CommonQuant
Breaking research

2 ideas from this batch

Published 2026-06-29T13:12:59.294296Z

Ideas in this batch

Chip stocks hammered last week now rebounding — dip buy on Lam Research
Chip stocks were hammered during last week's global tech sell-off, pushing prices down to attractive levels. However, the fundamental backdrop remains incredibly strong: major banks like Citi and BofA just raised their price targets on Lam
Stocks bounce on peace talks but Bitcoin gets left behind — short crypto proxies
Bitcoin is showing severe weakness by failing to bounce alongside the stock market after the US-Iran de-escalation news. This divergence suggests investors are aggressively pulling risk off the table, highlighted by a record $1.8 billion in
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