$DFTX surged more than 20% this morning and is now up roughly 50% in June.
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Here’s what I’m watching across the rest of the market today:
$MSFT
Microsoft opened at $371.59 and quickly rallied to $378.87, but it failed to hold the highs and has since pulled back toward the previous close. $MSFT has not fully participated in today’s broader tech rebound and is currently showing relative weakness against the sector. With no major company-specific catalyst, the stock appears to be trading within a technical recovery and consolidation phase.
$MU
After falling roughly 13% yesterday, $MU attracted dip buyers and short covering at the open, briefly gaining around 5%.However, buyers lost momentum near $1,105, suggesting investors are reluctant to chase the stock ahead of earnings.For now, traders appear more focused on locking in profits and reducing risk. Still, today’s entire technical setup could be reset once the company reports after the close.
$VRTX
$VRTX is up roughly 1.8% intraday. It opened at $471.38, dipped to $466.45, and then steadily recovered toward $478.12.With the stock trading near its intraday high, buyers currently appear to be in https://t.co/m24np0RHpl high-valuation semiconductor and technology stocks become more volatile, capital is beginning to rotate toward established biotech companies with dependable revenue, strong cash flow, and meaningful clinical catalysts. $VRTX fits that profile well.
What stocks are you holding today, and how are they performing?
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Oracle's $ORCL stock dropped after they reported spending way more on data centers than expected. Capex hit $55.7B for the year, above their $50B goal. They're deep into AI infrastructure for OpenAI and others, raising $48B this year and planning another $40B. Cloud revenue jump
$NVDA CEO said AI is like a five-layer cake 🍰
Here are the layers:
1) Energy - $BE $FLNC $TE
2) Chips - $AVGO $AMD $NVDA
3) Infrastructure - $CIFR $IREN $NBIS
4) Models - $GOOGL $META $MSFT
5) Applications - $PLTR $NOW $CRWD
Check it out 👇
https://t.co/KuDFPjmrF7
THE CHIP REBOUND LASTED EXACTLY ONE DAY
After Friday's worst day in 6 years for $SOXX and Monday's 6% bounce, semiconductors got hammered again Tuesday as the S&P 500 closed lower for the second time in three sessions.
Here's the damage:
- iShares Semiconductor ETF $SOXX: -3%
- Micron $MU: -4.7%
- Broadcom $AVGO: -2%
Index moves:
- S&P 500: -0.26%
- Nasdaq: -0.97%
- Dow: +0.17%
Info tech fell nearly 4%. Materials, consumer discretionary, and real estate led on a rotation into cyclicals like Home Depot.
WTI crude dropped 3% to $88 after U.S. Energy Secretary Chris Wright said Strait of Hormuz ship traffic is "rising very meaningfully."
Per Infrastructure Capital Advisors CEO Jay Hatfield, the real overhang is Friday's SpaceX IPO:
"I think everybody's a little nervous. I think we're going to be choppy until we get that behind us."
Big lesson I picked up from Tito & Omar—stick to your equity curve and trade your way. Trying to be someone else in this game? That’s a fast track to trouble.
Friday showed it perfectly. Some top traders went to cash, others bought the dip. Both had a plan based on their ow
Most traders pick up technicals quick—no big deal after 3-6 months.
Options? Less get that.
Reading GEX? Even fewer.
Building an options flow app? Rare.
And building one that’s also customer-friendly with great design? Almost nobody.
That’s what TMAD does. 🙏
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