ETFNewbieCK

31 | #NewInvestor | Let’s Increase Dividends Slowly | Manchester United | @Snapdragon Insider. Not a financial advisor | Lucifer on @Fsl_X

[ETFNewbieCK @ETFNewbieCK]

Happy Sunday X Fam🌄

🔔 PADI Update:

PADI $4206.60
Monthly $350.55

It has been rough for the past few months financially managing with one salary in the Bay Area. I still kept investing weekly $140 but no other investments.

Hoping to interact more with you all again!

[ETFNewbieCK @ETFNewbieCK]

Good evening X Fam 🌆

🔔 PADI Update:

PADI $4142.47
Monthly $345.21

Slow and steady I’m trying to increase my PADI by $1 per day.

Still the same strategy for now, weekly $140 into ETFs and buying the dips.

[ETFNewbieCK @ETFNewbieCK]

@Ashton_1nvests Congrats Ashton🔥🔥

[ETFNewbieCK @ETFNewbieCK]

🔔 MARKET CLOSE — June 8, 2026 | 1:00 PM PT

Chips bounced. Apple disappointed. Jensen was right about the dip.

📊 FINAL NUMBERS
🟢 Nasdaq +0.9% | 25,929
🟢 S&P 500 +0.3% | 7,405
🔴 Dow -0.2% | 50,786 [The Motley Fool](https://t.co/Q4wr4Fhu52)
🟢 Bitcoin +2.35% | $63,291
🔴 VIX -12% | 18.92 — fear fading

---

🍎 APPLE WWDC — SIRI AI UNVEILED. MARKET SHRUGGED.

Apple unveiled a rebuilt Siri AI at WWDC — powered by Google's Gemini models, featuring a standalone app, personal context understanding, and image recognition across iPhone, iPad and Mac. [https://t.co/4Sgp4hEX5i](https://t.co/utNo10wnoI)

Stock surged 3% intraday during the keynote then reversed — closing down 0.71% at $305. Bloomberg noted Siri AI's functionality does not show significant improvement over Gemini on Android. [TradingView](https://t.co/TlHDmjC3NF)

Classic Apple WWDC pattern: hype into the event, sell the news.
This was Tim Cook's final WWDC keynote as CEO before stepping down in September. [stocktitan](https://t.co/R6y1ZmSW4v) An era ends quietly.

---

📡 $QCOM — JENSEN WAS RIGHT

Jensen called it this morning. The stock responded.

$QCOM closed near $228 — up ~3% from this morning's $222 lows
Still -12% from Wednesday's all-time high of $259
But the worst appears to be over

Three upcoming catalysts remain intact:
→ Dragonfly AI data center brand with AI200/AI250 accelerators
→ ByteDance ASIC shipment in 2026
→ Investor Day June 24 — the moment Cristiano Amon needs to make the data center story real [Barchart](https://t.co/k9ihHQC7C9)

JPMorgan added a Positive Catalyst Watch on $QCOM ahead of Investor Day — sticking with Neutral but bullish on the setup. [StockAnalysis](https://t.co/lgos2OZ4Mi)

$225 held today. $259 is the next target. June 24 is the trigger.

---

🌍 MACRO UPDATE

Iran stated it ended its military operation in Israel. WTI Crude just above $91 — barely moved despite weekend missile exchange. [Bloomberg](https://t.co/q6ltKHynyr)
10Y Treasury yield rose to 4.564% — still elevated after Friday's hot NFP. [Bloomberg](https://t.co/q6ltKHynyr)

---

🗓️ THIS WEEK AHEAD

Tue June 9 — CPI 5:30 AM PT | Expected 4.3% | Most important print before Fed meets
Wed June 10 — PPI 5:30 AM PT
Thu June 11 — SpaceX IPO pricing
Fri June 12 — $SPCX begins trading on Nasdaq | Largest IPO in US history

CPI tomorrow morning is the next big move. Hot number = more pain. Cool number = relief rally.

[ETFNewbieCK @ETFNewbieCK]

macOS Golden Gate @Apple

[ETFNewbieCK @ETFNewbieCK]

🚨 JENSEN HUANG JUST CALLED $QCOM — JUNE 8, 2026 | 9:30 AM PT

The man who called $NBIS, $NOW and $MU before they ran is at it again.

Live from Seoul this morning, Jensen Huang said:

“QUALCOMM IS DOING AN AMAZING JOB. BUY THEIR STOCK.”

This is not noise. This is the most powerful voice in tech personally endorsing $QCOM on a day when the stock is sitting -17% off its all-time high of $259.

Current price: ~$220
52-week high: $259.92
All-time high: $259.92

He’s telling you to buy the dip.

📡 WHY $QCOM RIGHT NOW

→ Dragonfly AI data center chip unveiled at Computex — full details at Investor Day June 24
→ JPMorgan raised PT to $265 Friday — Positive Catalyst Watch
→ Data center revenue target: $3B+ by FY2027, $35B by FY2031
→ OpenAI + MediaTek co-development deal in the works
→ Automotive revenue at record highs
→ $AAPL WWDC happening RIGHT NOW — potential Snapdragon catalyst today

The market sold $QCOM because Nvidia entered the PC chip space. Jensen just told you that was a mistake.

He called $MRVL at Computex. It went +30% overnight.

Bookmark this. 👀

$QCOM Investor Day June 24 is the next trigger.

[ETFNewbieCK @ETFNewbieCK]

@Fsl_X @benjocon @JD4shley @Brownmoose It’s done and dusted, everything changed last week

[ETFNewbieCK @ETFNewbieCK]

@amitisinvesting @firstadopter

[ETFNewbieCK @ETFNewbieCK]

🔔 MARKET OPEN — June 8, 2026 | 6:30 AM PT

Chips are bouncing. Iran backed down. Apple keynote in 3.5 hours. Best setup in a week.

📊 INDEXES AT OPEN (6:30 AM PT)
🟢 S&P 500 +0.9%
🟢 Nasdaq +1.4%
🟢 Dow +0.4% | +209 pts

Complete reversal from Friday’s carnage.

🚨 IRAN UPDATE — THE REASON MARKETS ARE GREEN

Iran announced Monday morning it had discontinued military operations against Israel — pulling back from Sunday night’s missile exchange for now. Israel held off on major retaliation after Trump personally called Netanyahu urging restraint. 

Oil pulled back hard. WTI was up as high as $95.50 overnight but is now trading around $92 — up just 1.5% — after Iran stood down. 

War is still hot. But markets are exhaling for now.

💥 CHIP BOUNCE IS REAL
The iShares Semiconductor ETF is +5% Monday after plunging 10% on Friday — its worst day in over six years. 

$MU +9% | Leading the bounce after falling 13% on Friday
$NVDA higher | Recovering from Friday’s selloff
$AVGO higher | Dip buyers stepping in after -15% Thursday 

📡 $QCOM — BOUNCING OFF LOWS
Was $211 after hours Sunday. Opening near $220–$222 range.
Key level: $225 needs to hold for confidence to return
Friday close: $215.94 | Wednesday high: $259.92
Still down 17% from highs in 3 days — bounce or dead cat? Investor Day June 24 is the answer.

🍎 APPLE WWDC — 10:00 AM PT TODAY

$AAPL +0.3% premarket at $308.45. Keynote kicks off at 10 AM PT in Cupertino. 

The make-or-break moment: Siri 2.0 reveal. Built on a 1.2 trillion parameter model developed with Google. Apple reportedly pays Google $1B/year for the custom Gemini model. Sensitive queries run on Apple’s private servers. This is the most significant software announcement Apple has made in years. 

Morgan Stanley bull case: $365–$385 on a strong AI re-rating. Wedbush Street-high target: $400. 

If Siri 2.0 impresses → $AAPL rips and takes Nasdaq with it
If it disappoints → we give back today’s gains fast

🇰🇷 KOREA UPDATE

Kospi was down 8% at open overnight before paring losses. Foreign investors dumped $801M in a single session. Samsung and SK Hynix led the decline.  Both names bouncing now with the broader chip recovery.

The entire week hinges on two things: Apple at 10 AM PT and CPI on Tuesday at 5:30 AM PT. Everything else is noise.

Eyes on Cupertino. 👀

[ETFNewbieCK @ETFNewbieCK]

Well $QCOM finally made it! Time to load more

[Rand Group @randgroup]

🇺🇸 Trump's Updated Portfolio

[ETFNewbieCK @ETFNewbieCK]

🚨 SUNDAY NIGHT UPDATE — June 7, 2026 | PT

The ceasefire just broke. This changes everything for Monday open.

🔴 BREAKING — IRAN FIRES MISSILES AT ISRAEL

The April 8 ceasefire is now on life support.

Iran launched missiles at Israel tonight — the first direct missile attack since the ceasefire took effect in April. Iran said the strike was retaliation for an earlier Israeli airstrike on Beirut. 

Israel and Iran exchanged missile fire. Yemen’s Houthi rebels also launched a missile toward Israel. Saudi Arabia sounded air raid sirens near a U.S. military base before the all-clear was given. 

Trump told Axios he would call Netanyahu and urge him NOT to retaliate further.  The question is whether Netanyahu listens.

This is the most significant escalation since the war paused in April.

🛢️ OIL SPIKING RIGHT NOW

Brent crude spiked as much as 4.4% to $97.15 a barrel. WTI jumped above $94 before trimming some gains. 

Oil was at $93 on Friday. We could open Monday well above $97 if tensions hold overnight. Watch the Strait of Hormuz.

📊 FUTURES RIGHT NOW (PT Sunday night)

Dow futures -75 pts | S&P 500 futures +0.24% | Nasdaq 100 futures +0.67% 

Mixed signal — tech futures are actually holding. The market isn’t in full panic mode yet. But oil is the wildcard. If Brent breaks $100, that changes the calculus fast.

🇰🇷 KOREA ALREADY BLEEDING BEFORE THIS

The Kospi plunged as much as 8% before paring losses to trade 4% lower in Monday Asia session. Nikkei -3.7%. Hong Kong Hang Seng -1.8%. China CSI 300 -1.6%. 

Samsung and SK Hynix fell 5% and 2% respectively. Foreign investors dumped $801M in Korean shares in a single morning session. 

And that was BEFORE tonight’s missile exchange. Monday Asia open could get worse.

📡 $QCOM INTO THIS CHAOS

Friday close: $215.94 | After hours: $211.90
Down 17% from Wednesday’s $259 high

Iran escalation adds a new layer of pressure — higher oil = higher inflation = Fed stays hawkish longer = more pain for semis. $210 support level is critical Monday morning. If it breaks, $200 is next.

Investor Day June 24 remains the catalyst to watch.

👀 WHAT THIS MEANS FOR MONDAY 6:30 AM PT OPEN

Hot war escalation + oil spike + fresh chip selloff from last week = rough open setup

Three things that could save the tape:
→ Trump successfully convinces Netanyahu to stand down overnight
→ Ceasefire holds by morning
→ Apple WWDC at 10 AM PT delivers a massive AI surprise

Apple WWDC could be the only thing that rescues tech on Monday. Jensen Huang is in Seoul. SpaceX IPO week begins. This is the most consequential Monday open in months.

Set your alarm. 👀

[ETFNewbieCK @ETFNewbieCK]

☀️ GOOD MORNING — Week Ahead Preview | June 7, 2026 | PT

What a week. Let’s reset before Monday opens.

📊 FRIDAY CLOSE — FINAL DAMAGE
🔴 S&P 500 -2.64% | 9-week winning streak ENDED
🔴 Nasdaq -4.18% | Worst day since April 2025
🔴 VIX +39.7% → 21.51 | Fear is back
🔴 Gold -3.10% → $4,365
🔴 Brent Oil -2.04% → $93.09
🟢 Bitcoin +2.02% → $60,547 (bouncing off $60K support)

The Philadelphia Semiconductor Index (SOX) fell 9.5% on Friday alone. That’s historic.

📡 $QCOM WEEKLY RECAP

Friday close: $215.94 | -10.98% on the day
After hours: $211.90 | -1.87% further
Wednesday high: $259.92 (52-week high)
That’s a -17% wipeout in 3 trading days

Two reasons QCOM got hit harder than peers:
1 — Nvidia unveiled its RTX Spark AI PC chip at Computex with 100+ TOPS performance vs Snapdragon X Elite’s 45 TOPS. Direct competitive threat.
2 — QCOM had surged 27% in a single week on ByteDance chip deal excitement. When the hype ran out, the drop was brutal.

The bull case is still alive. JPMorgan raised PT to $265 Friday morning. Data center strategy, automotive, IoT — all intact. Investor Day June 24 is the moment of truth.

$210 is the key level to watch at Monday open.

🗓️ THIS WEEK IS MASSIVE — 5 THINGS TO WATCH

1 — APPLE WWDC — Monday June 8, starts 10 AM PT
The most watched tech event of the week. Market wants to see real AI delivery, not promises. Huge implications for $QCOM — if Apple doubles down on its own silicon for AI, that’s more pressure. If they lean on Qualcomm partnerships, it’s a catalyst.

2 — SpaceX IPO Roadshow — Week of June 8
Pricing June 11. Trading begins June 12 on Nasdaq as $SPCX. $135/share. $1.75T valuation. Largest IPO in history. Analysts say investors may be selling recent winners this week to raise cash for allocation.

3 — CPI Inflation Data — Tuesday June 9, 5:30 AM PT
May headline CPI expected to rise to 4.3% from 3.8%. This is the most important inflation print before the Fed meets June 16-17. Hot number = rate hike back on the table.

4 — PPI Data — Wednesday June 10, 5:30 AM PT
Producer prices follow CPI. Two-day inflation picture will set the tone for Warsh’s first Fed meeting.

5 — Fed Meeting — June 16-17
Kevin Warsh’s first FOMC as Chair. With 172K jobs and CPI rising, rate cuts are off the table. The question is whether hikes come back. Markets are already pricing in a hike before year end.

🧠 THE BIG PICTURE

The AI semi trade broke this week. Not forever — but the “priced for perfection” era is over. Broadcom showed that good quarters aren’t enough when expectations are sky-high.

The rotation into healthcare, financials and defensive names is real and may continue until CPI and the Fed give clarity.

SpaceX IPO next Friday could either reignite risk appetite or signal how much dry powder is left in this market.

Buckle up. This week has more catalysts than any week this year. 👀

[ETFNewbieCK @ETFNewbieCK]

@Ashton_1nvests What about $QCOM

[ETFNewbieCK @ETFNewbieCK]

@JDorbal1989 They just think $QCOM is a joke. But soon everyone will start saying Buy and Overweight once it starts going up by the end of this month!

[ETFNewbieCK @ETFNewbieCK]

🔔 MARKET OPEN — June 5, 2026 | 6:30 AM PT

NFP came in HOT. Market hated it.

📊 MAY JOBS REPORT — ACTUAL
Jobs added: 172,000
Consensus: 80,000
April actual: 115,000
Unemployment: 4.3% (held)
Wages: +0.3% MoM

Doubled expectations. Good news is bad news.

📊 INDEXES AT OPEN (6:30 AM PT)
🔴 S&P 500 -0.63%
🔴 Nasdaq -1.13%
🟡 Dow +0.07%
🟢 Russell 2000 +1.45%
🔴 Bitcoin -3.52% → $61,914

📉 WHY STOCKS ARE SELLING ON A STRONG NUMBER

Strong jobs = Fed has no reason to cut
10-year yield spiked to 4.54%
Higher yields = growth stocks get repriced lower
Rate cuts just got pushed further out

Classic “good news is bad news” day.

📉 TECH STILL BLEEDING
$AVGO -3% | Second straight day of losses after Thursday’s -14% wipeout
$MRVL -8% | Jensen Huang hype fully erased
$MU -6% | Memory getting crushed again
$LULU -11% | After hours guidance cut carrying into open

📡 $QCOM UPDATE
Trading at $239 | Range today: $235–$246

Two big catalysts in focus:
→ JPMorgan raised price target from $160 to $265 today, maintaining Neutral. Flagged Qualcomm Investor Day on June 24 as a major catalyst — expects data center revenue targets to exceed $3B by FY2027 and potentially $35B by FY2031
→ Qualcomm went ex-dividend today ($0.92/share)
→ Options flow showing mixed sentiment with shares down ~2.6% on chip sector pressure

52-week range: $121.99–$259.92. Still up 75%+ in the past month. Investor Day June 24 is the next big moment.

🟢 WHAT’S HOLDING
Russell 2000 +1.45% | Small caps catching a bid
Defensives and financials steady
Iran ceasefire holding → oil near $95, not spiking

Fed meets June 16–17. Today’s number just made their job easier — and rate cuts a lot less likely.

Have a good weekend. 👀

[ETFNewbieCK @ETFNewbieCK]

@Fsl_X @FinnStockinger @GrantTradesX @ricktheslick67 @investingwithac @PulsePathTrades @bigbobinvests That’s crazy to win by 100k!

[Fantasy Stock League @Fsl_X]

4 days left!!!!

Former World #1 @ETFNewbieCK is looking to take that spot back as he climbs back to the lead in this division. @JD4shley on his heels as he closest the gap to the tightest he has been yet.

Super trader @Brownmoose sits mid pack as his aspirations of taking home the gold dwindle away.

Draft your own team on our app or on the website at
https://t.co/Fnw4dSwa3R

https://t.co/v8VXzwxrJE

[ETFNewbieCK @ETFNewbieCK]

👀 TOMORROW IS THE ONE THAT MATTERS

May Jobs Report — Friday June 5, 5:30 AM PT

This is the last major data point before the Fed meets June 16–17. Whatever this number says, new Fed Chair Kevin Warsh hears it loud and clear. His first major test since taking over on May 22.

📊 WHAT WALL STREET EXPECTS
Consensus: ~80K–125K jobs added
Goldman Sachs: 60K
Vanguard: 20K
BofA: 95K
April actual: 115K
Unemployment: holding at 4.3%
Wages: +0.3% MoM

The range is massive. Nobody really knows. That means volatility at open.

🔴 HOT number (100K+)
→ Warsh stays on hold
→ Rates don't come down
→ Nasdaq under more pressure

🟢 SOFT number (sub-60K)
→ Rate cut narrative returns
→ Growth stocks and tech bounce
→ Broadcom/semis could recover fast

The AI "jobpocalypse" question is real. Some analysts are asking whether AI automation is finally starting to show up in the headline numbers.

All times Pacific. Market opens 6:30 AM PT. But the real open is 5:30 AM PT tomorrow.

Stay tuned. 👀

[ETFNewbieCK @ETFNewbieCK]

🔔 MARKET CLOSE — June 4, 2026

A tale of two markets today. Dow ripped. Nasdaq barely survived.

📊 FINAL NUMBERS
🟢 Dow +1.84% | +935 pts → 51,622 (near all-time high)
🟢 S&P 500 +0.50% | 7,591
🟡 Nasdaq +0.09% | 26,877 (flat, saved by non-chip names)
🟢 Russell 2000 +1.61% | 2,940
🟢 Gold +0.87% | $4,505
🔴 Bitcoin -2.33% | $63,831
🔴 Oil -2.56% | Brent $95.31

8 of 11 S&P sectors closed green. Health Care +3.14%, Financials +2.67%, Real Estate +1.87% led the day. Tech was the only red sector.

---

📉 TODAY'S DAMAGE
$AVGO -14% | $319 billion in market cap gone in one session
$CRWD -9% | Sold off all day. No relief.
$FIVE -11% | Beat by 43 cents. Revenue +32% YoY. Raised guidance. Still got wrecked on valuation questions.

---

📋 EARNINGS SPOTLIGHT — $VEEV (Veeva Systems)

Reported last night, trading today:
→ Revenue: $883M (+16% YoY) ✅ Beat
→ EPS: $2.24 vs $2.17 est ✅ Beat
→ No formal guidance raise → market read it as a miss
→ Stock -4% in reaction

Classic 2026 setup: beat the number, lose on the narrative. Software getting no credit right now.

---

🔑 WALL ST BUYING AVGO DIP
Citi, BofA, JPMorgan, Jefferies all maintaining Buy on $AVGO after the selloff. Long-term AI thesis intact — Meta and OpenAI both expanding Broadcom partnerships. Short-term pain, long-term bull case unchanged.

---

🗓️ WHAT MATTERS TOMORROW

May NFP (Jobs Report) — 8:30 AM ET

April came in HOT: 115K vs 62K expected
May consensus: ~150K

Hot print → rates stay higher → growth stocks stay under pressure
Weak print → Fed cut narrative returns → relief rally

This number sets the tone for the next 2 weeks.

[ETFNewbieCK @ETFNewbieCK]

Here's your mid-day X post, ready to go:

---

📊 MID-DAY UPDATE — June 4, 2026 | 12:30 PM ET

Plot twist. The Dow just went green in a big way.

🟢 Dow +1.73% | +900 points, 23 of 30 holdings green, pushing near all-time highs at 51,563
🔴 Nasdaq still red | Tech drag from $AVGO and $CRWD keeping growth names in the red.

Two completely different markets trading right now.

---

📉 STILL BLEEDING
$AVGO -14% | $319 billion in market cap wiped in one session. That's historic. Stock trading between $403–$479 range today
$CRWD -9% | Holding losses. No relief rally yet.

📈 WALL ST BUYING THE AVGO DIP ALREADY
Citi, BofA, JPMorgan, Jefferies all maintaining Buy ratings and raising price targets. Citi explicitly says "buy the dip."

---

🛢️ OIL EASING = RELIEF
WTI -0.89% to $95.17 | Brent -1.13% to $96.70. Cooling oil is giving the Dow room to breathe and pulling yields off their highs.

🟡 IRAN WATCH
Trump said he'd consider ending the Iran ceasefire if any American troops are killed. Market watching every headline. Oil is the real-time war gauge right now.

---

🚀 SPACEX IPO
Retail investors can now submit Indications of Interest on Robinhood and SoFi. $135/share. June 12 date. Biggest IPO in US history is one week away.

Bottom line: Broadcom broke AI semis but didn't break the market. Rotation into Dow/defensive names is absorbing the tech bleed.

All eyes on NFP tomorrow 8:30 AM ET 👀

[ETFNewbieCK @ETFNewbieCK]

🔴 PRE-MARKET MOVERS — June 4, 2026
$AVGO -15% | Beat earnings. AI outlook missed. That's all it takes after a perfect-priced run.
$CRWD -11% | Beat Q1. Raised guidance. Still getting sold. Expectations were too high.
$PVH -22% | Cut full-year revenue. Cited Iran war killing EMEA demand. War is now an earnings line item.
$MRVL $MU $AMD $SMCI all -4–6% | Broadcom's muted AI chip guide is dragging the whole sector
$STI +300%+ | Graphene battery for SpaceX/NASA. Low float. Massive volume. Classic runner.
$QNT 🆕 | Quantinuum IPO debuts today on Nasdaq. Quantum computing. Priced at $60, upsized to $1.68B.
📊 Futures: Nasdaq -1.1% | S&P -0.5% | Dow flat
The story today: Broadcom beat but didn't blow away expectations — and that's enough to wreck AI semis across the board. Time to load on $AVGO!

[ETFNewbieCK @ETFNewbieCK]

@optionscjp Really good format to share data🙏