Jason

[Jason @Jason73821]

@Investor_NICK_ what a pathetic loser haha 😄

[Jason @Jason73821]

@DaveHcontrarian @Caz1177 @LeksandsIF1 @TheAdvanta16839 @MarcinS55107928 @goldsurfer2020 @Pat_Vierra David, do you still see your equity targets getting there (or at least bulk of it) by Labor day?

It seems quite unlikely so at the moment, given that it will 'physically/technically' take time for rates to come down.

I mean, rates move slowly; unlike Nasdaq high-beta stocks.

[Jason @Jason73821]

@DaveHcontrarian @tkdmatt2s @Presidente_Pang @MartinOliveizy @lmm191 David, the Non-farm payroll released today reveal that the labor market is well and strong.

Market is now pricing a very likely rate hike from the Fed, 'at least' one hike this year.

Could it be possible that you revise your observation on declining rates and a weak economy?

[Jason @Jason73821]

@zephyr_z9 @blob_watcher @zephyr_z9 , at this point.. may I ask your favorite between Samsung and SK hynix? thank you in advance.

[Jason @Jason73821]

@TBU12345678 don't you think SK hynix (a pure memory play + upcoming US ADR listing soon in July) is a more safer + bigger upside pick? Thank you for your insights :)

[Jason @Jason73821]

@zephyr_z9 what about SK hynix? @zephyr_z9

[Jason @Jason73821]

@DaveHcontrarian @BorisSFL @MNewms6 Well understood. Thank ou David.

[Jason @Jason73821]

@DaveHcontrarian @BorisSFL @MNewms6 David, when do you see silver and gold participating in this parabolic run? I can see they are consolidating, but looks like it's taking quite a while :) Could the end of the war in Iran be an extremely powerful trigger?

[Jason @Jason73821]

@DaveHcontrarian @DrJakeQuake @MNewms6 David, could it be possible that semis go even more parabolic from here?

As per your forecast, it appears that small caps have way more significant upside than semis - are you suggestig that there could be some rotation happening?

[Jason @Jason73821]

@DaveHcontrarian @troll_buddy @BucktheBoxerbd @john_kurgan @jonathanfgreen @Papapump1979 Thank you David.

[Jason @Jason73821]

@DaveHcontrarian @troll_buddy @BucktheBoxerbd @john_kurgan @jonathanfgreen @Papapump1979 Thank you David. Doesn't the fact that Memory stocks like Micron has undoubtedly already demonstrated a full-fledged parabolic run concern you?

I'm well aware you are against guessing short pullbacks, but I wonder if you see this resembling the Silver run in January. Thank you:)

[Jason @Jason73821]

@DaveHcontrarian @troll_buddy @BucktheBoxerbd @john_kurgan @jonathanfgreen @Papapump1979 David, memory like Micron are already in parabolic mode, no doubt. Do you see a rotation from such Memory stocks to other sectors likely?

Or is it likely that Memory semis continue to lead and further participate in this final leg? If so, the move in Memory would be incredible.

[Jason @Jason73821]

@zephyr_z9 @zephyr_z9 Are you not worried about CXMT's DRAM penetrating into U.S.? Like the below latest article...

"Chinese memory starts entering global markets as Corsair DDR5 modules spotted with CXMT DRAM. 🔗 https://t.co/0V3NnwfuTQ"

[Jason @Jason73821]

@BeardedxScholar @ZanJacquRef 감사합니다!!!

[Jason @Jason73821]

@GONOGO_Korea 고노고님 말씀주신 그런 상황에서 골드는 어떨까요? 요 몇 년간 증시랑 연동되긴 해서 별로일 것 같다가도.. 은근히 좋을 것 같기도 하구요..! 궁금합니다ㅠㅠ

[Jason @Jason73821]

@GONOGO_Korea 이란 합의 아마도 연휴 간 대충 될거구.. 그걸로 피날레 나오고.. 그 담에는 호재는 더 이상 없고 물가 오른거 한두달 동안 소화하면서 금리인상 얘기까지 나올거니까..?? (물론 결국에는 레잇컷 하겠지만 일단 여름 동안은..)

[Jason @Jason73821]

@DaveHcontrarian @rickjeff78 @AnthonyFatseas David, do you see it likely that a very temporary inflation comes first before the bust?

If S&P rocket ships to 9500 as per your forecast, it would at least temporarily boost up consumer sentiment and spending significantly. A strong Russell would also contribute further..

[Jason @Jason73821]

@__bag_h_dad 무슨 일인가요..? ㅠㅠ

[Jason @Jason73821]

@institLPGP how much upside do you see in $acmr in near term.. maybe a little overheated?