3 ideas from this batch

Apple's price hikes prove Micron's pricing power — long memory chips on the squeeze

The combination of Micron's blowout quarter and Apple's被迫 price hikes tells us there is a severe supply shortage in memory chips. Apple had its worst session in a year simply because they have to pass memory costs to consumers, validating M

Big banks are buying back stock while tech crumbles — rotate into financials

The S&P is sitting at a critical support level and if it breaks, money will flee tech and look for safety. Banks are the perfect destination: they just passed the Fed's stress test with all 32 large banks surviving a hypothetical recession,

Big tech is cracking but small caps are having their best year since 1991 — rotate into the little guys

Small caps are on pace for their best first-half since 1991, and the macro tailwinds are building. The Fed's preferred inflation gauge came in cooler than expected, damping rate-hike fears — small caps are the most rate-sensitive segment of