$NEBIUS (NBIS.US)$ Are institutional investors front-running because they know tomorrow's CPI data will look bad?

Nine straight weekly gains ended in a single session that Wall Street will not quickly forget. Friday's May jobs report hit a market priced for perfection. $S&P 500 Index (.SPX.US)$ dropped 2.64%, $Nasdaq Composite Index (.IXIC.US)$shed over 4% — but semiconductors bore the full force: $iShares Semiconductor ETF (SOXX.US)$ collapsed 10.44%, its worst single day in six years, wiping more than $1 trillion in market cap. $NVIDIA (NVDA.US)$ fell 6.2%; $Micron Technology (MU.US)$ , $Advanced Micro Devices (AMD.US)$ , ...

$Nasdaq Composite Index (.IXIC.US)$ Is everyone being this blunt and straightforward?

$NEBIUS (NBIS.US)$ The Nasdaq's rebound hasn't been strong—let alone here

$NEBIUS (NBIS.US)$ There should be some recovery today, but the strength is uncertain

$SK Hynix (000660.KR)$ Observe for now today; if it doesn't close in the green, check again tomorrow

$SK Hynix (000660.KR)$ Supportive buying funds are limited, while selling pressure is too heavy

$SK Hynix (000660.KR)$ It's just the national team supporting the market—nothing is certain yet; let the dust settle.

$Micron Technology (MU.US)$ Night Run went up, but that actually makes me more nervous—goodbye, earnings reports, goodbye

$Micron Technology (MU.US)$ This time I won’t act impulsively—I’ll wait until you’ve bottomed out completely before jumping in, not during a dead-cat bounce.