To The Moon

1. Soft Landing Remains the Base Case, but Inflation & Geopolitical Risks Persist Standard Chartered CIO maintains a soft-landing view supporting risk assets, while Seeking Alpha analysts warn that persistent inflationary pressures from geopolitical tensions and supply shocks could push both rates and market volatility higher in H2. 2. $S&P 500(.SPX)$ Targets: Bullish 7,950 vs. Bearish 10-12% Correction Warning Standard Chartered is bullish on global equities (up 12%+ YTD), setting an S&P 500 target of 7,950 by mid-2027. Seeking Alpha contributors are cautious, forecasting a 10-12% H2 pullback. They argue the current bull is "naked" — the AI and chip bubble is nearing its peak. 3. AI Narrative Enters the "Cash Flow Verification" Phase

Love this report thank you for the Part II: Nine Keys to H2 2026

By Matt Weller, Head of Market Research | June 29, 2026 🔑 The Big Picture Theme Forex.com View Trend $Bitcoin(BTC.USD.CC)$ remains in a downtrend off the Oct 2025 high ($126K). No evidence the bottom is in yet. Timing Q3 2026 (Jul–Sep) = likely "one more quarter of pain." A major bottom may form late Q3 or early Q4. Key Level $60,000 is the line in the sand. Lose it, and lower targets open up. 📉 Technical Snapshot Peak-to-trough: Down ~50% from the Oct 2025 ATH of ~$126K Failed bounce: Mid-May rally above $80K looked promising but failed to reverse the downtrend Support test: $60K has been tested multiple times in June; a sustained break below = more pain 🌍 Macro Headwinds Factor Why It Hurts BTC Fed Policy Rates stuck at 3.50%–3.75%; sticky

While others panic on pullbacks this is when you should be buying… These 8 stocks are no brainers that can easily 10x: 1. Nebius ~ $NEBIUS(NBIS)$ 2. Cipher Digital ~ $Cipher Mining Inc.(CIFR)$ 3. CoreWeave ~ $CoreWeave, Inc.(CRWV)$ 4. Roundhill Memory ~ $Roundhill Memory ETF(DRAM)$ 5. T1 Energy ~ $T1 ENERGY INC(TE)$ 6. Applied Digital ~ $APPLIED DIGITAL CORP(APLD)$ 7. ServiceNow ~ $ServiceNow(NOW)$ 8. One Stop Sys ~ $One Stop Systems(OSS)$ 🔥 The Core Theme

🚀 Quantum Becomes a National-Security Priority 📰 The News: What Just Happened June 22, 2026 — President Donald Trump signed a sweeping Executive Order titled "Ushering in the Next Frontier of Quantum Innovation" in the Oval Office, marking the most significant federal quantum policy move to date. 🔑 Key Highlights of the EO: Initiative Details Timeline QC-ADDS Program National effort to build the first quantum computer powerful enough to initiate "quantum-enabled scientific discovery" Target: 2028 Post-Quantum Cryptography Migrate key government systems to quantum-resistant encryption Target: 2030–2031 Quantum Sensors Pentagon to deploy quantum sensors for navigation in GPS-denied environments Target: 2028 National Quantum Strategy Update Refresh federal strategy across Energy, War, Commerc

For the week ended June 17, US equity funds saw a record $119.2 billion inflow. Tech alone grabbed $19.2 billion — also an all-time high. 📊 Key Numbers at a Glance 💰 US equity funds weekly inflow: $119.2B → All-time record 💻 Tech sector weekly inflow: $19.2B → All-time record 📈 Mid-cap funds weekly inflow: $19.9B → All-time record 🎯 Small-cap funds weekly inflow: $12.3B → 2nd highest ever 🔮 2026 annualized projection: $739B → if current pace holds 🏦 Wells Fargo $S&P 500(.SPX)$ target: 8,600–8,800 by end of 2027 💵 US household stock wealth gain: +$6 trillion YTD 🔥 Three Catalysts Driving the Rally 1️⃣ Iran War Ends — Middle East risk cools, Trump approval stops falling, Wall Street turns bullish 2️⃣ AI Infrastructure Boom —

$Microsoft(MSFT)$ — Do Not Buy $Destiny Tech100 Inc(DXYZ)$ — Do Not Buy $Adobe(ADBE)$ — Do Not Buy $Micron Technology(MU)$ — Strong Buy Recommendation $Intel(INTC)$ — Strong Buy Recommendation $IONQ Inc.(IONQ)$ NQ— Strong Buy Recommendation $Marvell Technology(MRVL)$ — Strong Buy Recommendation $SpaceX(SPCX)$ — Strong Buy Recommendation If you're an investor, feel free to like and follow.

Recently, Intel's current CEO, Lip-Bu Tan, gave an exclusive interview to the tech podcast No Priors. $INTC designs and manufactures processors, chips, memory, and related hardware. In addition, the company provides software, optimization solutions, and artificial intelligence platforms. Tan revealed numerous investment directions, including CPUs, advanced packaging, glass substrates, gallium nitride, silicon carbide, indium phosphide, and diamond… Regarding future goals, Tan set a target of generating a 10-fold return for shareholders within 5 to 10 years. He predicts that Intel's business potential will be fully realized between 2030 and 2032, at which point the market will truly recognize its value. As of the closing bell on June 18th, Intel's stock rose 10.64%, hitting a new all-time h

Weekly:Fed Holds, Hormuz Reopens: Tech Rallies, Oil Crashes, BoJ Hits 31-Year High The market has begun repricing over the weekend. Expectations for another rate hike this year are rapidly rising. The probability of a rate hike as early as September has increased significantly. More and more funds are realizing that: The most important task for the new Federal Reserve may not be stimulating the economy, but rather rebuilding the credibility of the dollar. If we enter a future characterized by: rate hikes + balance sheet reduction, then the market will find it difficult to maintain its current high valuation. Meanwhile, the Merrill Lynch Bull/Bear Index has reached extreme territory above 9. Historically, whenever marke

Hold onto $CoreWeave, Inc.(CRWV)$ $Corgi CRWV 2x Daily ETF(CRWX)$ firmly, keep holding. It'll be included in the Nasdaq 100 this week. $Broadcom(AVGO)$ finally surged today, it'll soon be above 400. Today, let's see if $SpaceX(SPCX)$ can successfully break through 210. There are many calls, if it breaks through, it'll be easier to push it higher later.