NileshRohilla

Samsung’s quarterly profit surged 19-fold, soaring past elevated expectations due to rocketing demand for memory chips needed in AI data centers.
Strong results from the world’s largest memory chipmaker highlight the ongoing AI infrastructure boom.

S&P 500 up 0.90% today as bullish momentum continues.
Multiple banks have now opened 8,000 as their year-end target.
The bull case for US equities remains firmly intact.

ISM Services PMI came in at 54.0 , slightly below forecast but still firmly in expansion territory.
The real surprise was employment: Services hiring jumped to 51.2 (vs 48.2 expected). The services sector is adding jobs aggressively despite Friday’s weak payrolls miss.
Services prices held steady at 67.7, still elevated and sticky.
Remember, services represent 77% of US GDP. It’s still growing, still hiring, and still passing on higher prices.
So nothing wrong in economy.

FUTURES UP , OIL DOWN
Nasdaq 100 Futures open with 1.19% gain after 3 days of holiday.

57,000 jobs. The worst number since the pandemic. And the market went up.
Nasdaq futures +0.80%. S&P 500 +0.46%. Gold +2.65%.
This is not confusion. This is the market doing exactly what it always does.
Bad economic news = good news for rate cuts.
The 57k print (vs 114k expected) tells the Fed the economy is slowing on its own. No hike needed. The tightening is already working.
The nine Fed officials who pencilled in hikes? That conversation just ended with one jobs report.
Warsh said the data decides everything. The data just decided.
Gold up 2.65% is the clearest signal — rate hike expectati

Live: Central Bank Leader Speaks in Sintra, Portugal

META introduced Brain2Qwerty v1, research that uses AI to decode brain activity into text without any surgical implant.
Time to accumulate $META after 2 years of side ways.

Nasdaq 100 turned negative, erasing nearly 1% gain within the first 45 minutes of the US session as memory and chip stocks sold off sharply.
$MU down -9%
$SNDK down -9%
$INTC down -7%

US Markets opened strong this morning as US and Iran agreed to halt mutual attacks.
Nasdaq: +1.25%
S&P 500: +0.78%
Bitcoin, however, is struggling below $60,000 after losing the Weekly MA 200 support last week.

US Futures opened green after US and Iran agreed to halt mutual attacks.
- Nasdaq 100 Futures: +0.33%
- S&P 500 Futures: +0.19%
- Russell 2000 Futures: +0.26%
Oil dropped - 0.50% as geopolitical risk premium continues to fade.

$CRCL Circle , the company behind $USDC , surged 8%

🚨The US government just became the gatekeeper of AI.
OpenAI CEO Sam Altman told staff this week that GPT-5.6 will not release publicly. Instead the government will approve access customer by customer during a limited preview period. The request came directly from the Office of the National Cyber Director and the Office of Science and Technology Policy.
This is not an isolated event. It is a pattern.
June 2. Trump signs executive order establishing AI model review framework. Described as voluntary.
June 12. Government shuts down Anthropic's Fable 5 model entirely.
June 25. Government gates GPT

$AAPL dropped 5% today, erasing nearly $200 billion in market value.
The selloff came after Apple raised prices across several key devices.

Dow and Russell are green. Nasdaq 100 down 0.90%.
It’s not that hard to understand.
The entire memory and chip sector is feeling the pressure ahead of Micron’s earnings after the bell.
$MU -3.58%
$SNDK -4.75%
$WDC -8%
$INTC -2.20%
$NVDA -1.17%
Clear rotation out of high-beta tech into defensive/value names.
Do you think a big green candle is coming from Micron tonight?😀

#Breaking: Trump’s latest statement on Iran and Hormuz:
- Iran has informed the US there are no tolls, no insurance costs, or any other charges on ships traveling the Strait of Hormuz.
- The US will be releasing some of Iran’s money (fully controlled by the US) to purchase food (corn, wheat, soybeans, etc.) exclusively from American farmers and ranchers.
This comes as part of ongoing negotiations and de-escalation efforts.

Just note that $NVDA strong support at $195 and $164.
Trade the Range.

Those calling this a “crash” simply don’t understand rotation.
Dow Jones turned green as traders rotate out of memory stocks into defensive names.
$AAPL up +1%
$MSFT up +2.32%
$IBM up +4.32%

My next bag $IBM surged +4% today, bucking the broader tech slump.
The move comes as IBM rolls out new AI-powered app security services using Project Lightwell and OpenAI, while committing $5 billion with Red Hat to secure open-source code.
The company was also named in a major $2 billion U.S. Commerce Department quantum tech initiative.
Accumulate $IBM if fear in Memory stocks.
#DYOR