CommonQuant
Breaking research

2 ideas from this batch

Published 2026-07-03T12:30:05.284126Z

Ideas in this batch

Weak jobs kills rate-hike fears, big money flows back — Bitcoin momentum play
The June jobs report was shockingly weak — only 57,000 jobs added versus 115,000 expected — which immediately scaled back fears of a Fed rate hike. According to the CoinDesk articles, this combination of a rate-hike risk receding plus Bitco
Chip rally exhausted, memory glut hits — short Micron and memory stocks
Micron and other memory chip stocks were the darlings of Q2 2026, contributing to a $2 trillion rally across the sector. But the combination of a sudden supply-glut scare hitting SanDisk, Seagate, and Micron hard — alongside a broader inves
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