102475062
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My friend sent me a message on Friday night.
He said: what just happened to my portfolio?
He had been holding the same AI semiconductor stocks all year. He watched them climb 40, 50, 90 percent. He felt smart. He felt early. He felt like he understood something most people did not.
Then this week arrived.
I looked at my own portfolio. It took a hit too.
Market Wrap: The Week the AI Trade Hit Its First Real Wall -- June 2 to 6, 2026
...
He said: what just happened to my portfolio?
He had been holding the same AI semiconductor stocks all year. He watched them climb 40, 50, 90 percent. He felt smart. He felt early. He felt like he understood something most people did not.
Then this week arrived.
I looked at my own portfolio. It took a hit too.
Market Wrap: The Week the AI Trade Hit Its First Real Wall -- June 2 to 6, 2026
...
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102475062
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$Palantir (PLTR.US)$ I’ve been fooled again... I didn’t sell even when it went above 160...
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$Palantir (PLTR.US)$ can go up how high? I buy 139
102475062
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Space stocks are back in focus
SpaceX is getting closer to the public market, and investors are already looking for the next best trade.
Last night, the space theme heated up again. $Rocket Lab (RKLB.US)$ , $AST SpaceMobile (ASTS.US)$ , $Firefly Aerospace (FLY.US)$ and $Redwire (RDW.US)$ all rallied sharply as investors reacted to SpaceX IPO excitement and the latest Starship progress.
But not every space stock is the same trade. T...
SpaceX is getting closer to the public market, and investors are already looking for the next best trade.
Last night, the space theme heated up again. $Rocket Lab (RKLB.US)$ , $AST SpaceMobile (ASTS.US)$ , $Firefly Aerospace (FLY.US)$ and $Redwire (RDW.US)$ all rallied sharply as investors reacted to SpaceX IPO excitement and the latest Starship progress.
But not every space stock is the same trade. T...
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$AXT Inc (AXTI.US)$ the only stock that raise
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$Circle (CRCL.US)$ Guru of stocks, teach me. I bought yesterday at 125 and 126, but today the stock plunged.
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$Palantir (PLTR.US)$With options expiring tomorrow, many short positions will be covered, potentially breaking through the resistance level and pushing towards 140
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$KOBAY (6971.MY)$ can up to around 2.9?
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$Micron Technology (MU.US)$ 590 come on
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$SanDisk (SNDK.US)$ still can buy now?
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