Volatility dropped again in #ES_F. 7473 remains the bull/bear line with bears in control below and bulls resuming control above. 7447-53 was key yesterday and we've been here for 12+ hours.
7447, 7438 remain supports to keep 7473, 7506+ live. Sell to newsletter entries <38
There's 5 big tech paths trying to beat the AI bandwidth wall. They fight over everything but what they buy. π
Pluggables, LPO, CPO, optical I/O, photonic compute β every single one needs an InP laser and a substrate. You don't need to guess the winner to own what all of th
$MSTR holding steady at $85.73.
Lots of volume suddenly. Who's scooping up all this chaos?
There's a big gap above waiting to be filled.
That $82 buy from the 26th is still in the green.
Big news: US money market fund assets jumped $66 billion in the week ending May 28, hitting a record $8.28 trillion.
$41 billion came in one day as folks rebalanced portfolios before month-end.
Year-to-date, inflows are at $172 billion. Since 2020, assets have more than
TSMCβs CEO says Korea canβt copy their business model anytime soon.
β’ No sudden big price hikes planned. Theyβre trying not to be a supply chain bottleneck, especially with AI demand growing fast and many suppliers struggling.
β’ Their Arizona fab is actually doing bet