2 ideas from this batch

Banks unleash $50B in buybacks while tech stumbles — rotate into JPMorgan and Goldman

The Federal Reserve's stress test results gave major banks a clean bill of health, immediately triggering announcements of massive shareholder payouts like JPMorgan's $50 billion buyback. This provides a strong, fundamental floor for bank s

AI bubble pops for software, but chip hardware is booming — long Micron and Qualcomm

The broader market is panicking over cheap Chinese AI alternatives, which is inherently bad for expensive, software-centric AI stocks. However, Micron's blowout earnings—where margins jumped to nearly 85%—and Qualcomm's massive data center