Commentaries
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Commentaries

August 3, 2026
Momentum, in Reverse.
Two forces: a sharp reversal in chip and tech stocks, and the […] Read More

July 2, 2026
Recovery Turned into Rally.
Semiconductors and the AI theme pulled the US stock market to new […] Read More

June 16, 2026
SpaceX History Making IPO.
The largest IPO in history. What it means. What we will do. […] Read More
