YES....I know tomorrow is NOT Friday....but it is the last market day this week due to the 4th of July holiday. Here is the red across the board averages and market today.....for what it is worth. Dow closes little changed after touching record; Nasdaq slides to start July https://www.cnbc.com/2026/06/30/stock-market-today-live-updates.html
A CLASSIC tale of......WOE. Chip stocks that notched record rallies in second quarter start Q3 with a dud https://www.cnbc.com/2026/07/01/chi...lies-in-second-quarter-start-q3-with-dud.html
Few talk about Google AI but they should. Nobody talks about Meta AI. Meta has more pieces of the puzzle than any other single player, except Google. The future likely belongs to one of these two companies. Curiously, neither need nVidia. They might chose to partner with nVidia but only if they want to. Long term, I don't see it. I've been studying this for a few years. There is an 8% shortage in some supply chain line item and suddenly nobody can get any product at all? We've seen this regularly and with increasing frequency. It's more than a little suss. If the regulators were 10x smarter, they might have a chance of putting together a case. I apologize to regulators for thinking they are partisan morons with little legal focus or the integrity to morally shepherd society. I don't know what the plaintiffs know but I fail to see how they can possibly get this certified. It seems like a Cinderella story. If they can pull that rabbit out of a hat, how can they possibly get meaningful discovery? SK Hynix shares production information that seems meaningful but isn't. How much DRAM leaves their shipping docks? We don't know and they won't tell us. I can't imagine SK Hynix being compelled to reveal this information, even if ordered. What action can the court take? Stop SK Hynix from selling product into the American market? If a judge threatens a fine, SK Hynix could just pull out of the American market. The power base in that court room will be 100% with the defendants. So, we don't know how much product they make. We mostly don't know how it moves through channels. It's possible to get anecdotal data from a couple of large US vendors but that's not enough. We don't even know the ratio of commercial versus retail kits versus IC parts. Samsung is the same. Micron doesn't publish any production data. They provide loose guidance on future production to their shareholders but it is tremendously vague and doesn't seem relevant to this case. The data isn't there. If this class moves forward, it will be theater. Perhaps this theater will be relevant to investors, for a while.
YES....from what I was able to read on the MU story above....it seemed like BS. I believe that has been confirmed.....by the lack of media coverage regarding the suit......on mainstream sites. BUT.....I do think that the MU action on Wednesday was......partly..... result of this story. NOT that it matters how or why a stock dropped on one random day.
A nice open for me and the markets. I have not looked at my account but from what I see on the ticker....I thinnk most if not all of my stocks have opened to the green. We need a nice little....4th of July.....BUMP for the markets. HAPPY BIRTHDAY AND 250TH ANNIVERSARY USA.
Regarding the above.......anyone that is an investor......please consider the SOCIALIST.....actually......radical COMMUNIST..... candidates that are seemingly starting to dominate one of our two political parties. Is there any way you can see this as a positive thing for your investments? Is there any way this will NOT devolve into FASCISM? (in my view it already is) Are you willing to throw away the entire basis for what has made this country......our culture, our freedom, our free market capitalism, and many other factors that the NEW FASCISTS rail against? Do you actually think that these people will be content to continue any of the history or traditions of the party they pretend to be part of? In the end....I guess this will be another....NATIONAL .....intelligence test for the country and especially for the party where all these people currently run. In the end.....this will be the DESTRUCTION of that political party and the country if this trend continues to expand. If I live to my full life expectancy.....into my 90's....I will have a pretty good view of how this all turns out. Just like I talk about regarding the markets....."IF"..... this stuff takes hold and the system is......."CHANGED".....it will NEVER come back. This is the ULTIMATE HUMPTY DUMPTY situation. I dont usually talk politics........but.....there are exceptions to everything. So..... anyone that wants to defend what is being advocated by all the DSA candidates running under a different party name....feel free to do so with no argument from me. Please feel free to tell me how is this is going to be any sort of a positive for you as an investor and for the freedoms that we currently enjoy in this country?
Ok.....back to the purpose of this thread. I like this little article. I love my husband, but my marriage is costing me An outdated tax code forces dual-income couples to pay a premium. https://www.washingtonpost.com/opin...n-cost-dual-income-couples-thousands-dollars/ It is a SHAME how much taxes interfere with and come into play in investment decisions. BUT....that is just how it is and smart investors.....ALWAYS....consider taxes in what they do and how they do it.
This is another ridiculous media story-line that has been in the financial media lately. Declaring Fed Independence Fears False The Fed is the same as it ever was. https://www.fisherinvestments.com/e...entary/declaring-fed-independence-fears-false ....."Fed independence wasn’t the biggest brick in the wall of worry, but it was there. As investors move past it, their relief—however subconscious—fosters a little more risk taking, helping markets keep on climbing."
The strong growth of retail investors as.....TRADERS.....is a FACT in the current markets. I suspect this will not end any better for the little guys....that think they can TRADE...... than it does for the big guys and the so called "professionals"......they will NOT be able to beat the un-managed averages over the long term. 5 charts showing how ‘dumb money’ is transforming the stock market, as retail traders smash Wall Street records Citadel says retail trading activity hit record levels in May and June https://www.marketwatch.com/story/5...-smash-wall-street-records-c651b4e5?st=swMDLD
LOL......I think ALL fund managers should be REQUIRED to disclose how ALL of their own money is invested. It would be SUPREMELY interesting reading. Although that is not really the point of this little article. Should a Fund Manager Invest Their Own Money Differently? https://behaviouralinvestment.com/2...d-manager-invest-their-own-money-differently/
A CLASSIC long term investing article. Sometimes Laziness Pays The Highest Dividends https://tonyisola.com/2026/07/sometimes-laziness-pays-the-highest-dividends/ ....."Unlike baseball where hustle generates extra wins, in investing the opposite holds true. Things like timing the market, using leverage, making concentrated bets, and stock picking tend to end in disaster for the average investor swimming in waters too deep and treacherous for their skill level."......
BUMMER. But I dont really care.....AT ALL. This data is so corrupt and distorted that it is meaningless. AND....as an investor......I dont care at all about this sort of garbage. Unfortunately in the current financial MEDIA world of lazy and just plain STUPID writing....talking about and fear-mongering this sort of "stuff" for clicks....is what passes as journalism. If it did not impact the markets.....I would not talk about any of this garbage....or for that matter....care about it as an investor. June jobs report: US payrolls rose by 57,000, missing expectations https://finance.yahoo.com/economy/a...-by-57000-missing-expectations-190000748.html
OMG....what a perfect example of VAPID JOURNALISM. Well actually there is ZERO journalism here....this entire very minimal little article is nothing more than......opinion. Unfortunately where we are in the financial media right now. Stock analysts may be setting up the market for a summer failure https://finance.yahoo.com/markets/a...he-market-for-a-summer-failure-135125532.html
A good step forward, which I welcome as a shareholder.....now the hard part....actual execution. Microsoft commits $2.5 billion and 6,000 employees to new AI implementation unit https://www.cnbc.com/2026/07/02/mic...on-6000-employees-ai-implementation-unit.html
The negative becomes a positive....for the markets. I am talking about the job report, the FED, and interest rates. 2-year Treasury yield eases as light jobs report reduces Fed hike expectations https://www.cnbc.com/2026/07/02/us-treasury-yields-rise-as-investors-await-june-jobs-report.html
I dont doubt this at all......as.....fools rush in. BUT...it is your money....do what you like. Most prediction market contracts have low volume, leaving users exposed to volatility and bots https://www.cnbc.com/2026/07/02/prediction-markets-mostly-have-thinly-traded-contracts-.html
WELL.....since "human" traders can NOT beat the un-managed Indexes long term.....I have no doubt that the AI trading stocks....will soon match them. LOL.....failure matching failure.....great. AI agents will soon be able to match human traders, Robinhood CEO tells CNBC https://www.cnbc.com/2026/07/02/robinhood-ceo-ai-agents.html
For all the TSLA investors.....the ELON haters......and the owners of SPCX. Tesla deliveries jump 25% over last year, blowing past expectations https://www.cnbc.com/2026/07/02/tesla-tsla-q2-2026-vehicle-delivery-production.html
The....not so exclusive....club. BUT for any investor this is a HUGE MILESTONE. AND....it can be done by anyone. It simply takes discipline and starting at the youngest age possible. Stock market gains minted nearly 1 million new millionaires in 2025, new UBS report says https://www.cnbc.com/2026/07/02/stock-market-gains-new-millionaires-ubs.html
Ok...enough for now. My brain is a little sarcastic and twisted today.....and I am having fun. AND....on top of that.....I still probably have a slight gain. BUT....of course....MU and NVDA are in the RED right now. BUMMER. In fact MU is now below $1000 per share.....a 12% loss in five days.....a 6% loss over one month....as usual EARNINGS not only dont matter....they are apparently a BIG NEGATIVE for the stock. Even GLOWING forward guidance.....apparently....does NOT matter.
