2 ideas from this batch

Big tech AI spending is under fire but chip suppliers keep soaring — rotation into AMD and Intel

The Magnificent 7 just shed $2 trillion in market cap in June largely because investors are questioning when their colossal AI infrastructure spending will generate returns. But the money isn't leaving the AI theme entirely — it's rotating

Fed signals inflation cooling just as Bitcoin tests key support — bounce play on BTC

Bitcoin has been under relentless pressure, with nearly $4 billion pulled from spot ETFs in June alone as traders feared aggressive Fed rate hikes. That selling pressure pushed BTC down to test the critical $60,000 support level — a line it