$Micron Technology(MU)$ When there's geopolitical uncertainty, money tends to move into the hottest sectors. We've seen that pattern with Micron and SanDisk in the past, around the time of the Iran deal and when oil was at its peak. The broader market, like the SPY, tends to reflect these shifts.
$SPDR S&P 500 ETF Trust(SPY)$ Futures aren't even that red, to be honest. I thought the bears would put up more of a fight. The massive rally was driven by profits and fundamentals, and that's what I'm still following. Profits should continue to rise, especially for AI bottlenecks like $Micron Technology(MU)$ , $SanDisk Corp.(SNDK)$ , and CRDO.
It's been quite a year for semis, and the moves are hard to overlook. The AI infrastructure buildout has really driven some huge gains across the board, from memory and storage to chip tech. Just look at the one-year numbers: $SanDisk Corp.(SNDK)$ → +4,235% $Western Digital(WDC)$ → +783% $Micron Technology(MU)$ → +717% $Seagate Technology PLC(STX)$ → +515% $Intel(INTC)$ → +372% The biggest rallies tend to happen when the market initially misjudges a major structural shift. The demand story around AI, memory, and compute is still reshaping the whole sect
$Robinhood(HOOD)$ There's been a lot of buzz about the Trump accounts. In the first five days after the app launched following July 4, nearly $125 million came in from individual contributions, not counting any seed or philanthropic money. About 70% of those contributions were for less than $250, and 60% were under $100. They're also reporting over 6.5 million accounts claimed. $SPDR S&P 500 ETF Trust(SPY)$ $Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ $SpaceX(SPCX)$
$Alibaba(BABA)$ $KraneShares CSI China Internet ETF(KWEB)$ $SPDR S&P 500 ETF Trust(SPY)$ This is a development that should be of interest. The BABA Qwen model, running through PrismML, is now capable of operating on an iPhone. This is a significant positive for Apple as well $aapl. It seems the partnership between Apple and BABA, aimed at integrating BABA's capabilities onto iPhones, is starting to yield results.