Asia’s Chip Stocks Set Records. Where Do We Go From Here?
The strong showing of East Asian equities stems from gains in memory stocks, as well as cheap currencies. What will the second half bring?
The strong showing of East Asian equities stems from gains in memory stocks, as well as cheap currencies. What will the second half bring?
More negative S&P 500 sectors since 10:30 AM despite index increase:

Position: None
The data center adjacent name is poised for gains according to my framework.
TLT low of the day, yields at the high of the day as quarter-end markups started early in the equity markets.
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The unmanned aircraft name turned heads on Wall Street and I have a trade idea.
Positions: None.
We will trim two basket residents and close out two others, locking in big gains along the way.
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– NYSE volume 21% below its one-month average;
– Nasdaq volume 25% below its one-month average;
– VIX index: down 3.97% to 16.95



Positions: None.