2 ideas from this batch

Chip rally cracks as AI hype cools — short the semiconductor hangover

The same AI spending concerns that erased $2.3 trillion from the largest tech stocks in June are now actively infecting the semiconductor suppliers that powered the market's best quarter in six years. We saw Micron wipe out $200 billion in

Bitcoin's dead cat bounce meets a surging dollar — fade the $60K fakeout

Bitcoin's recent bounce from the mid-$50Ks is looking increasingly fragile. While prices have reclaimed $60,000, the underlying foundation is crumbling: investors pulled a staggering $4 billion from Bitcoin ETFs in June, marking the worst m