Micron's 85% margin guidance signals a structural memory shortage, not just cyclical demand. This is boosting the entire semiconductor supply chain across Asia. AI investment is inflationary via wages, power, and construction costs—key for Fed's core PCE focus. Dollar is on the brink of breakout vs yen, gold, euro. Debased trades (gold, bitcoin) are struggling due to strong dollar and retail shifting to semiconductors.
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RUT
Oil
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Bloomberg
7.0
Financial Media
Anthony Stephens 4.0
Financial Media
Anthony Stephens 4.0
6/25/2026 10:12:31 AM
dxy
The dollar is on the brink of a breakout—almost broken out against the yen, already broken out against gold and the euro.
| 6/18/2026 10:05:22 AM | short term up | 5 days later | +0.72% | +0.72% |
| 6/17/2026 10:47:56 AM | short term cautious down | 5 days later | +0.56% | -0.28% |
| 6/15/2026 6:39:51 AM | short term down | 6 days later | +1.49% | -1.49% |
| 6/15/2026 6:06:57 AM | short term down | 6 days later | +1.49% | -1.49% |
| 6/11/2026 7:18:14 AM | short term up | 5 days later | +0.34% | +0.34% |
| 6/4/2026 5:20:52 AM | short term up | 5 days later | -0.12% | -0.12% |
| 6/1/2026 9:55:28 AM | short term cautious up | 6 days later | +0.84% | +0.42% |
| 5/29/2026 1:15:10 PM | short term cautious down | 7 days later | +0.86% | -0.43% |
| 5/29/2026 12:40:23 PM | medium term down | 21 days later | +1.83% | -1.83% |
| 5/29/2026 10:33:35 AM | medium term down | 21 days later | +1.83% | -1.83% |
| 5/28/2026 7:57:05 AM | short term up | 5 days later | +0.63% | +0.63% |
| 5/26/2026 7:28:47 AM | short term cautious down | 5 days later | -0.01% | +0.01% |
| 5/25/2026 9:42:20 AM | short term down | 6 days later | +0.03% | -0.03% |
| 5/25/2026 9:42:20 AM | short term down | 6 days later | +0.03% | -0.03% |
| 5/22/2026 9:17:41 PM | short term sharp down | 5 days later | -0.41% | +0.62% |
| 5/15/2026 10:06:02 AM | short term up | 6 days later | +0.35% | +0.35% |
| 5/15/2026 7:54:32 AM | short term up | 6 days later | +0.35% | +0.35% |
| 5/14/2026 8:54:29 AM | medium term down | 20 days later | +0.14% | -0.14% |
| 5/11/2026 2:37:40 PM | short term up | 6 days later | +0.69% | +0.69% |
| 5/7/2026 11:14:07 AM | short term down | 5 days later | +0.65% | -0.65% |
| 5/7/2026 10:02:35 AM | short term cautious down | 5 days later | +0.65% | -0.33% |
| 5/7/2026 10:02:35 AM | medium term cautious down | 20 days later | +1.21% | -0.60% |
| 5/7/2026 9:41:16 AM | short term down | 5 days later | +0.65% | -0.65% |
| 5/6/2026 7:07:04 AM | short term cautious down | 5 days later | +0.04% | -0.02% |
| 4/30/2026 8:02:59 AM | short term up | 5 days later | -0.19% | -0.19% |
| 4/23/2026 1:31:31 PM | medium term up | 20 days later | +0.38% | +0.38% |
| 4/22/2026 7:34:33 AM | short term cautious down | 5 days later | -0.18% | +0.09% |
| 4/2/2026 10:09:57 AM | short term up | 5 days later | -1.05% | -1.05% |
| 4/1/2026 10:17:51 AM | short term up | 5 days later | -0.39% | -0.39% |
| 3/27/2026 11:59:23 AM | short term sharp up | 7 days later | -0.53% | -0.79% |
| 3/23/2026 9:48:17 AM | medium term sharp up | 20 days later | -1.07% | -1.60% |
| 3/23/2026 7:21:12 AM | short term up | 6 days later | +1.09% | +1.09% |
| 3/9/2026 2:08:40 PM | short term up | 6 days later | +0.89% | +0.89% |
| 3/9/2026 8:28:21 AM | short term up | 6 days later | +0.89% | +0.89% |
| 3/6/2026 10:25:51 AM | short term up | 5 days later | +1.52% | +1.52% |
| 2/23/2026 2:15:21 PM | short term down | 6 days later | +0.51% | -0.51% |
| 2/13/2026 9:47:08 AM | short term down | 7 days later | +0.62% | -0.62% |
| 2/11/2026 10:51:35 AM | short term cautious down | 5 days later | +0.24% | -0.12% |
| 2/6/2026 5:34:10 AM | short term up | 7 days later | +0.28% | +0.28% |
| 1/29/2026 9:02:44 PM | medium term cautious down | 20 days later | +0.97% | -0.48% |
| 1/29/2026 9:23:52 AM | short term down | 5 days later | +0.65% | -0.65% |
| 1/29/2026 9:18:07 AM | medium term cautious down | 20 days later | +0.97% | -0.48% |
| 1/29/2026 9:02:17 AM | medium term cautious down | 20 days later | +0.97% | -0.48% |
| 1/28/2026 7:33:33 AM | short term down | 5 days later | +1.20% | -1.20% |
| 1/28/2026 1:08:47 AM | short term sharp down | 5 days later | +1.20% | -1.81% |
| 1/27/2026 11:03:03 PM | short term down | 5 days later | +1.20% | -1.20% |
| 1/26/2026 4:46:43 AM | short term down | 6 days later | +1.44% | -1.44% |
| 1/20/2026 6:00:07 PM | short term down | 5 days later | -1.74% | +1.74% |
| 1/20/2026 5:25:20 AM | short term down | 5 days later | -1.74% | +1.74% |
| 1/14/2026 6:48:56 AM | medium term down | 20 days later | -1.71% | +1.71% |
| 1/12/2026 3:24:56 PM | short term down | 6 days later | +0.27% | -0.27% |
| 1/12/2026 2:06:59 PM | short term down | 6 days later | +0.27% | -0.27% |
| 12/23/2025 10:14:37 AM | medium term up | 20 days later | +1.17% | +1.17% |
| 12/11/2025 6:13:10 AM | short term cautious down | 5 days later | -0.03% | +0.02% |
| 12/4/2025 6:49:20 PM | short term cautious down | 5 days later | -0.20% | +0.10% |
| 12/1/2025 5:28:31 AM | medium term cautious down | 20 days later | -1.08% | +0.54% |
| 11/4/2025 12:00:38 PM | long term up | 61 days later | -1.93% | -1.93% |
| 10/17/2025 10:27:37 AM | short term down | 5 days later | +0.43% | -0.43% |
| 10/1/2025 10:52:02 AM | short term cautious down | 5 days later | +0.75% | -0.37% |
| 10/1/2025 8:12:58 AM | short term down | 5 days later | +0.75% | -0.75% |
| 10/1/2025 8:12:58 AM | medium term down | 20 days later | +1.07% | -1.07% |
| 9/30/2025 7:44:54 AM | short term cautious down | 5 days later | +0.41% | -0.20% |
| 9/25/2025 1:14:48 PM | short term up | 5 days later | -0.45% | -0.45% |
| 9/17/2025 10:11:21 AM | short term cautious down | 5 days later | -0.09% | +0.05% |
| 9/17/2025 8:33:28 AM | short term cautious down | 5 days later | -0.09% | +0.05% |
| 9/5/2025 10:16:54 AM | short term down | 7 days later | -0.15% | +0.15% |
| 8/26/2025 8:35:09 AM | short term down | 6 days later | +0.17% | -0.17% |
| 8/1/2025 2:29:07 PM | short term up | 7 days later | -0.26% | -0.26% |
| 8/1/2025 12:29:01 PM | short term up | 7 days later | -0.26% | -0.26% |
metals
Gold and silver rallies have been aggressively paired back due to strong dollar and retail shifting to semiconductors. Dollar has already broken out against gold.
ndx
Micron's 85% margin guidance signals structural memory shortage, boosting entire semi supply chain. Retail is shifting to semiconductor trade. This supports NDX.
