Since the War began on Feb 27th, the S&P 500 (black) is up 7.34%. But the S&P 500 without AI stocks (blue) is effectively unchanged. So, the entire S&P 500 Index rally since February has been driven by AI stocks.
But look at what happened on Friday, June 5th!
The S&P 500 was down 2.6%, its biggest daily loss since last October.
The S&P 500 without AI was up 0.02% (call it unchanged).
So, the entire sell-off on Friday was AI stocks. The "normal world" did nothing on Friday.
In Taipei, CEO $NVDA Jensen Huang says $MU is the biggest bottleneck in AI.
Elon Musk and $DELL agrees with him. Trump even said to buy $MU stock.
Here's 4 obvious plays to buy & hold:
1. $MU — Only US-listed HBM chip maker. AI servers need it to think.
Buy zone: $600–$650
Post-ATH pullback, earnings catalyst June 24.
2. $DRAM — One ETF, full memory supply chain exposure globally.
Buy zone: $40–$45 | Instant + SK Hynix + $MU basket at discount.
3. $WDC — Powers AI data center storage. Every server needs hard drives.
Buy zone: $380–$400 | 3x YTD run, now cooling off near key support.
4. $SNDK — Pure-play NAND. Datacenter revenue up 645% year-over-year.
Buy zone: $900–$1,000 | 25% below ATH, next earnings could rip.
♻️ RESHARE this post and write 1 comment, I'll DM you my exact call option for 1000% gain (buy and hold)
TradeXYZ launched $SPCX perps at $135 implying a $1.78t spacex valuation. price is now $99.50. polymarket "IPO above $135" probability dropped to 20% and falling for 6 straight days. june 11 IPO is the single biggest credibility test for hyperliquid's entire HIP-3 model. if tradexyz price discovery lands within 5% of nasdaq open it validates a $62b/month RWA perp market that grew 857% quarter over quarter. if it misses by 20%+ the oracle trust assumption behind $3b in open interest gets repriced overnight. first time a DEX has actual skin in a major IPO outcome
Hyperliquid dominated the TradFi perps market starting in March, but Binance entered in April and quickly took the lead in daily volume.
$HYPE still holds the largest open interest at over $3B.
Traders are flocking to Binance for quick trades while keeping longer-term positions on Hyperliquid.
Presented by @KaikoData
Illia: The crypto market is entering its consolidation phase, and only a few will survive.
"The times where it was like, 'Hey, we're going to buy this asset because then there's going to be a bunch of retail coming in' is kind of going away."
What matters now: revenue, real users, and tokens that give you actual capabilities when you stake them.
FT @CryptoHayes@ilblackdragon@andyyy@robbieklages@therollupco.
My process usually looks like...
1) Identify leadership
2) Wait for compression
3) Look for confirmation
4) Enter around tight structure
5) Build cushion quickly
6) Let momentum work for 3-5 days
7) Manage around the 9/21 EMA
I'm trying to capture the highest-probability portion of the move (usually the first move).
I'm not trying to "predict" where the stock will be in 6 months.
If you're not familiar with #Wyckoff and missed the bottom of $SPY today, check out the attached model below 👇
✅ The sign was clear: Accumulation, not Distribution
Being able to differentiate between this concept is 🔑 to staying on the right side of price trends 📈 #VPA
Make 2026 the year you vanquish once and for all what David and I call the three "Goliaths" of trading psychology:
🎭 The Twin Impostors: Stop hoping when in loss and being fearful when in profit. Use VPA to see the objective truth of the price action.
😡 Revenge Trading: Understand the Self-Serving Bias. Don't let your ego project anger onto the market and others. Own the loss, and the need for "revenge" disappears.
🏃 FOMO: Stop chasing. If you don't see volume confirming the price action, you aren't "missing out"—you're avoiding a trap.
Trading is 20% strategy and 80% mindset. By mastering Volume Price Analysis, you give your mind the evidence it needs to stay objective and disciplined.
Thank you for letting us be part of your journey. Let’s make this your most patient and profitable year yet! 📊✨ #TradingTips #VPA #Quantumtrading
.@MessariCrypto's report on @CantonNetwork clearly frames the problem we’ve been focused on for years: financial markets need synchronized settlement and interoperability without sacrificing privacy and selective disclosure. Most systems force a tradeoff between the two. Canton does not, with intention. It's exciting to see institutions like @The_DTCC, @Broadridge, @jpmorgan and @FranklnTempletn using this architecture for real collateral and settlement workflows. https://t.co/KhGQagrjIg.
Why is getting the crypto market news you need so difficult?
Crypto alerts are more noisy than useful. Manually monitoring the market eats up time.
There needs to be a way to cut back weekly noise to only the alerts you care about.
Agentic monitoring brings power to control the crypto market news you consume.
All it takes is a simple prompt about the assets and news related to them you want to monitor.
Setting agentic rules enables you to place your own targets without needing to handle complex setups.
Agentic Monitoring brings critical events in crypto into your workflow.
From Mobile Push to Monitoring across latest regulator and security updates, watch how @diran_li uses Messari Monitoring to power his day.
I made $22,400 last month copy-trading a bot that simulates BTC 10,000 times before every trade.
Same setup a Hong Kong marketer used to make $360K in 30 days.
I've prepared the exact step-by-step guide to make this Bot.
I could've sold this for $999. Giving it free for 24 hours.
To get it:
1. Comment "Money"
2. Like and Retweet
3. Follow me @shedntcare_ (Only then, i can DM you)
The system:
> Claude = the algorithm's brain
> MiroFish = the simulation engine
> 10,000 cycles run before every single trade
> $5,000-$15,000 profit per position
His wallet hit $366K. Mine hit $22.4K in 30 days copying him.
He's not predicting the market.
He's running 10,000 versions of the future before the market moves.
You're picking trades on vibes.
He's running Monte Carlo simulations while you sleep.
You Must Follow me @shedntcare_ , so i can send you DM.