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7/22 (Wed) — "flat-tape illusion, rotation reality": all three indices closed barely changed (S&P -0.14% 7,498.96, Nasdaq -0.57% 25,690.90, Dow -0.01% 52,218.58) while a violent rotation of "sell high-multiple software, buy AI hardware + energy value" churned underneath. SaaSpocalypse continued
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7/21 (Tue) — the day the memory super-cycle was vindicated: all three major banks say buy, the four memory giants surged 11-14% (SNDK +14.27% / WDC +12.51% / MU +12.17% / STX +11.14%), SMH +4.52% led; Nasdaq +1.29%, S&P +0.89%, Dow +0.74%; DHR earnings landmine -10.99%; VIX -8.58% to 17.05, breadt
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7/20 (Mon) "first breather after the bear" — semis stanch losses on short covering as indexes close near flat under US-Iran risk; breadth 79:118, F&G 38 Fear; all 5 names stay on the 20D list, 5D board 4→1 (ABT).
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Fri 7/17: Kimi K3 shock — China's open-source model sparks a 'DeepSeek moment 2.0'; the SOX confirms a technical bear market (-11% this week). Earnings landmines ISRG -14.15%, NFLX -7.26%; oil tops $80, energy alone strong; Nasdaq -1.40%, S&P -1.01%; VIX 18.77, F&G 37 Fear.
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7/16 (Thu): memory/semis plunged a third straight day as capital rotated into defensives — SNDK -12.63% / STX -10.00% / WDC -9.15% / MRVL -8.71% / MU -5.65%, SMH -3.70%; ABT +10.71% (beat) led healthcare; Nasdaq Composite -1.47%, breadth positive 107:92.
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7/15 (Wed) China's CXMT memory-competition panic ignited a selloff in semiconductors and AI hardware, while rotation into Apple and financials pushed the SPX to a record high: MU -8.02% / SNDK -8.12% / WDC -8.78% / DELL -9.80% / MRVL -7.27%, SMH -1.59%; the same bad news turned into a posi
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IBM's worst-ever crash (-25.21%) dragged the Dow, but cool June CPI (3.5%), across-the-board bank-earnings beats and a memory-chain V-reversal lifted the Nasdaq +0.90% to 26,107.01; S&P +0.38% to 7,543.59. The 20D momentum list rebuilt 0→4 names (PANW/CRWD/NET/HOOD). 3-day free trial, cancel anytim
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7/13 (Mon): SK hynix crashed in its first full session since listing — Seoul parent -15.4%, its largest one-day drop on record (KOSPI tripped a circuit breaker); US ADR SKHY -9.32%. Memory/semis bloodbath vs energy spiking on the Hormuz escalation; 20D momentum list wiped 8→0.
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SK hynix completes the largest foreign-company IPO in U.S. history — SKHYV +12.76% on debut; S&P +0.42% to 7,575.39 nears record highs; META +5.97% (weekly +14.8%) tops the Mag7; NVDA +4.03%; profit-taking in cybersecurity / AI software; VIX 15.03.
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7/9 (Thu): semis / AI stage a broad-based rebound as risk appetite recovers and defensives are sold on profit-taking — oil pulls back (USO -2.85%), 10Y eases to 4.539%, VIX plunges to 15.84; the memory trio and ARM lead (ARM +9.20% / SNDK +7.59% / MU +4.52%), SMH +2.48%.
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7/8 (Wed): semiconductors V-turned into a broad counterattack while a financial & consumer sell-off sent the Dow alone down ~500 pts. Nasdaq +0.20% at 25,870.65, S&P -0.28% at 7,482.71, Dow -1.09% at 52,348.39; breadth very weak at 56:143. China ADRs surged (BABA +11.05%).
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7/7 (Tue) Samsung's Q2 earnings triggered a second global chip selloff: INTC -9.66% / WDC -7.86% / MRVL -7.45% / SNDK -7.26%, SMH -3.78%; energy & pharma took the baton (XOM +3.85%, GILD +5.21%); NET +8.60% topped gainers; Nasdaq -1.16%, S&P -0.45%, Dow -0.25%; breadth 102:97 balanced — rota…