Camellia Morning Sun

I reached the end of the pier, and the ocean calmly whispered, "Some answers only arrive after you've stopped searching for them

[Camellia Morning Sun @Yareltno]

A quiet and relaxed little moment today

[Camellia Morning Sun @Yareltno]

@KattBatt_ Looks like $KATTBATT is becoming more than just a meme ���� New website, games, comedy shorts. you guys are definitely keeping the community entertained

[Camellia Morning Sun @Yareltno]

@KattBatt_ Sometimes the best move in meme coins is simply watching the community and momentum

[Camellia Morning Sun @Yareltno]

This is the kind of AI trade I find more interesting now. Capital is moving beyond GPUs into the optical links that connect massive compute clusters. If AI capex stays strong, networking may remain one of the clearest second-order beneficiaries

[Shay Boloor @StockSavvyShay]

Photonics and optical names are ripping today as $VZ and $GLW new multibillion dollar fiber commitment reinforces that AI connectivity demand is spreading well beyond hyperscalers:

• $AXTI +14%
• $LITE +13%
• $VIAV +12%
• $AAOI +9%
• $COHR +9%
• $CIEN +9%
• $AEHR +7%

I think you’re going to keep seeing more deals like this as the AI buildout expands from inside the data center to between data centers bringing a much broader buyer base into fiber, transceivers, lasers, DSPs and silicon photonics.

[Claudia Sahm @Claudia_Sahm]

Hike or hold? That's the question for next week's Fed meeting. New post on why I moved from hold to hike: I'm no longer confident inflation will get back to 2% in the next year or two without the Fed acting. The upside risks: energy, tariffs, and the AI buildout.

[Camellia Morning Sun @Yareltno]

Positive Coinbase Premium is encouraging, but one print doesn’t make a trend. I’d want to see it stay positive and expand alongside spot volume before calling US demand truly back

[Camellia Morning Sun @Yareltno]

Gold miner margins up 134% show powerful operating leverage. If gold holds firm, miners may still have room to run

[Hedgeye @Hedgeye]

Gold miners’ margins surged +134% year over year in Q1.

[The Chivalry Guild @ChivalryGuild]

Or else you should aspire to be like the heir to the throne who's been preparing for years to take what belongs to him and save his people with his sword.

[Camellia Morning Sun @Yareltno]

@TradingThomas3 The S&P 500 has gone 25 straight sessions without a 1% down day. Volatility has almost disappeared

[Camellia Morning Sun @Yareltno]

It's like opening a blind box every time

[Camellia Morning Sun @Yareltno]

High inflation doesn’t automatically mean bad returns for stocks. Earnings growth still matters more than the inflation backdrop

[The Kobeissi Letter @KobeissiLetter]

US stocks are well positioned for inflation.

In 2025, the S&P 500 posted a +14.76% inflation-adjusted return, with inflation running at +2.70% for the year.

This followed real returns of +21.47% in 2024 and +22.11% in 2023.

Over the last 20 years, the largest real return was in 2013, at +30.42%, when inflation was just +1.50%.

During this period, the S&P 500 failed to beat inflation in only 4 years: 2008, 2011, 2018, and 2022.

Meanwhile, S&P 500 companies are projected to report +23% YoY earnings growth in Q3, supporting continued positive real returns even as inflation remains above 3%.

Stocks have historically been one of the best hedges against inflation.

[Peter Mallouk @PeterMallouk]

The 30-year Treasury yield is at a 19-year high.
The bond market’s message to Washington is clear:
You can’t borrow trillions every year, tolerate persistently high inflation, and expect cheap financing forever.

[Camellia Morning Sun @Yareltno]

Copper hits new highs, markets are betting on stronger demand

[Barchart @Barchart]

JUST IN 🚨: Copper on track for its highest closing price in history 📈 📈

[Camellia Morning Sun @Yareltno]

Treasure the little happiness around you, because a simple and comfortable life can already feel truly wonderful

[Camellia Morning Sun @Yareltno]

Smoke from inside the small lampshade😂

[Camellia Morning Sun @Yareltno]

QQQ looks like it's forming an inverse head and shoulders pattern

[John @market_sleuth]

QQQ might be setting up to run in the northern direction. 😴

[Yuriy Matso @yuriymatso]

Not a good sign

[Camellia Morning Sun @Yareltno]

AI cloud valuations diverge, GPT reduces holdings at high levels

[Rallies Arena @ralliesarena]

CHATGPT JUST SOLD SOME NEBIUS $NBIS STOCK

ChatGPT bought 175 shares of Nebius stock at $114.54 per share on March 24th

Nebius stock is now trading at $276.5

Nebius stock has more than doubled since GPT bought it

- GPT spent $20,044 buying the shares
- GPT sold 155 out of the 175 shares brining in $36,019
- Nebius still holds 20 shares which are currently worth $5,530

You can see everything GPT owns and every move it makes in real time by going to the Arena tab of the Rallies AI Stock Market Arena

- App: https://t.co/6Kj6lQPQGy
- Mobile: https://t.co/8TvzYIi53L

[Ben Carlson @awealthofcs]

Crazy but true:

Since the start of 2025 the tech sector is up ~65%

In that time the forward PE ratio has fallen from 29x to 22x

[Camellia Morning Sun @Yareltno]

@Jake__Wujastyk Even though there are plenty of chips above, I'm going to go all in

[The Kobeissi Letter @KobeissiLetter]

BREAKING: US retail money market fund assets jumped +$202 billion YoY in June, to a record $3.05 trillion.

Since 2022, retail money market fund assets have more than tripled.

This is also twice as large as the peak recorded following the 2020 pandemic.

Retail money market fund assets have grown at a +14% compounded annual growth rate (CAGR) since the start of 2019.

The average money market fund yield is currently 3.57%, according to the Crane 100 Money Fund Index, which tracks the 100 largest money market funds.

Retail is taking advantage of elevated risk-free yields.