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Tuesday, June 17, 2025

Best Trade of the Month, as $SOX (semiconductors) Lead Markets higher

 It's already time to declare victory again, after Monday's monster rally in the Semiconductor space. It's a little unusual to find such good market action during the summer, so you gotta take what you can get.   

The lying lame stream media are all reporting that, "big Tech led yesterday's rally", when in actuality is was Semiconductor stocks, including NVIDIA ($NVDA), and several other names in the space making new recent highs ($AMD, Micron, Broadcom, and $KLAC to name a few). 

As I blogged  last week, I suspected Semis were being pumped by CNBC Pro traders, and low and behold - after Friday's 1 day sell-off  - BOOM - yet another short squeeze. 

 See: 

Market Update + Best performing stocks for the week ending 6/6/2025

 Here I am calling the trade out, just ahead of  Friday's close: 

 $VIX remains low

I think most investors were not fooled by the +20 VIX  

 

I even offered a simple $VIX chart to prove it was another bear trap 

ChaChing! +10% gains on the $SOXL 

It was as easy as identifying which sector is being pumped by the fast money, and following the action.  

Wall Street obviously isn't too worried about Israel ramping up their aggression in the middle east... In fact they probably can't wait to test the latest laser weapon technology.   

Israel to show fresh weapons at Paris Air Show 

Take care, AA 

  

 

   

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