Day 11 / Day 72 premarket: @IBDinvestors is still holding market exposure at 60-80% despite 10 #Nasdaq distribution days. IMHO, it is firmly in Market-in-Correction territory. $SPY $QQQ $SMH
Day 10 a Day 71: No #FTD today, new rally attempt still alive. #Nasdaq (10) and #SP500 (6) each added a new distribution day (if the March rally continues) $SPY $QQQ $TLT $SMH $XBI
Day 10 / Day 71 premarket: #TSMC reported record June 2026 revenue of NT$442.68 billion (~US$13.79 billion), up 67.9% year-over-year.
For comparison, May 2026 revenue was NT$416.98 billion (~US$12.99 billion). $TSM $NVDA $SMH
Day 9 / Day 70: Running LLMs on edge devices may not be economical given memory shortage & price spikes, at least for a few years until supply catches up. Either way, $NVDA, $AMD, $AVGO, and memory firms $MU, $SNDK, $DRAM are going to enjoy high margins for some time.
Day 8 / Day 69: $NVDA has stopped its downtrend and delivered a sharp bounce (+3.65% yesterday, breaking the short-term downtrend line). Can $NVDA lead the next #FTD? $SMH
Day 6 / Day 67: No #FTD today, new rally attempt still alive. #Nasdaq and #SP500 added a new distribution day (if the March rally continues) based on preliminary volume data. $SPY $QQQ $TLT $SMH $XBI $IBB
Day 5/Day 66 premarket: Hon Hai (Foxconn) $2317.TW, $NVDA's key server assembly partner, just reported stronger-than-expected quarterly sales. Clear sign of sustained AI demand. AI infrastructure buildout continues. $SMH $DELL $CSCO $HPE $TSM https://t.co/2HcAokRxk5
Day 4/Day 65: No #FTD today, but the rally attempt remains alive. #Nasdaq picked up a distribution day, bringing @IBDinvestors total Dist. Day count to 9 (rally attempt began in March). Have a good long weekend. $SPY $QQQ $TLT $SMH
Day 4/Day 65 premarket: U.S. #NFP jobs report drops Thur. morning (8:30 ET) on the final day of this shortened trading week. June NFP data incoming before the July 4 holiday weekend. Expect volatility. $SPY $QQQ $TLT
Day 3/Day 64 premarket: #TSMC https://t.co/CE7kWwUdWw is again up 3.94% in the Taiwan trading session ahead of the US opening. Incredible strength! $TSM $SMH $EWT $INTC
Day 2 / Day 63: Strong continuation of the bounce-back. If everything aligns, Thursday, July 2 stands as the first possible #FTD for the new rally attempt. $SPY $QQQ $SMH
Day 2/Day 63 premarket: #TSMC https://t.co/CE7kWwULM4 is up 3.16% in the Taiwan trading session ahead of the US opening. Higher high, higher low; mighty semi foundry, uptrend intact. $TSM $SMH $EWT $INTC
Day 1 (Day 62): Market attempting a bounce but still trading below the declining 5d SMA. Waiting for #FTD confirmation before adding exposure. $SPY $QQQ $SMH
One fascinating story in the film is why the $TSM ecosystem walked away from the #DRAM $VIS business around 2000 to stay laser-focused on the pure-play foundry model.
In hindsight, that decision looks brilliant. But with AI driving an unprecedented memory shortage in 2026, it’s also fair to ask: would they make the same choice today?