🎵The Music Stops for Memory Stocks!
Market Analysis & Watchlist 6.23.26
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 🗝️
