Where Is That Bubble?

🧠 🧠 There’s no sign the rally in semiconductor stocks isgoing to end any time soon—valuations might look stretched by traditional metrics, but it’s still not clear how huge demand for artificial intelligence-enabling chips is going to get

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Buy The Dip. Here’s Why

🔥🔥 Equity markets have been rallying in the past week, with the S&P 500 benchmark briefly hitting a high of 5,500 last week before losing traction. Our Algorithm has maintained its bullish stance on the stock market

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Where Is Bitcoin Headed?

🚨 🚨 Market leader Bitcoin slid below $63,000 on Monday to a more than one-month low, hurt by a six-day streak of outflows from US ETFs for the token. Where Is Bitcoin Headed? Talk To Us Now

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HK Rents Climb To Highest Since 2019

🇭🇰 🇭🇰 HK Residential rents climbed for three straight months ending May to reach the highest level since 2019, according to Midland Realty. Rentals are emerging as a bright spot as much of the real estate market, including offices and residential sales, remains in a downturn

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Bonds: Traders Ramp Up Contrarian Bets

🚨 🚨 Traders in recent sessions have been loading up on contrarian bets that stand to benefit from greater odds the Fed will cut interest rates as soon as July, and demand for futures contracts that would benefit from a rally in the bond market is booming

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Retail Investors Are Buying JPY

🇯🇵 🇯🇵 Bullish positions on the yen against the dollar have been building since mid-May via futures contracts that cater to individual Japanese investors, data from Tokyo Financial Exchange Inc. show. These wagers tumbled on April 29 and May 1-2, around the time when the government is thought to have stepped into the market, indicating that retail traders sold the yen to take profit

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AI: Something Big Is Happening

🚨 🚨 Over the weekend, big tie-ups have been planned in the artificial intelligence world. The drop in the Nasdaq on Friday offers a great opportunity to buy the dip

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Valuations Are Not Overstretched

🚨 🚨 Valuations Are Not Overstretched: Despite the S&P 500’s 2024 gain of 15% through the close on Tuesday, the price has only risen to around 21 times forward earnings from less than 20 times at the start of the year. That isn’t a worrisome stretch

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This Trade Can Make You 50%

🚨 🚨 This company is developing optical fiber solutions to support the increased connectivity demands of AI-driven data centers. The stock has 50% upside from curent levels. Talk To Us Now

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Investors Buy $8.7B Of Tech Funds

🧠 🧠 Investors poured record amounts of money into tech funds over the past week, at $8.7 billion: BofA, EPFR. “The ‘all roads lead to Nvidia’ trade is once again bolstered” as Europe falters amid the political turmoil in France

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