First to Market
Strait Talk on Hikes
CHART OF THE DAY GOOD MORNING! By now, just about anyone who follows markets is aware of the hawkish shift by the Federal Open Market...
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Crypto - Comments
Broad Risk Weakness and a Motivated Seller Push BTC Lower, MU Earnings Could Provide a Bounce to Miners
TICKERS IN THIS VIDEO: BTC -3.17% ETH -4.81% SOL -5.12% HYPE -0.92% STRC -8.15% MSTR -6.75% IBIT -2.16% MU 10.00% ______________________________ PS: If you are enjoying our service and its evidence-based approach, please...
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First Word
Raise S&P 500 target to 8,000 vs 7,700 prior - June 2026 Top Large Cap and SMID Cap Core Stock Ideas Market Update
VIDEO_:_ We are giving a mid-year update and raising our year-end target for S&P 500 to 8,000 from 7,700. This is mainly due to higher...
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Macro Minute Video
Video: Macro Minute: Raise S&P 500 target to 8,000 vs 7,700 prior - June 2026 Top Large Cap and SMID Cap Core Stock Ideas Market Update
VIDEO_:_ We are giving a mid-year update and raising our year-end target for S&P 500 to 8,000 from 7,700. This is mainly due to higher...
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Daily Technical Strategy
Stellar MU Earnings Should Help Fuel a QQQ Rebound Back to Highs
NEAR-TERM US EQUITY TRENDS REMAIN BULLISH, AND WHILE WEDNESDAY'S SESSION SAW QQQ -0.23% AND ^SPX BREAK BENEATH TUESDAY'S LOWS INTRADAY, THE PULLBACK HELD IMPORTANT SUPPORT NEAR...
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Crypto Research
Virtuals Protocol – Growing Agentic GDP (Q2 Update)
Virtuals Protocol is building infrastructure for the emerging AI agent economy, enabling users to create, tokenize, and deploy autonomous AI agents that can transact, earn,...
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First to Market
Global Defense – Made Anywhere, Paid in America
CHART OF THE DAY GOOD MORNING! Way, way back in old New York City, the fish trade was largely mob controlled, and restaurants would essentially...
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First Word
Semis -7% 1D. This is the 18th time since 2011. 88% of the time, Semis more than recover 1M later. Buy that dip.
VIDEO_:_ We believe the pullback in SMH -0.39% and DRAM 5.88% is very buyable. These dramatic 1D declines of 6% or more are seen in bull markets...
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Crypto - Comments
Strategy Rebuilds Confidence, But Liquidity Conditions Remain a Pressing Question
RESTORING TRUST MATTERS MORE THAN MAXIMIZING BTC PURCHASES: Importantly, Strategy appears to be prioritizing balance sheet repair over maximizing near-term BTC purchases. While that likely...
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Macro Minute Video
Video: Macro Minute: Semis -7% 1D. This is the 18th time since 2011. 88% of the time, Semis more than recover 1M later. Buy that dip.
VIDEO_:_ We believe the pullback in SMH -0.39% and DRAM 5.88% is very buyable. These dramatic 1D declines of 6% or more are seen in bull markets...
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