I’ll say this once.
The next wave of money is going to
“semiconductor manufacturing equipment.”
Stocks I'm personally watching👇
🥉・6857 Advantest
🥉・8035 Tokyo Electron
🥈・7735 SCREEN HD
🥈・6146 DISCO
🥇・This one’s a high-quality pick at a very low price.
Someone bought $1.4M in $SPCX call options near the close yesterday — $300 strike, expiring next Thursday, July 2.
That’s already doubled. Don’t tell me SpaceX has something big happening next week 🚀
Brent contango is sitting at -60c right now. That's a pretty deep discount for near-term barrels, signaling plenty of supply nearby. Market seems well supplied.