🔵 4.03 | M-Point U.S. Daily Brief
1/ Yesterday: The "De-escalation" Rally.
· Macro: NDX surged +3.8% as 10Y Yields cooled to 4.31%.
· Equities: Mega-cap tech ( $NVDA.M, $GOOGL.M) and AI infrastructure ( $MRVL.M, $MU.M) led the charge.
2/ Today: Non-farm Payrolls (NFP) vs. Low Liquidity.
· The Event: NFP (20:30 ET) arrives while cash markets are Closed.
· Watch: Futures & Treasuries. With no cash trading, watch for exaggerated moves in ES/NQ futures and the 10Y Yield.
· Levels: S&P 500 sits at 6,575. Watch if Brent can stay below $110 to keep the tech rebound alive.
MSX New Listing | One Click to Top 3 HBM Giants
🧠 $DRAM.M - The First ETF That's Pure Memory
📦Portfolio includes:
· Samsung Electronics, SK Hynix, Micron (~25% each)
· Kioxia, Western Digital, Seagate
AI's biggest bottleneck → HBM demand exploding. Micron sold out through end of 2026.
Now live. One ticket to the AI memory super cycle.