2 ideas from this batch

Weak jobs report kills rate-hike fears — buy the crypto relief rally

The June jobs report showed only 57,000 new positions — half the expected 115,000 — which immediately scaled back expectations for Fed rate hikes. When the Fed is less likely to hike, bond yields fall, and lower yields make risk assets like

Memory-chip stocks dumped on supply fears — contrarian bounce setup on Micron

Memory storage stocks tumbled — SanDisk down 11%, Micron down 4% — on sudden fears that too much supply is hitting the market. But this short-term panic collides with a much bigger structural story: Goldman Sachs highlighted that we're seei