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Morning Dose #299 Bullish

Morning Dose #299: Bullish Snap-Back: Inflation Cools, Tech Leads – Tuesday 6/30/2026

Situation Awareness: Bullish. The first half of the year closes today with a buy-the-dip bid that has reasserted mega-cap tech…

Jun 30 5:21

GOOGL CMCSA AVAV+7 more

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Morning Dose #298 Bullish

Morning Dose #298: Ceasefire Catalyst: From Tech Hangover to Broad Rally – Monday 6/29/2026

Situation Awareness Situation Awareness: Bullish. Equity futures point sharply higher into a holiday-abbreviated week, with tech leading a rebound after…

Jun 29 5:14

AAPL GOOG META+7 more

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Morning Dose #297 Bearish

Morning Dose #297: Micron Crush, Nasdaq Crush: The M&A Playbook – Friday 6/26/2026

Situation Awareness Situation Awareness: Cautious Bearish. Equity futures are pointing lower as semiconductor volatility spills over into mega-cap tech, driven…

Jun 26 5:20

MU AAPL MSFT+7 more

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