Weekly Sentiment Survey: Bearish Bias in the First Part of June
In week three, our team sees reasons to be nervous about the market.
In week three, our team sees reasons to be nervous about the market.
Ciena sees its addressable market doubling over the next several years.
Broadcom’s earnings, TSM’s multiyear view on AI chips, the Quantinuum IPO, and other headlines are moving stocks this morning.
Is our team bullish, bearish, neutralish? Well, it’s complex. So, let’s dig in and see.
We put capital to work in several holdings, booked massive gains on two others, and added a new candidate to the Bullpen.