🚨Crowded Positioning in SOXX + DRAM!
Market Analysis & Watchlist 6.22.26
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 🗝️
