Team,

CPI came in LIGHT, which created a nice pop in US equity indices today. Let’s take a look at the setup into tomorrow’s PPI report! HAGE 🍻

-Andrew

Market Update 📊

• TAN Solar led in a tape of STRONG BREADTH 🟢

YTD Price Returns 📈

• The Russell 2000 small caps are leading in 2026 👇

News Flow📰

Economic Calendar🌎

YoY CPI came in LIGHT at 3.5% vs 3.8% consensus estimate! PPI incoming 👇

US Investing Championship Record🏆

│2026: +12.50% as of 6/30│ 2025: +39.1% │2024: +254.0% │2023: +103.5% │

Key Ideas 🗝️

Read more

Team,

Our thesis that 6/22 was the cycle top for semis & memory remains intact.
Now the broader universe of risk assets is breaking down as the US & Iran resume their military conflict.
Let’s take a look under the hood of today’s action. HAGE 🍻

-Andrew

Market Update 📊

• MSOS Cannabis led in a tape of MIXED BREADTH 🟡

YTD Price Returns 📈

• The Russell 2000 small caps are leading in 2026 👇

News Flow📰

Economic Calendar🌎

CPI incoming TOMORROW! 👇

US Investing Championship Record🏆

│2026: +12.50% as of 6/30│ 2025: +39.1% │2024: +254.0% │2023: +103.5% │

Key Ideas 🗝️

Read more

Welcome to this week's edition of the Pristine Capital Weekend Watchlist! 👋

In this note, we’ll cover the following topics to prep for the upcoming trading week:

• 🦾 Sector relative strength analysis

• 🌎Macro Analysis

• 📈Three A+ Trade Setups

And much more! Let's get started! 👇

Sector/Style Factor Relative Strength Analysis

A key part of our technical process is tracking momentum across style factors and sectors on multiple timeframes. Our goal is to follow the flow of capital and spot trend changes early

Style Factor YTD Performance

• The momentum style factor is mean reverting as the bloom comes off rose of the AI infrastructure trade 👇

YTD Sector Performance

• SOXX semiconductors are the clear leader in 2026 as the AI infrastructure buildout continues and on the memory shortage associated with running AI models 👇

Subscribe now

QTD Sector Performance

• KWEB China stocks were dumped into the end of Q2 and are now bouncing in July 👇

1-Month Sector Performance

• Rotation into the speculative/ low quality XBI biotech & ARKK innovation 👇

1-Week Sector Performance

• MSOS cannabis underperformed during the recreational rescheduling hearing. It concludes this coming Wednesday 7/15 👇

Ideas/ Macro Backdrop🗝️

Read more

Team,

SPCX was the first big AI related IPO to go off, and SK Hynix is coming tomorrow. Let’s see if the demand for memory stocks is high enough to meet this new supply without disturbing the market. HAGE 🍻

-Andrew

Market Update 📊

• DRAM Memory led in a tape of STRONG BREADTH 🟢

YTD Price Returns 📈

• The Russell 2000 small caps are leading in 2026 👇

News Flow📰

Economic Calendar🌎

Inflation data incoming next week! 👇

US Investing Championship Record🏆

│2026: +12.50% as of 6/30│ 2025: +39.1% │2024: +254.0% │2023: +103.5% │

Key Ideas 🗝️

Read more

Team,

The cycle top for the AI trade happened on 6/22…and now US/Iran tensions are flaring up. Let’s take a look under the hood of today’s price action. HAGE 🍻

-Andrew

Market Update 📊

• KWEB China led in a tape of WEAK BREADTH 🔴

YTD Price Returns 📈

• The Russell 2000 small caps are leading in 2026 👇

News Flow📰

Economic Calendar🌎

Inflation data incoming next week! 👇

US Investing Championship Record🏆

│2026: +12.50% as of 6/30│ 2025: +39.1% │2024: +254.0% │2023: +103.5% │

Key Ideas 🗝️

Read more

Team,

Our thesis that the cycle top for the AI trade happened on 6/22 remains intact. Let’s take a look under the hood of today’s price action. HAGE 🍻

-Andrew

Market Update 📊

• XLE Energy led in a tape of MIXED BREADTH 🟡

YTD Price Returns 📈

• The Russell 2000 is the top YTD performer! 👇

News Flow📰

Economic Calendar🌎

FOMC minutes incoming tomorrow afternoon 👇

US Investing Championship Record🏆

│2026: +12.50% as of 6/30│ 2025: +39.1% │2024: +254.0% │2023: +103.5% │

Key Ideas 🗝️

Read more

Team,

Official results are in! We finished the month of June +6.40%, bringing our YTD total return to +12.50%. I just reported these results to the US Investing Championship $1MM+ Money Manager Division.

Thanks for your support of my work. There is greatness in all of us. HAGE 🍻

-Andrew

Market Update 📊

• DRAM Memory led in a tape of MIXED BREADTH 🟡

YTD Price Returns 📈

• The Russell 2000 is the top YTD performer into the 2nd half of the year! 👇

News Flow📰

Economic Calendar🌎

ISM services PMI came in slightly lighter than expected 👇

US Investing Championship Record🏆

│2026: +12.50% as of 6/30│ 2025: +39.1% │2024: +254.0% │2023: +103.5% │

Key Ideas 🗝️

Read more

Welcome to this week's edition of the Pristine Capital Weekend Watchlist! 👋

In this note, we’ll cover the following topics to prep for the upcoming trading week:

• 🦾 Sector relative strength analysis

• 🌎Macro Analysis

• 📈Three A+ Trade Setups

And much more! Let's get started! 👇

Sector/Style Factor Relative Strength Analysis

A key part of our technical process is tracking momentum across style factors and sectors on multiple timeframes. Our goal is to follow the flow of capital and spot trend changes early

Style Factor YTD Performance

• The momentum style factor is mean reverting as the bloom comes off rose of the AI infrastructure trade 👇

YTD Sector Performance

• SOXX semiconductors are the clear leader as the dominant theme in 2026 has been the memory shortage associated with running AI models 👇

Subscribe now

QTD Sector Performance

• IHI medical devices leading in Q3 as investors take a more cautious stance. The groups at the bottom of the list were the top performers in Q2. Mean reversion 👇

1-Month Sector Performance

• Rotation into all things healthcare XBI XLV 👇

1-Week Sector Performance

• The long SOXX & short IGV software pairs trade is unwinding👇

Ideas/ Macro Backdrop🗝️

Read more

I wanted to give you a quick update on the MSOS cannabis rescheduling trade. As many of you know, I’m currently long on MSOS, and it’s a core position for me right now.

We are currently in the middle of the recreational rescheduling hearing, which is set to last until July 15th. Once that concludes, the ALJ will provide a recommendation, followed by a final rule from the DEA. While the hearing plays out, I’m expecting a few more weeks of consolidation—but the technicals are quietly improving. We are sitting safely above both the 50-day and 200-day simple moving averages.

More importantly, the structural landscape of this ETF has fundamentally changed. The liquidity crunch that plagued cannabis stocks for years is resolving. Trulieve and Glass House now represent roughly 35% of the ETF, and both are fully liquid, with Trulieve already up-listed to the NYSE.

The stage is being set for an explosive move into the end of the year.

Subscribe to Pristine Capital Premium today to unlock the full video breakdown, including:

• The specific M&A catalysts brewing between Curaleaf and Glass House.

• How the 52-week range metrics for TRLV and GLAS are setting up to trigger massive momentum scanners.

• A complete historical analysis of our Excel seasonality model showing why July and August have historically been massive turnarounds for this sector.

Read more

Team,

Cracks continue to emerge in the AI trade. Let’s take a look under the hood of today’s market action. HAGE 🍻

-Andrew

Market Update 📊

• SOXX Semis led in a tape of MIXED BREADTH 🟡

YTD Price Returns 📈

• The Russell 2000 is the top YTD performer into the 2nd half of the year! The Nasdaq is not far behind 👇

News Flow📰

Economic Calendar🌎

NFP employment report incoming TOMORROW AM. The stock market is closed on Friday in observance of the 4th of July holiday 👇

US Investing Championship Record🏆

│2026: +5.74% as of 5/31│ 2025: +39.1% │2024: +254.0% │2023: +103.5% │

Key Ideas 🗝️

Read more

Team,

We are now 1/2 of the way through the 2026 trading year! Quarter-end can be a great time to assess the goals you set out to achieve at the beginning of the year, and how close you are to them. Never be afraid to make tweaks to your success formula. I’m rooting for you! HAGE 🍻

-Andrew

Market Update 📊

• SOXX Semis led in a tape of MIXED BREADTH 🟡

YTD Price Returns 📈

• The Russell 2000 is the top YTD performer into the 2nd half of the year! The Nasdaq is not far behind 👇

News Flow📰

Economic Calendar🌎

I’ll be tuning in to Kevin Warsh’s speech tomorrow morning. Still learning his style as Fed chair 👇

US Investing Championship Record🏆

│2026: +5.74% as of 5/31│ 2025: +39.1% │2024: +254.0% │2023: +103.5% │

Key Ideas 🗝️

Read more

Team,

We’ve exercised a massive amount of patience so far this year waiting for some big trades to unfold. The good news? I’m finally seeing the light at the end of the tunnel. It’s going to be a phenomenal summer.

As always, thank you for your continued support of my work.

HAGE 🍻

-Andrew

Market Update 📊

• SOXX Semis led in a tape of MIXED BREADTH 🟡

YTD Price Returns 📈

• The Russell 2000 is the top performer for 2026! 👇

News Flow📰

Economic Calendar🌎

JOLTS job openings data incoming tomorrow AM 👇

US Investing Championship Record🏆

│2026: +5.74% as of 5/31│ 2025: +39.1% │2024: +254.0% │2023: +103.5% │

Key Ideas 🗝️

Read more

Welcome to this week's edition of the Pristine Capital Weekend Watchlist! 👋

In this note, we’ll cover the following topics to prep for the upcoming trading week:

• 🦾 Sector relative strength analysis

• 🌎Macro Analysis

• 📈Three A+ Trade Setups

And much more! Let's get started! 👇

Sector/Style Factor Relative Strength Analysis

A key part of our technical process is tracking momentum across style factors and sectors on multiple timeframes. Our goal is to follow the flow of capital and spot trend changes early

Style Factor YTD Performance

• The momentum style factor peaked weeks ago, but continues to lead the pack 👇

YTD Sector Performance

• SOXX semiconductors +96.10%. This is absolutely mind blowing performance! 👇

Subscribe now

QTD Sector Performance

• MSOS cannabis gaining momentum in Q2 on the medical and recreational rescheduling catalysts 👇

1-Month Sector Performance

• XBI Biotech & XHB Homebuilders gained momentum on lower oil prices → lower future inflation → lower interest rates. This could reverse on the weekend news of US/Iran airstrikes 👇

1-Week Sector Performance

• SOXX semis worst performer last week 👇

Ideas/ Macro Backdrop🗝️

Read more

Team,

GLASF is moving on up to the big boards under the NEW ticker GLAS next week 6/30. Everything is going according to plan. Keep putting one foot in front of the other. HAGE 🍻

-Andrew

Market Update 📊

• DRAM Memory led in a tape of MIXED BREADTH 🟡

YTD Price Returns 📈

• The Russell 2000 overtook the Nasdaq for the top YTD spot! 👇

News Flow📰

Economic Calendar🌎

Core PCE data in line with expectations 👇

US Investing Championship Record🏆

│2026: +5.74% as of 5/31│ 2025: +39.1% │2024: +254.0% │2023: +103.5% │

Key Ideas 🗝️

Read more

Team,

MU Micron absolutely crushed earnings tonight with incredible revenue growth and profitability. We are so back! HAGE 🍻

-Andrew

Market Update 📊

• XHB Homebuilders led in a tape of MIXED BREADTH 🟡

YTD Price Returns 📈

• The Russell 2000 overtook the Nasdaq for the top YTD spot! 👇

News Flow📰

Economic Calendar🌎

Core PCE inflation data incoming Thursday 👇

US Investing Championship Record🏆

│2026: +5.74% as of 5/31│ 2025: +39.1% │2024: +254.0% │2023: +103.5% │

Key Ideas 🗝️

Read more

Team,

Investors have been cashing in on levered bets upside bets on the AI/memory trade for months now, but every parabola ends the same way. Violently! Were a generation of bagholders just born? Let’s take a look under the hood of today’s market action. HAGE 🍻

-Andrew

Market Update 📊

• XLP Consumer Staples led in a tape of MIXED BREADTH 🟡

YTD Price Returns 📈

• The Russell 2000 overtook the Nasdaq for the top YTD spot! 👇

News Flow📰

Economic Calendar🌎

Core PCE inflation data incoming Thursday 👇

US Investing Championship Record🏆

│2026: +5.74% as of 5/31│ 2025: +39.1% │2024: +254.0% │2023: +103.5% │

Key Ideas 🗝️

Read more

Team,

Between the conflict in the middle east, midterm elections, and the evolving AI landscape, investors are exhibiting caution when it comes to all risk assets…except for SOXX semis and DRAM memory! Let’s take a look under the hood of today’s market action. HAGE 🍻

-Andrew

Market Update 📊

• DRAM Memory led in a tape of MIXED BREADTH 🟡

YTD Price Returns 📈

• The Russell 2000 overtook the Nasdaq for the top YTD spot! 👇

News Flow📰

Economic Calendar🌎

Core PCE inflation data incoming Thursday 👇

US Investing Championship Record🏆

│2026: +5.74% as of 5/31│ 2025: +39.1% │2024: +254.0% │2023: +103.5% │

Key Ideas 🗝️

Read more

Welcome to this week's edition of the Pristine Capital Weekend Watchlist! 👋

In this note, we’ll cover the following topics to prep for the upcoming trading week:

• 🦾 Sector relative strength analysis

• 🌎Macro Analysis

• 📈Three A+ Trade Setups

And much more! Let's get started! 👇

Sector/Style Factor Relative Strength Analysis

A key part of our technical process is tracking momentum across style factors and sectors on multiple timeframes. Our goal is to follow the flow of capital and spot trend changes early

Style Factor YTD Performance

• The momentum style factor made NEW HIGHS 👇

YTD Sector Performance

• SOXX semiconductors triple digit return! This is absolutely mind blowing performance 👇

Subscribe now

QTD Sector Performance

• MSOS cannabis gaining momentum in Q2 on the medical and recreational rescheduling catalysts 👇

1-Month Sector Performance

• XHB Homebuilders gained momentum on lower oil prices → lower future inflation → lower interest rates. I’d expect some of this to reverse this upcoming week 👇

1-Week Sector Performance

• ARKK innovation (low quality growth) top performing group last week 👇

Ideas/ Macro Backdrop🗝️

Read more

Team,

We are in the Kevin Warsh era now. And we are in the post Iran deal era. And we are officially in…the midterm election era. Let’s take a look under the hood of today’s market action. HAGE 🍻

-Andrew

Market Update 📊

• XBI Biotech led in a tape of WEAK BREADTH 🔴

YTD Price Returns 📈

• The Russell 2000 overtook the Nasdaq for the top YTD spot!👇

News Flow📰

Economic Calendar🌎

Initial jobless claims incoming 👇

US Investing Championship Record🏆

│2026: +5.74% as of 5/31│ 2025: +39.1% │2024: +254.0% │2023: +103.5% │

Key Ideas 🗝️

Read more

Team,

US equities took a much needed breather after yesterday’s gap and go price action on the US/Iran deal news. Keep putting one foot in front of the other. 2026 is going to be our year! HAGE 🍻

-Andrew

Market Update 📊

• GDX Gold Miners led in a tape of MIXED BREADTH 🟡

YTD Price Returns 📈

• All things considered, the US equity indices are performing well for a midterm election year 👇

News Flow📰

Economic Calendar🌎

Fed Wednesday incoming! 👇

US Investing Championship Record🏆

│2026: +5.74% as of 5/31│ 2025: +39.1% │2024: +254.0% │2023: +103.5% │

Key Ideas 🗝️

Read more