🌎Hot PPI Meets China Trip Optimism!
Market Analysis & Watchlist 5.13.26
Hey Gang,
The geopolitical headwind of higher oil prices & inflation are colliding with the tailwind of an AI memory boom. Let’s take a deep dive under the hood. HAGE 🍻
-Andrew
Market Update 📊
DRAM Memory led in a tape of MIXED BREADTH 🟡
YTD Price Returns 📈
Nasdaq is the YTD leader! 👇
News Flow🌎
Economic Calendar🌎
Retail sales data incoming tomorrow AM! 👇
US Investing Championship Record🏆
│2026: +9.28% as of 4/30│ 2025: +39.1% │2024: +254.0% │2023: +103.5% │
Key Ideas 🗝️
