Yun Jui Tsai @YunRueiTsai: "@YunRueiTsai 2026 YTD Return: +28.33% Fed Speaks..."

Taiwan

@YunRueiTsai 2026 YTD Return: +28.33% Fed Speaks Tonight — Where to Watch on $SOXX (iShares Semiconductor ETF ) & $NSDQ100 Big one today — at 2 PM ET the Fed releases its June meeting minutes. New Chair Warsh refused to submit his own dot, so these minutes are the only real window into how the committee is thinking. Nine of eighteen officials still want one more hike this year — a hawkish lean. Both indices will trade off the tone: Hawkish (inflation "persistent") → yields and dollar up, tech under pressure, more chop. Less hawkish (room for patience) → the rebound can continue. $SOXX — Watch the 50-day MA around 550. First retest since the April rally, and first tests usually hold. Resistance is 590–600; reclaiming it confirms a bottom. Chips got hit last week, but the story is intact: HBM is sold out through most of 2027. $NSDQ100 — Trickier. Already closed below its 50-day MA. Hold 29,246 and it's just a shakeout; lose it and 28,400 is next. This is the market's thermometer — it needs to steady first. My take: last week's shakeout doesn't scare me. Still bullish, still conviction-strong on AI hardware. This is a pressure release and rotation in crowded names, not demand disappearing. My call stands — the market grinds slightly higher in July, with turbulence along the way. Numbers don't lie. To my copiers and followers: expect some volatility, and don't let it shake you. That's the price of owning high-growth AI infrastructure themes. I'm not stepping back — I'm managing risk, reading the signals, and steering the portfolio to challenge new highs again. We've built a strong year together, and I'm playing this the same disciplined way that got us here. Now over to you. When July closes, where does the broad market end up? $SPX500 $MU (Micron Technology, Inc.) $SMSN.L (Samsung Electronics Co Ltd - GDR) $SOXL (Direxion Daily Semiconductor Bull 3X ETF) $OIL $BTC

Not investment advice. The author may have financial interests in the mentioned instruments.

Higher than today (with me)

100.00%

Flat / choppy

100.00%

Lower

100.00%