Semiconductor Strength, Tesla Deliveries, and Crypto Competition
Jul 1Semiconductors remain the clearest leadership area, while broader market volatility may persist around macro data, rates, and geopolitical headlines. AI infrastructure names continue to attract support, but crypto faces rising competitive pressure and a more mature, less speculative phase.
AMD
Memories Slow Slightly
Jun 30Risk sentiment has become too negative, and that is fueling a strong rebound in the market. The broader setup still looks constructive, but sentiment remains overly pessimistic. Memory, AI infrastructure, space, defense, and data-center names continue to see sharp rotation, while legal, regulatory, and geopolitical risks remain an important overhang.
ASTSAVAVIRDMMETA+7