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Morning Dose #295 Neutral

Morning Dose #295: Semiconductor Trap or Recovery? Navigating the Cautious Regime – Wednesday 6/24/2026

Situation Awareness Situation Awareness: Cautious. The market is attempting a technical rebound after a severe momentum unwind in the semiconductor…

Jun 24 4:23

MU CBRS FDX+7 more

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Morning Dose #294 Bearish

Morning Dose #294: The AI Shakeout: Market Regime Flip & Defensive Playbook – Tuesday 6/23/2026

Situation Awareness Situation Awareness: Correction. Semiconductor weakness and mega-cap rotation are driving a sharp unwind in global risk assets, with…

Jun 23 4:57

MU QCOM ORCL+7 more

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