Luxodorscent
06-07

The semiconductor sector experienced a significant correction at the end of last week (June 5, 2026), driven by a convergence of company-specific news and broader macroeconomic headwinds.


However the fundamentals and growth stories are still strong as an ox. 


Volatility is there but it's difficult to avoid catalyst infos compared to fear - just in my humble opionion; not a financial advisor or anything.


What are your thoughts Tigers & Tigresses? 


$Micron Technology(MU)$  $Broadcom(AVGO)$  $NVIDIA(NVDA)$  

#Fridaycrash #AIboom #inflation #jobrate #geopolitical  

Oil Just Pushed Long Yields Up — Can Tonight's 23:00 Buyback Push Them Back Down?
Houthi strikes on Saudi energy lifted oil, pulling the S&P and Dow down while QQQ slipped just 0.08%: a plus and a minus at once. Tonight the Treasury sets its expanded 10-to-20-year buyback cap, executing Thursday; Bessent already took the single-session long-bond size from $2bn to at least $4bn. Well above that pushes long yields down; the minimum reads timid. A buyback is not QE and does not retire the deficit. Strong payrolls, oil and deficit worries have the 10-year near 4.8%, and oil hits energy prices first. Buy long bonds before tonight's number, or wait for inflation data on tech?
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