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🌅 Morning Market Update | Friday, 26 June 2026
📊 Futures
🇺🇸 S&P 500: 7,307 ▼0.69%
🇺🇸 Nasdaq 100: 29,046 ▼1.34%
🇺🇸 Dow: 51,797 ▼0.24%
🇬🇧 FTSE 100: 10,512 ▼0.64%
😨 Fear & Greed: 26 (Fear)
📉 VIX: 18.9
💵 US 10Y Treasury: 4.41%
💲 DXY: 99.9
🛢️ Brent Oil: $74.31
🥇 Gold: $4,009
🥈 Silver: $56.58
₿ Bitcoin: $59,900
⟠ Ethereum: $1,669
🗓️ Today’s Key Event
🇺🇸 US Core PCE Inflation (Fed’s preferred inflation measure).
🐂 Bullish If: Inflation cools and AI/memory stocks extend their momentum following Micron’s strong earnings.
🐻 Bearish If: Core PCE comes in hotter than expected, pushing Treasury yields higher and weighing on growth stocks.
💭 Market Thought
Micron has reignited excitement around the AI memory cycle, but today’s inflation data could determine whether the broader market joins the rally or remains under pressure.
❓Question: Are you buying today’s dip, waiting for the PCE data, or staying on the sidelines?
🤖 Made with AI
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📅 Historically, July has been one of the strongest months for U.S. stocks.
📈 S&P 500: Best month on average (+~1.7%)
📈 Dow Jones: Best month on average (+~1.4%)
🚀 Nasdaq 100: Positive in 17 of the last 18 Julys
History doesn’t guarantee results, but seasonality is firmly on the bulls’ side.
Will July 2026 continue the trend, or will this year be different?
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🌍 Morning Market Update | Wednesday, 1 July 2026 | 07:00 BST
📈 S&P 500 Futures: 7,527.75 ▼20.50 (-0.27%)
📈 Nasdaq Futures: 30,432.25 ▼91.25 (-0.30%)
📈 Dow Futures: 52,498.00 ▼172.00 (-0.33%)
📈 FTSE 100 Futures: 10,548.00 ▼0.20%
😨 Fear & Greed: 31 (Fear)
📉 VIX: 17.68
📊 US 10Y: 4.55%
💵 DXY: 99.66
🛢️ Brent Oil: $73.31
🥇 Gold: $3,990
🥈 Silver: $57.75
₿ Bitcoin: $58,900
⟠ Ethereum: $1,589
📅 Today’s Key Events
• US ADP Employment Report
• Fed Chair Kevin Warsh speaks at the ECB Forum
• Markets position ahead of Thursday’s Non-Farm Payrolls
🟢 Bullish If: Bond yields stabilise and AI leadership continues.
🔴 Bearish If: Stronger-than-expected jobs data pushes yields higher and delays rate-cut expectations.
💭 Market Thought: Q3 begins with futures in the red and sentiment still in Fear. Today could set the tone for the week ahead as investors focus on labour market data and interest rate expectations.
🤖 Made with AI
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🌅 Good Morning, Investors! | Monday, 29 June 2026 | 06:00 BST
📊 Market Snapshot
🇺🇸 S&P 500 Futures: 7,446.75 ▲ +45.00 (+0.61%)
💻 Nasdaq Futures: 29,567.75 ▲ +199.50 (+0.68%)
🏛️ Dow Futures: 52,364.00 ▲ +155.00 (+0.30%)
🇬🇧 FTSE 100 Futures: 10,553.0 ▲ +1.5 (+0.01%)
😨 Fear & Greed Index: 25 (Extreme Fear)
📉 VIX: 17.68
📈 US 10Y Treasury: 4.43%
💵 US Dollar Index (DXY): ~102.9
🛢️ Brent Crude: $69.90
🥇 Gold: ~$4,078/oz
🥈 Silver: ~$59.12/oz
₿ Bitcoin: $59,900
⟠ Ethereum: $1,620
⸻
📅 Today’s Key Events
• Markets kick off the final trading week of June.
• Investors begin positioning ahead of Thursday’s US Jobs Report.
• Watch AI, semiconductor and memory stocks after last week’s volatility.
🚀 Top Premarket Gainers
• Immunovant (IMVT)
• Construction Partners (ROAD)
• Bio-Rad (BIO)
📉 Top Premarket Losers
• ON Semiconductor (ON)
• DaVita (DVA)
🟢 Bullish If
Technology and semiconductor stocks build on today’s positive futures, Treasury yields remain stable, and buyers step back into the market.
🔴 Bearish If
Bond yields move higher, AI and chip stocks lose momentum, and sellers regain control after last week’s weakness.
💭 Market Thought
“The market transfers wealth from the impatient to the patient. Extreme fear has often been where long-term opportunities begin.”
👇 Question of the Day
The Fear & Greed Index is sitting at 25 (Extreme Fear).
Are you buying this dip, holding what you have, or waiting for even lower prices?
🤖 Made with AI
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Who else think it might be time to get into Costco?
Almost at 3 month lows and with queues like these in front of their shops demand is definitely still high.
$COST
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reuters.com/world/asia-pacif…
What do we think? Is this good or bad for the likes of $MU $SNDK $DRAM
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$MU $SNDK $DRAM
Apple confirms price increase
Xbox is increasing console prices again, with storage and memory costs cited as a significant factor
Microsoft has also raised prices on some hardware, with reports attributing part of the increase to higher AI-driven memory and storage costs.
Analysts are now warning that other PC OEMs will follow suit.
Bullish for any memory investor in my view.
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Good morning! ☀️
Take a break from the charts, get out of the house, enjoy some fresh air, spend time with family and friends, and recharge.
A healthy mind makes better investment decisions.
Have a great weekend everyone! 👊
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The last 7 days have been a reminder of what investing is really about.
• Markets swung on headlines.
• Fear returned.
• Great companies became cheaper.
• AI demand didn’t disappear.
• Memory demand continued to strengthen.
• Long-term investors quietly kept accumulating.
The market will always find a reason to test your conviction.
The investors who win over the next decade won’t be the ones who perfectly time every move—they’ll be the ones who stayed focused on the long-term trends while everyone else was distracted by the noise.
Conviction beats emotion.
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Morning all
Just wanted to give some more insight to the below funds. I have been in contact with them ever since it came to light that the funds are going live. I have been getting some feedback from them and it does look like the Korean and Taiwan custody accounts has not gone live yet. So I think what we are seeing isn’t a true reflection and once it’s live it will be adjusted accordingly. What that means I don’t know, I will try and call them later if I have time to clarify.
Happy Friday all
Thank you to everyone who has retweeted and requested that T212 add the DRAM ticker.
I can confirm that it’s now live.
Thank you also to @Mariusz_Invest who initiated the first message.
Good morning everyone ☕️ Happy Friday
Another day, another opportunity.
Markets are looking weaker ahead of the Fed’s preferred inflation report, but volatility creates opportunity for patient investors—not reasons to panic.
The AI infrastructure story hasn’t changed overnight. I’m staying focused on where we could be in 2030, not what happens in the first hour after the bell.
Have a great Friday, stick to your plan, and remember: the market rewards discipline far more often than emotion.
What’s on your watchlist today? 👇
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Thank you to everyone who has retweeted and requested that T212 add the DRAM ticker.
I can confirm that it’s now live.
Thank you also to @Mariusz_Invest who initiated the first message.
Morning all.
We need to request that T212 add this ticker to the platform.
I think that most of us in UK is using T212, and the more requests the better the chances that they will add it.
I have just done it and the information they need is as follows.
Please submit the following instrument request:
• Instrument Name: Defiance Global Memory ETF
• ISIN: IE000CEUZ052
• Ticker: DR4M LN
• Exchange: London Stock Exchange (LSE)
• Instrument Type: ETF
• Currency: GBP
• Requested Platform: Invest/ISA
It might also be beneficial for everyone to repost and reach as many people as possible interested in the memory ETF’s
Good Morning ☕️
One day you’ll look back and realise the biggest returns didn’t come from timing the market perfectly…
They came from holding your conviction while everyone else was doubting it.
Keep learning.
Keep investing.
Keep thinking long term.
Happy Thursday everyone! 🚀
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🌍 Morning Market Update | 25 June 2026
📊 Markets
🇺🇸 Dow: 51,848.90 +0.35%
🇺🇸 S&P 500: 7,358.22 -0.10%
🇺🇸 Nasdaq: 25,476.64 -0.43%
🇬🇧 FTSE 100: 10,461.63 +0.31%
😨 Fear & Greed: 26 (Fear)
📉 VIX: 18.6
🇺🇸 US 10Y: 4.40%
💵 DXY: 99.9
🛢 Brent: $72.40
🥇 Gold: $3,973
🥈 Silver: $56.70
₿ Bitcoin: $61,800
⟠ Ethereum: $1,670
📅 Today’s Focus
• US PCE Inflation
• Micron earnings reaction
• AI & memory stocks in focus
🐂 Bullish if: Micron’s results spark another leg higher for AI and memory stocks.
🐻 Bearish if: Inflation comes in hotter than expected and bond yields climb.
💭 Market Thought
The AI memory story just got another boost from Micron. Today’s inflation data could decide whether semiconductors lead the next rally.
👇 What stock are you buying if AI infrastructure breaks out today?
🤖 Made with AI
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Help me understand the Amazon ($AMZN) bull case.
Last 2 years:
• Amazon: ~+21%
• S&P 500: ~+37%
• Dividend paid: $0
• Buybacks: minimal relative to its $2T+ market cap
• Capex: tens of billions poured into AI, AWS and data centers
Shareholders have funded massive investment while receiving no direct cash return and still lagging the market.
At what point do investors expect those investments to translate into market-beating returns?
What am I missing?
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Morning all.
We need to request that T212 add this ticker to the platform.
I think that most of us in UK is using T212, and the more requests the better the chances that they will add it.
I have just done it and the information they need is as follows.
Please submit the following instrument request:
• Instrument Name: Defiance Global Memory ETF
• ISIN: IE000CEUZ052
• Ticker: DR4M LN
• Exchange: London Stock Exchange (LSE)
• Instrument Type: ETF
• Currency: GBP
• Requested Platform: Invest/ISA
It might also be beneficial for everyone to repost and reach as many people as possible interested in the memory ETF’s
We have $DRAM in the UK/EU, but it’s not the US version. Same ticker, different risk profile 👇
UK lines: DRAM (USD) / DRAM (EU) DR4M (GBP, lists tomorrow on LSE). ISA and SIPP eligible.
Structure: EU is physical (holds shares). US is synthetic (swaps) with 73% in just $MU , Samsung and Hynix.
Top EU weights: Kioxia 13.2%, $MU 10.8%, $WDC 10.3%, Hynix 10.1%, $SNDK 10%, Seagate 9.2%. 14+ holdings total.
Still ramping to full index weight as Korea and Taiwan custody finalizes.
Shoutout to @th3Oneorac3d for flagging it 👊 Give him a follow 🫡
Help me understand the Amazon ($AMZN) bull case.
Last 2 years:
• Amazon: ~+21%
• S&P 500: ~+37%
• Dividend paid: $0
• Buybacks: minimal relative to its $2T+ market cap
• Capex: tens of billions poured into AI, AWS and data centers
Shareholders have funded massive investment while receiving no direct cash return and still lagging the market.
At what point do investors expect those investments to translate into market-beating returns?
What am I missing?



















