The Morning Dose
Morning Dose #296: Cautious Bullish: Micron’s Surge vs. Fed Reality – Thursday 6/25/2026
0:004:31
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Episode summary
The market sits on a razor’s edge with a perfect bull-bear split as traders await the May PCE data. While Micron and Qualcomm lead a narrow rally, the broader index struggles under hawkish Fed expectations. The playbook calls for a ‘Selective Offensive’ strategy, focusing on AI leaders while avoiding broad index bets.