Matthew Conroy

Founder of Conroy Capital | 📚 Portfolio Management |

[Matthew Conroy @ConroyCapital]

Conroy Capital Opening Bell leaders and laggers 06/17/2026

S&P 500

Leaders
- $JBL
- $AMAT
- $TER

Laggers
- $CME
- $LDOS
- $TRMB

Nasdaq

Leaders
- $AMAT
- $ASML
- $LRCX

Laggers
- $CTSH
- $WDAY
- $ADBE

Informational purposes only. Not investment advice

[Matthew Conroy @ConroyCapital]

Conroy Capital Opening Bell leaders and laggers 06/16/2026

S&P 500

Leaders
- $WDC
- blockstack:native
- $QCOM

Laggers
- $FOXA
- $CBOE
- $FOX

Nasdaq

Leaders
- $WDC
- $STX
- $QCOM

Laggers
- $APP
- $PDD
- $KLAC

Informational purposes only. Not investment advice

[Matthew Conroy @ConroyCapital]

Conroy Capital Opening Bell leaders and laggers

S&P 500

Leaders
- $WDC
- blockstack:native
- $MU

Laggers
- $FOXA
- $FOX
- $FISV

Nasdaq

Leaders
- $WDC
- $STX
- $MU

Laggers
- $FANG
- $CTSH
- $WMT

Informational purposes only. Not investment advice

[Matthew Conroy @ConroyCapital]

Conroy Capital Opening Bell leaders and laggers

S&P 500

Leaders
- $CASY
- $HOOD
- $LITE

Laggers
- $SMCI
- $WDC
- $ODFL

Nasdaq

Leaders
- $LITE
- $AMAT
- $FANG

Laggers
- $ODFL
- $WDC
- blockstack:native

Informational purposes only. Not investment advice

[Matthew Conroy @ConroyCapital]

Conroy Capital Opening Bell leaders and laggers

S&P 500

Leaders
- $SJM
- $LRCX
- $CVNA

Laggers
- $DOW
- $WDAY
- $TYL

Nasdaq

Leaders
- $LRCX
- $AMAT
- $SNDK

Laggers
- $WDAY
- $QCOM
- $AXON

Informational purposes only. Not investment advice

[Matthew Conroy @ConroyCapital]

Conroy Capital Opening Bell leaders and laggers

S&P 500

Leaders
- $INTC
- $MU
- $GLW

Laggers
- $CIEN
- $SATS
- $CPB

Nasdaq

Leaders
- $INTC
- $MU
- $MRVL

Laggers
- $ALNY
- $TTWO
- $PANW

Informational purposes only. Not investment advice

[Matthew Conroy @ConroyCapital]

Sector Leaders This Week

$XLU (Utilities)
$XLV (Healthcare)

Sector Laggers This Week
$XLY (Consumer Discretionary)
$XLC (Communication Services)

Informational Purposes only. Not investment advice.

[Matthew Conroy @ConroyCapital]

Conroy Capital Opening Bell leaders and laggers

S&P 500

Leaders
- $COO
- $CMG
- $PODD

Laggers
- $CIEN
- $LULU
- $ON

Nasdaq

Leaders
- $APP
- $DXCM
- $CHTR

Laggers
- $ARM
- $MRVL
- $WDC

Informational purposes only. Not investment advice

[Matthew Conroy @ConroyCapital]

Conroy Capital Opening Bell leaders and laggers

S&P 500

Leaders
- $UNH
- $NCLH
- $MDT

Laggers
- $CIEN
- $AVGO
- $CRWD

Nasdaq

Leaders
- $TRI
- $VRTX
- $ADP

Laggers
- $AVGO
- $CRWD
- $ARM

Informational purposes only. Not investment advice

[Matthew Conroy @ConroyCapital]

Opening Bell leaders and laggers

S&P 500

Leaders
- $INTC
- $MDT
- $WDC

Laggers
- $ULTA
- $FICO
- $PANW

Nasdaq

Leaders
- $MRVL
- $INTC
- $WDC

Laggers
-$PANW
- $DDOG
- $ZS

Informational purposes only. Not investment advice

[Matthew Conroy @ConroyCapital]

CPI

[zerohedge @zerohedge]

CPI 0.6% MoM, Exp. 0.6%
CPI 3.8% YoY, Exp 3.7%

CPI Core 0.4% MoM, Exp. 0.3%
CPI Core 2.8% YoY, Exp. 2.7%

[Matthew Conroy @ConroyCapital]

Informational purposes only. Not investment advice

[Matthew Conroy @ConroyCapital]

$SPY YTD compared to $EWY and $EWZ

$SPY = + 4%
$EWY = + 58%
$EWZ = + 24%

S&P 500 lagger YTD

4 of the Mag 7 stocks with earnings today

$googl $msft $aapl $amzn $tsla $nvda $smh $igv $hood $meta $qqq $btc $BIRD ethereum:native ripple:native

[Matthew Conroy @ConroyCapital]

CPI

[zerohedge @zerohedge]

CPI 0.9% MoM, Exp. 0.9%
CPI Core 0.2% MoM, Exp 0.3%

CPI 3.3% YoY, Exp. 3.4%
CPI Core 2.6% YoY, Exp. 2.7%

[Steve Burns @SJosephBurns]

Panic seller vs Big investors, how they build big positions:

[Matthew Conroy @ConroyCapital]

The Fed left rates unchanged. 3.5% to 3.75%.

No surprise here—the real story is what comes next.

Markets are focused on Powell’s tone and any signals around the timing of potential rate cuts.

The press conference could drive the next move.

[Matthew Conroy @ConroyCapital]

While $SPY has struggled to gain traction this year, international markets are outperforming — particularly South Korea and parts of Latin America.

Informational purposes only

$AAPL $MSFT $NVDA $AMZN $GOOGL $META $TSLA $BRK.B $JPM $XOM $UNH $LLY $V $MA $COST $MU $APP $BTC

[Matthew Conroy @ConroyCapital]

Mag 7 Performance 2026 YTD

$MSFT = - 16%
$NVDA = - 4%
$GOOG = - 4%
$AAPL = - 7%
$META = - 5%
$AMZN = - 8%
$TSLA = - 10%

Informational purposes only

[Just a Dude Who Invests @DudeWhoInvests]

Bill Ackman on getting through a stressful & negative period in your life…

I come back to this video so often. Any time I am in a bad spot. Worth the 2 minutes for sure.

[Matthew Conroy @ConroyCapital]

CPI

[zerohedge @zerohedge]

CPI 0.2% MoM, Exp. 0.3%
CPI Core 0.3% MoM, Exp. 0.3%

CPI 2.4% YoY, Exp. 2.5%
CPI Core 2.5% YoY, Exp. 2.5%