🐳 WhalePool Traders Journal
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Good Afternoon! πŸ₯—
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πŸ‘1
"Did The AI Bubble Just Burst? Technical Analysis Deep Dive With Gareth #Soloway".

πŸ”’ SAFETY NOTICE: Gareth #Soloway and the Verified Investing team will NEVER reach out to you on Telegram, WhatsApp, Discord, or YouTube comments asking for money or offering trades. Any account claiming otherwise is an impersonator β€” report and block it.

Did the AI bubble just burst? After a brutal AI-led selloff on Wall Street, Chief Market Strategist Gareth Soloway breaks down the technical damage on Trading The Close. The KOSPI fell 10% overnight (triggering circuit breakers), the Nasdaq dropped over 3%, and Micron got hammered into tomorrow's make-or-break earnings. Gareth's answer: not officially - not yet. He walks through exactly what would confirm a market top, why a wave of cheaper AI models threatens future margin compression across chips and memory, and where money is quietly rotating as the dust settles.

πŸ“Š COVERED IN THIS EPISODE:
πŸ”΄ The AI Selloff & Semis - Micron down 13% on the day; the bubble isn't confirmed burst until the semis put in a confirming down move, and Micron earnings tomorrow after the bell are the trigger
πŸ”΄ KOSPI, Nikkei & Concentration Risk - The KOSPI's 10% drop (two stocks make up over half the index) - and a reminder that ~10 stocks drive the Nasdaq 100; a KOSPI gap fill ~5% lower is the bounce zone Gareth is watching tonight
πŸ”΅ S&P 500 & Nasdaq (QQQ) - Lower lows are in (stage one); Gareth wants to see a lower high (stage two) to call a market top, and is holding off until Micron earnings
πŸ”΄ NVIDIA (NVDA) - Down 4%; even at a ~21 forward PE, cheaper AI models raise the risk of margin compression down the line
πŸ”΄ FedEx (FDX) - Falling after hours on earnings, with a major multi-year trendline now at risk of breaking down
πŸ”΄ Cerebras - The new IPO semi reports at 7PM ET; opened to the public at $350 and has traded down near $197, with a bear flag keeping it suspect even on a bounce
πŸ”΅ US Dollar (DXY) - Soaring on safe-haven flows and a hawkish Warsh, now into major resistance at 101.50-101.60; Gareth is skeptical it breaks out given US debt
🟒 Microsoft (MSFT) & Defensives - Money rotating into MSFT (up ~2%), Netflix, ConAgra, and Kraft Heinz; an oversold bounce in Microsoft could target ~$400
πŸ”΄ Gold - Still bearish; first support at $3,900-$4,000, and a break opens the door to $3,500
πŸ”΄ Silver - A nasty breakdown to its lowest close since the move to $120; $54 could come within days, with $50 the longer-term target
πŸ”΅ Oil & Natural Gas - Oil a range-bound non-event today; nat gas stuck in a tight range with a possible bullish cup-and-handle
πŸ”΄ Bitcoin (BTC) - Sitting on a double bottom; if the AI and Nasdaq correction continues, it likely heads toward $50,000 or below

πŸ”‘ KEY TAKEAWAY: It was a brutal AI-led day, but Gareth says the bubble hasn't officially burst - the lower lows are in, and a lower high (likely confirmed by Micron's earnings tomorrow) would complete the top. The bigger story is the threat of margin compression from cheaper AI models; for now, money is rotating into defensives and the dollar while metals and Bitcoin stay heavy.

⏱ TIMESTAMPS (estimated)
0:00​ - Intro: Did the AI Bubble Just Burst?
1:30​ - The S&P Intraday: A Weak, Lower-High Day
4:00​ - KOSPI, Nikkei & the Concentration Risk
6:30​ - Nasdaq: Watching for the Lower High
8:00​ - The Dollar Soars Into Major Resistance
10:30​ - FedEx & Cerebras: Earnings Red Flags
13:00​ - NVIDIA, Micron & the Margin-Compression Threat
15:00​ - Rotation Into Microsoft & Defensives
16:30​ - Gold & Silver Break Down
18:00​ - Oil, Natural Gas & Bitcoin
19:30​ - What to Watch Tonight & Tomorrow

#TradingTheClose​ #VerifiedInvesting​ #GarethSoloway​ #AIBubble​ #StockMarket​ #TechnicalAnalysis​ #Nasdaq​ #Micron​

https://www.youtube.com/live/0ZB-g6GYLDg?is=1m9UnXIzzlLW_uOM
<Full-day Takeaway>HSI Closes at 23,412, Up 75 pts; HSTI Closes at 4,479, Up 79 pts; TENCENT Up over 3%; HUA HONG GRACE Hit New Highs; Market Turnover Rises
2026/06/24 16:12 GMT+08

https://www.aastocks.com/en/stocks/news/aafn-con/NOW.1530360/top-news/AAFN
#HKMarketUpdate
<H Shrs>HSI Up 75 pts; TENCENT Gains Over 3%; SMIC Rallies Nearly 9%
2026/06/24 16:29 GMT+08

https://www.aastocks.com/en/stocks/news/aafn-con/NOW.1530373/top-news/AAFN
#SgMarketUpdate
Singapore stocks close higher; STI up 0.2% - The Business Times

Singapore stocks ended higher on Wednesday (Jun 24).

The benchmark Straits Times Index (STI) gained 0.2 per cent or 10.25 points to finish at 5,215.99.

Hongkong Land : H78 +2.53% led the gainers on Singapore’s blue-chip index, rising 2.5 per cent or US$0.18 to US$7.29.

The worst performer among STI constituents was Seatrium : 5E2 -1.49%, which fell 1.5 per cent or S$0.03 to S$1.98.

The three local banks ended mixed. UOB : U11 +0.15% rose 0.2 per cent or S$0.06 to S$39.90, while DBS : D05 -0.11% finished 0.1 per cent or S$0.07 lower at S$66.22 and OCBC : O39 -0.48% was down 0.5 per cent or S$0.12 at S$24.95...

Across the broader market, gainers outnumbered losers 306 to 251, after 1.2 billion securities worth S$1.9 billion changed hands.

Key regional indices were mixed on Wednesday. Hong Kong’s Hang Seng Index gained 0.3 per cent, South Korea’s Kospi was up 3.3 per cent and the FTSE Bursa Malaysia KLCI advanced 0.1 per cent, while Japan’s Nikkei 225 fell 0.9 per cent.

https://www.businesstimes.com.sg/companies-markets/singapore-stocks-close-higher-sti-0-2
#CNA
The title of the video is: Is Greek Yoghurt Really Worth Paying Twice The Price For? We Tested It | Talking Point.

00:00 Introduction
01:10 Why does Greek yoghurt cost more?
04:30 What is Greek-style yoghurt?
06:24 Greek vs Greek-style: protein content
08:11 Differences in type of protein
10:42 Probiotic strains in yoghurt
11:48 Greek vs Greek-style: probiotic count
14:56 Probiotics in your gut
18:37 How healthy is froyo?

About the show:
Talking Point investigates a current issue or event, offering different perspectives to local stories and revealing how it all affects you.
================================================
#CNAInsider #CNATalkingPoint #Yoghurt #GreekYoghurt #GreekStyleYoghurt #ProteinRich #Probiotics #FrozenYoghurt #HealthyEating

https://youtu.be/kUdodQq1BT8?is=t4LRLsD0VwsF0kaQ
The End Of The Iran Deal.

This video by #AndreiJikh argues that the global economy is undergoing a fundamental shift: moving away from a "forever war" business model toward a new era focused on stability, AI, and digital infrastructure.

Key takeaways include:

The Forever War Model (0:00 - 6:57): The video posits that for decades, certain powerful entities have benefited from perpetual conflict, which drives demand for weapons, military budgets, and reconstruction contracts. Israel is described as a key proxy in this system, helping maintain instability in the resource-rich Middle East.
Capital vs. Sovereignty (7:40 - 17:56): The narrator distinguishes between "sovereign" nations (like China, Russia, and Iran), where the state controls capital, and the US model, where "capital sits on top" and directs government policy. He outlines four strategies used to "crack open" nations for resource extraction: sanctions, cutting off dollar access, war, and funding internal opposition.

The Transition to AI (18:44 - 23:33): The speaker suggests that the economic power base is shifting from the Military-Industrial Complex (Mick) to the Technological-Industrial Complex (Tick), which includes big tech, AI, and surveillance. Because AI and large-scale digital grids require stability to function, this new faction is allegedly pushing to move away from the chaotic "forever war" model.

The Future Outlook (24:31 - 26:53): The video argues that we are witnessing a "civil war" within the global profit machine. The narrator predicts that the US and other powers will eventually pivot toward peace and reconstructionβ€”not for moral reasons, but because financing rebuilding and owning digital infrastructure is more profitable than traditional warfare.

https://youtu.be/r4xoOQ32KNM?is=y4JJ_RNGLsj7ocJ2
πŸ‘1
The AI bubble just cracked.
They will drop 75%

#Soloway
No B.S. Just Charts.

The AI memory trade may have just topped. SK Hynix is bringing $29 billion of shares to the US market, and that single move tells you everything about where Micron, SanDisk, and the memory stocks are headed next. In this video I break down why the smart money is already unloading, why incoming share supply is drying up the liquidity that fueled this run, and the exact price levels I'm watching on Micron from here.

We go through the pre-IPO and IPO levels that act as structural floors, the SpaceX vs. RKLB and ASTS rotation that already played out, and why a cheaper, near-identical competitor coming public is a problem for the incumbent every single time. I also cover the margin story nobody is talking about, the chatter from companies like Apple about producing memory themselves, and my longer-term call that this entire sector eventually gets commoditized.

All charts and data, no B.S. If you want my full coverage, levels, and member-only educational videos, everything is below.

Verified Investing: www.VerifiedInvesting.com

CHAPTERS
0:00​ Have the semis topped?
1:00​ The Nasdaq bounce nobody should trust
2:20​ Cerebras and SpaceX back at IPO levels
4:30​ The SK Hynix $29 billion bombshell
6:00​ Why SK Hynix is a problem for Micron
7:00​ The SpaceX, RKLB, ASTS rotation playbook
8:00​ Margins, Apple, and the memory squeeze
9:40​ My Micron downside targets
10:20​ The commoditization call

#Micron​ #SKHynix​ #AIstocks​ #StockMarket​ #SemiconductorStocks​ #MemoryStocks​ #TechStocks​ #Investing​ #StockMarketNews​ #DayTrading​

https://youtu.be/gkAEZJknRws?is=pUVQzhuVfLT3bgon