Market Update

Usually I send well researched reports, but today experimenting with a new quick format

Hello all,

A lot of new subs here, so I thought I would say hello

I don't think its the time to be heroic. Keep some cash not margin

- Inflation is picking up massively
- PM's are about to go enjoy their summer
- Sector rotation might sneak up on you. Happening in Drones and Software right now
- Market seems stretched
- Pumper in Chief isn't able to move the crypto market, even though pumping it thoroughly
- H200 Rental prices crashed 30-40% in May 2026. This could be due to other reasons, but still.

Semis are on multi year shortage. I get it.

Unless you get good entries into good companies, don't enter

Opportunities in this market are endless. You want to arrive when others are away. Stay tuned and dont get caught in the bloodbath if it were to arrive.