The Philadelphia Semiconductor Index (SOXX) rose 6.4% to a new high, the Nasdaq gained nearly 2% for the week, and everyone in the group is shouting that the semiconductor bull is back. But I always feel like something's off.


The Federal Reserve signaled this week that inflation risks are still present, with a clearly hawkish stance. The VIX dropped 11%, indicating the market doesn't care at all; everyone is pretending not to hear. The SOXX is rising more and more aggressively, and $MU next week's earnings per share (EPS) forecast is twenty dollars, already priced into the market. #SpaceX市值超越微软跻身全球前五
I've seen this kind of "bad news ignored and only rising" market several times, and each time it happens just when everyone is completely relaxed. Today is Juneteenth, markets are closed, so let's digest over the weekend. If Micron's earnings next week don't beat expectations ridiculously, profit-taking won't be polite about leaving.
$SpaceX On its first week of trading, it already pressed $TSLA into the ground, and how long Elon Musk's story can last is also a question. Anyway, these days I see my account's unrealized gains and don't feel like adding to positions. Let's wait and see.
#Gate现货交易量增幅全球第一
NAS100-0.24%
VIX0.39%
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