2 ideas from this batch

Fed rate-hike fears and record Bitcoin ETF outflows — short the relief bounce

Bitcoin is showing signs of life around $60K, but the macro backdrop remains hostile. The Fed's Warsh explicitly stated a rate hike is on the table, and the US dollar is sitting at 40-year highs against the yen. The dollar's rejection from

Chip stocks slammed on 'bubble risk' warning despite record quarter and strong macro — buy the dip

Bank of America's 'bubble risk' call is causing a 5-8% washout in chip stocks that just delivered a historic quarter. But the selling pressure contradicts the underlying fundamentals: Goldman Sachs highlights a generational boom in corporat