HattoriResearch

Hattori Research
Trading since 2018
Real-time journal

[HattoriResearch @TraderHattori]

Think we get summer juice🧃 this week CPI will come in MOM higher as the Iran war MOU fell apart and oil went up ⬆️ but I think YOY will be slightly lower showing inflation is gradually coming down - confirms no hikes for sept

+ $NBIS $AMAT earnings after good $CRWV $SMCI

[HattoriResearch @TraderHattori]

Remember: you get rich in life by selling, selling pays no matter the industry.

A company buys products then sells them, traders buy stocks then sell them when your happy with the profit, DON’T hold that profit into a loss always sell some, you won’t survive otherwise

[HattoriResearch @TraderHattori]

Ai infra is the cleaner trade right now

Although I do like memory (I am bullish on it) I think the recover on it will be harder after the KOSPI aftermath

Can see it the PA compare the Nasdaq and the Kospi

Luckily I have been rotating into some infra names recently

$SMH

[HattoriResearch @TraderHattori]

$SNDK

Crazy beat, great numbers, stock buy back - yet down after hours

Sentiment/ positioning issue - $MU tells you that up after hours people selling ai earnings regardless of the numbers

Let’s see if the KOPSI gives us any juice tommorow

[HattoriResearch @TraderHattori]

LOL they tried to sell it off 🤣 -8% to now -3% so retarded even approved a buy back of stock which will help it reducing the float

[HattoriResearch @TraderHattori]

$SNDK

Can just sense the market is gonna sell it off whatever it prints - hope not tho 🤞🏻

[HattoriResearch @TraderHattori]

@WatcherGuru Tbh Burry was kinda right on this correction so fair play … but this is just scare mongering after he sold MSFT off and is caught offside on a few shorts after $CAT $MU $AMAT $PLTR have bounced - the leverage is washed out the system and Korea just broke the downtrend, now 🆙

[HattoriResearch @TraderHattori]

For months it felt like you had to choose: semis or software.

Today, $SMH + $IGV rallied together while the S&P 500 pushed to new highs.

If this continues, the next leg of the AI cycle may be broader than just chips—AI infrastructure and software moving higher together.

[HattoriResearch @TraderHattori]

SMH is still lagging. If semiconductors reclaim leadership and Korea breaks out of its downtrend channel, I think this AI correction starts looking a lot more like a positioning reset than the end of the cycle.

Earnings from AMD, SanDisk and WDC this week could be pivotal. $SMH

[HattoriResearch @TraderHattori]

AI sentiment check today:

• VIX easing 📉
• USD/JPY stabilising after the weekend intervention headlines 🇯🇵
• Brent down sharply, reducing inflation pressure 🛢️
• Nasdaq green pre-market 📈
• Software showing relative strength 💻

The missing piece? Semis.

[HattoriResearch @TraderHattori]

@Mr_Derivatives Spot on!

[HattoriResearch @TraderHattori]

@TheLongInvest Why try time the market like that I agree 660 looked like the bottom but the market seems to have bounce before this … kinda retarded post

[HattoriResearch @TraderHattori]

@jimcramer Agree with you on this rare occasion, we didn’t need this stock correlating us more to those leveraged degens

[HattoriResearch @TraderHattori]

@TheLongInvest 660 strong support (I see it holding there) could bounce before if the index’s put in a bottom first

[HattoriResearch @TraderHattori]

$IGV software gonna roll over here and chop for summer money will rotate back to Tech $SMH - just watch

[HattoriResearch @TraderHattori]

Love $BE here looks beautiful

[HattoriResearch @TraderHattori]

Trump such a retard getting angry and saying he will ‘F***ing bomb the shit out them’ nice … so oil was rolling over until you said that and now it’s up which puts more pressure on the fed hiking rakes which … you don’t want 👏🏻

[HattoriResearch @TraderHattori]

Calling the bottom here for Semis $DRAM $SMH - where it just chops for the rest of the summer I am not sure or trends higher

[HattoriResearch @TraderHattori]

And No rate cut

[HattoriResearch @TraderHattori]

So many reasons to buy no one is thinking about

First a lot of memory stocks although cyclical Locked orders
Mag7 reporting this week shouldn’t downgrade capex - I would expect them to follow Google - money flows to ai - holds up market.
Hard correction now
Oil rolling over