure, and $PLTR continues to face rejection at key cycle resistance—highlighting a clear split in long-term trend regimes. 1. $Hims & Hers Health Inc.(HIMS)$ First time in 8 months $HIMS is meeting my criteria for a potential new Bull Cycle. Monthly BX is starting to show buying pressure and price is back above the 33FVB with a clear trend shift. Key level: we need the 33FVB to close green like this on Friday. If it does, the long‑term Bull Cycle officially flips back on. Last confirmed Bull Cycle on $HIMS led to a +499% move over the next 2 years. Nothing is confirmed yet. This is a test, not a confirmation. 2. $Rigetti
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06-23
$RKLB, $ASTS, $HOOD: Bull Cycle, Breakdown, or Breakout?
While $RKLB flashes caution, $ASTS remains in a make-or-break bull cycle, and $HOOD is attempting to confirm a fresh long-term breakout. Investors are closely watching whether these names can sustain momentum—or signal a broader trend shift. 1. $Rocket Lab USA, Inc.(RKLB)$ Pulling all $RKLB off the table for now. My shorter‑term rules just flipped from buy to neutral on the Weekly chart. Weekly BX shows buying pressure fading, which usually means chop or a pullback for a bit. Bigger picture has not changed: the long‑term bull cycle is still intact. Plan: • Stay flat while Weekly BX buying pressure is red • If Weekly BX turns back up and the bull cycle holds, I’ll look to get long again 2. $AST SpaceMobile, In
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06-23
$MU $DRAM $AIS: The Next Wave of AI Winners?
I don't care if you're account is $700, $13,000 or $1,000,000. These 3 stocks will 10x your account: Stocks to buy: $Micron Technology(MU)$ — Memory is the bottleneck nobody prices in. HBM demand from AI accelerators is outpacing supply through the decade. Every GPU needs more DRAM attached than the last gen. $Roundhill Memory ETF(DRAM)$ — Same thesis, diversified. If you believe memory supercycle > any single name's execution risk, this is the basket trade. $VistaShares Artificial Intelligence Supercycle ETF(AIS)$ — AI infrastructure exposure without picking the winner. Picks-and-shovels > picking the miner. I'm sharing you 5 more strong plays right now in AI
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06-23
After $SNDK's Reversal, These 13 Stocks Could Be Next
$SanDisk Corp.(SNDK)$ crashed 10% before reversing back to $2200. Here's 13 stocks about to reverse right away: 1. $Snowflake(SNOW)$ $232 → Buy zone: $200–$210 200-day SMA confluence with high-volume demand zone 2. $Broadcom(AVGO)$ $411 → Buy zone: $400–$405 Retest of broken trendline now flipped to support 3. $Meta Platforms, Inc.(META)$ $577 → Buy zone: $560–$570 52-week low zone, oversold RSI bounce candidate 4. $T1 ENERGY INC(TE)$ $9.35 → Buy zone: $7–$8 Gap-fill zone aligning with rising 50-day average 5. $Microsoft(MSFT)$ $379 → Buy
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06-23
$MU Sits at the Center of the AI Supply Chain
In 2 years, $Micron Technology(MU)$ squeezed from 1430% from $85 to $1220. It will 3x-5x after its earnings on June 24. These 12 companies have parternships with $MU: 1. $ASML Holding NV(ASML)$ – Sells EUV lithography tools $MU needs for new nodes 2. $Applied Materials(AMAT)$ – Deposition/etch tool orders rise with MU's fab expansion 3. $Lam Research(LRCX)$ – Etch/dep equipment demand grows directly with $MU's NAND/HBM buildout 4. $KLA-Tencor(KLAC)$ – More memory layers built means more inspection tools sold 5. $Onto Innovation Inc.(ONTO)$
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06-23
Inflation & Geopolitics halts US Market rally ?
What was supposed to be an anticipated Mon, 22 Jun 2026 rally, has been completely derailed after: Peace talks in Switzerland collapsed on Friday without an official deal. Re-closure of the Strait of Hormuz as Israel continues its unilateral military campaign in Lebanon. With US market short-term sentiments interrupted by above events, will investors have to defer to last week’s US economic reports to justify any investment exercise ? Pertinent US reports out the week before: Mon, 15 Jun 2026 - Industrial production report. Tue, 16 Jun 2026 - Import price index. Wed, 17 Jun 2026 - US retail sales. Thu, 18 Jun 2026 - US jobless claims. US Industrial Production. YoY Report. US industrial output grew by +1.67% YoY for May 2026, missing market consensus of 1.9% but higher than April 2026’s upw
TOP1PC: Nice Sharing 😁 @Aqa @DiAngel @Barcode @Shyon @koolgal @SherniceXuan 2000
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06-23
🚀 Trump Signs Historic Quantum Computing Executive Orders
🚀 Quantum Becomes a National-Security Priority 📰 The News: What Just Happened June 22, 2026 — President Donald Trump signed a sweeping Executive Order titled "Ushering in the Next Frontier of Quantum Innovation" in the Oval Office, marking the most significant federal quantum policy move to date. 🔑 Key Highlights of the EO: Initiative Details Timeline QC-ADDS Program National effort to build the first quantum computer powerful enough to initiate "quantum-enabled scientific discovery" Target: 2028 Post-Quantum Cryptography Migrate key government systems to quantum-resistant encryption Target: 2030–2031 Quantum Sensors Pentagon to deploy quantum sensors for navigation in GPS-denied environments Target: 2028 National Quantum Strategy Update Refresh federal strategy across Energy, War, Commerc
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06-23
$USMAI Holds the Bullish Zone, Positioning Window Opens Ahead
$S&P 500(.SPX)$ $NASDAQ 100(NDX)$ $Invesco QQQ(QQQ)$ $Dow Jones(.DJI)$ $iShares Russell 2000 ETF(IWM)$ $SPDR S&P 500 ETF Trust(SPY)$ Key Takeaway Following last week's −3.82% decline — the sharpest of the cycle — the USMAI posted a +1.00% recovery close, confirming that the Bullish zone has held and that the correction phase is compressing price toward the next structural entry rather than threatening a zone transition. Risk Level has improved from Level-2 to Level-1, narrowing the downside profile and restoring a more favorable ris
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06-22
SGX Daily Top Movers (22-6-2026): D05, O39, C38U, U11, Z74, S68, C6L, S63, A17U & AWX lead
1.Top 10 Traded Stocks/ETF/SDR by Value $DBS(D05.SI)$ $OCBC Bank(O39.SI)$ $CapLand IntCom T(C38U.SI)$ $UOB(U11.SI)$ $Singtel(Z74.SI)$ $SGX(S68.SI)$ $SIA(C6L.SI)$ $ST Engineering(S63.SI)$ $CapLand Ascendas REIT(A17U.SI)$ $AEM SGD(AWX.SI)$ 2.Stocks/ETF/SDR Hit 52-week High $DBS(D05.SI)$
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06-22
UMS, AEM, Frencken Lead Singapore’s AI Hardware Re-Rating
The artificial intelligence (AI) boom has seen massive capital expenditure among tech giants with strong demand for chips globally, and Singapore’s listed technology manufacturers have also been a beneficiary. Data from Enterprise Singapore on June 17 showed Singapore’s electronic non-oil domestic export (NODX) rose 94.8% year on year in May, supported by robust AI-related demand, driven mainly by integrated circuits, disk media products and PCs. For 2026 year-to-date, stocks within the local Technology sector that focus on semiconductor equipment and testing, or AI-driven hardware have mostly seen valuation expansions and net institutional inflows. Hardware-focused Technology SMIDs with over S$1 million in average daily turnover have attracted more than S$680 million in net institutional
TOP$Addvalue Tech(A31.SI)$ 0.3 Target Price. Addvalue Technologies resemble Cup-and-Handle Bullish trend, especially with it's resilient satellite communication capabilities and exponential growth investment opportunities, highlights on recent Space Summit 2026. Addvalue Technologies (A31) secured multi-million in new IDRS orders from new customers, with a NASDAQ Listing and ADR break-through technology Launch expected in Jun-2026, positioning the company as a top small-cap pick of exponential growth in the space and radio communication industry.
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06-22
The Death of Software Stocks? Adobe, Salesforce, and the AI Reckoning for SaaS
For over a decade, the Software-as-a-Service (SaaS) playbook was gospel: transition to the cloud, lock users into a high-margin subscription ecosystem, scale via per-seat licensing, and enjoy predictable, recurring revenue. This model engineered some of the greatest bull runs in market history. But in 2026, the narrative of perpetual SaaS growth is facing a severe structural crisis. A massive software correction has erased an estimated $1 trillion to $2 trillion in sector value. The catalyst is a profound shift in investor psychology: fear that generative AI and autonomous agentic systems will cannibalize the traditional subscription model. When an AI agent can handle complex, multi-step workflows in seconds, the economic logic of paying premium monthly fees for dozens of human software "
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06-22
Alphabet's Google to Invest $75 Million in A24 as Part of AI Partnership
Market Chatter: MT Newswires Live $Alphabet(GOOG)$
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06-23
As AI Scales, Fiber Replaces Copper, Photonics Names Are Surging
In a few years all high-bandwidth interconnects in data centers will be optical. That's why photonics has become one of the most important AI infrastructure themes: $Silver Verde May Mining Co., Inc.(SIVE)$ +2290.36% $IQE Plc(IQEPF)$ +1088.21% $SOl Soitec +455.58% $AXT Inc(AXTI)$ +437.44% $Applied Optoelectronics(AAOI)$ +371.06% $Aehr Test(AEHR)$ +328.79% $Syntec Optics Holdings, Inc.(OPTX)$ +303.10% $ALRIB Riber +268.57% $Marvell Technology(MRVL)$ +254.92%
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06-23
Market Indicies 18 June 2026 review - where are we now?
As of the market close on June 18, 2026 (latest comprehensive data available), here are the Year-to-Date (YTD) performance figures for the requested indexes and groups. Major Indexes (Price Returns, unless noted) S&P 500: +9.57% (Total Return ~+10.20%, including ~0.63% dividends). NASDAQ Composite: ~+14.09% (stronger recent momentum; Nasdaq-100, a related tech-heavy gauge, at +20.42%). Dow Jones Industrial Average (DJIA): +7.29%. Wilshire 5000 (FT Wilshire 5000 Full Cap): +9.74%. S&P 500 Breakdown and Magnificent 7 S&P 493 (S&P 500 excluding the Magnificent 7): Has generally outperformed the Mag 7 in 2026 so far, contributing to broader market gains. Exact current YTD not pinned in all sources, but it has led relative performance amid Mag 7 weakness (e.g., earlier in the ye
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06-23
Debt will fuel the next phase of the market, for better or worse
Why Everything In the Market Just Changed Debt will fuel the next phase of the market, for better or worse. The AI buildout has been driving the market in incredible ways over the past three years. Memory has exploded, fabs are going vertical, and equipment-makers are on a massive hot streak. S&P 500 $S&P 500(.SPX)$ heat map over the past year. What’s unique about this moment is the scale of the value the market has put on all things AI. 45% of the S&P 500’s value is in AI-related stocks. And those stocks aren’t cheap. Over half of the S&P 500 trades for over 10x sales. This is something I’ve been concerned about for a while, but it’s taken a turn recently. Why? Debt at an unprecedented scale is now involved. More on that in a mom
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06-23
Weakness in the SPX, SPCX is Following the Script
The market continues showing weakness, with the $S&P 500(.SPX)$ declining while the volatility index jumped 3%. The Magnificent Seven remain under pressure. $Microsoft(MSFT)$ , one of the high-probability setups posted in the latest Weekly Compass, reached its bearish target in a clean move since the stock revisited Friday’s closing price at the open before initiating a -3% selloff to 367.9, our bearish target 🎯; the stock stayed below the invalidation level for the bearish setup studied. $Apple(AAPL)$ $NVIDIA(NVDA)$ $Meta Platforms, Inc.(META)$
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06-23
Market Update: Stabilization Process Continues Ahead of Expected Bullish Transition
$S&P 500(.SPX)$ $SPDR S&P 500 ETF Trust(SPY)$ $NASDAQ 100(NDX)$ $Invesco QQQ(QQQ)$ $Dow Jones(.DJI)$ $iShares Russell 2000 ETF(IWM)$ The U.S. stock market experienced continued volatility on Tuesday, ultimately closing with a relatively strong decline after pulling back toward lower support levels during the session. Although the market closed lower, the current price action continues to reflect a constructive stabilization process within buying and selling flows, and overall movement remains within our previously anticipated range.
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06-22
The market has begun repricing over the weekend.
Weekly:Fed Holds, Hormuz Reopens: Tech Rallies, Oil Crashes, BoJ Hits 31-Year High The market has begun repricing over the weekend. Expectations for another rate hike this year are rapidly rising. The probability of a rate hike as early as September has increased significantly. More and more funds are realizing that: The most important task for the new Federal Reserve may not be stimulating the economy, but rather rebuilding the credibility of the dollar. If we enter a future characterized by: rate hikes + balance sheet reduction, then the market will find it difficult to maintain its current high valuation. Meanwhile, the Merrill Lynch Bull/Bear Index has reached extreme territory above 9. Historically, whenever marke
TOPNgl raising cash here makes sense. Chasing after a 9+ bull/bear read is how I end up delivering lunch mad at myself lol