$MU continues to lead the memory rally. Micron pushed to fresh highs again, although Tuesday's session was a reminder that even the strongest stocks don't move straight up. Early gains were heavily sold into, yet the stock still managed to close above the EMA10 and keep the broader uptrend intact. For new entries, I'd personally prefer either a deeper pullback into support or a fresh breakout rather than chasing extended momentum here. The next major catalyst arrives on June 24, when Micron reports earnings after the close. Analysts remain extremely bullish. Recent price target hikes from TD Cowen ($1,500) or RBC ($1,200) all reflect the same core thesis: the AI-driven memory boom may last far longer than many expected. The key drivers remain HBM demand, rising memory content per AI workload, supply constraints, and the possibility that margins stay elevated for longer.

$DUOL After the sharp sell-off earlier in the year, the stock has spent the last several months building what increasingly looks like a larger bottoming structure. More recently, we've started to see signs of relative strength and the first indications that the stock may be attempting to break out of that base. That said, sector performance remains key. Software names tend to move together, and a sustainable rally in Duolingo will likely require broader strength across the sector. From a trading perspective, I'd be interested in a breakout above $130. If momentum returns, a stop around the EMA10 near $120 could offer a reasonable risk framework.

Could the @Allianz stock be on the verge of a major breakout? It's not often you see a large-cap insurer receive a price target implying more than 70% upside, but that's exactly what happened this week as Berenberg raised its target from €504 to €684. The firm's argument is interesting: Allianz and other insurers have fundamentally improved their business quality and financial metrics, yet valuations have not fully caught up. Allianz remains Berenberg's preferred pick in the sector. A move above €395 would further improve the chart and generate fresh buy signals on the higher timeframe. Given Allianz's typically lower volatility, traders looking to express a bullish view may prefer a leveraged position rather than the stock itself.

$GOOG One of the more interesting developments at Alphabet right now isn't another AI model. It's the push to bring Gemini into people's homes. Google appears to be preparing a new Gemini-powered Home Speaker, extending its AI strategy beyond software and into hardware. More than 3.5 million users reportedly participated in the Gemini for Home early access program, giving Google a massive testing ground for its next generation of smart home products. The bigger picture is that Gemini is gradually evolving from a chatbot into an everyday assistant, controlling devices, managing tasks, and becoming the central interface for the smart home. After a significant pullback from the highs and the market digesting the company's massive AI investment plans, Alphabet found support around the $350 area — which also coincides with the former February 2026 highs. For me, Alphabet remains one of the highest-quality core holdings in tech and AI. From a trading perspective, the recent rebound makes the setup interesting as well. With a stop just below the $350 support zone, the risk-reward profile for a swing trade looks increasingly attractive.

$ASML remains one of the most interesting AI infrastructure plays in Europe. Lately, Bank of America reiterated its Buy rating and Top Pick status, arguing that investors may still be underestimating the company's earnings power over the coming years. What's particularly interesting is that BofA expects average selling prices for ASML's systems to keep rising, while EUV deliveries are projected to increase from around 85 units in 2027 to roughly 97 by 2028. The broader thesis is simple: more tools, higher prices, and stronger operating leverage. If that plays out, ASML's margins could ultimately expand more than the market currently expects. That said, it's worth remembering that the stock is already up more than 60% in 2026. But historically, ASML has rarely moved in a straight line. For new positions, stronger pullbacks have often provided far more attractive entry opportunities.

$INTC Funny how quickly things can change in the stock market. A few years ago, Intel was widely viewed as a value trap. Today, it's one of the strongest-performing semiconductor stocks. The latest catalyst came from Bank of America, which upgraded $INTC from Underperform all the way to Buy while raising its price target from $96 to $135. What's interesting is the reasoning. BofA now expects the server CPU market to exceed $170 billion by 2030, up from a previous estimate of $125 billion, driven in part by the rise of agentic AI systems. The bank also highlighted growing confidence in Intel's ability to address industry bottlenecks around advanced manufacturing and packaging.

Prediction markets remain one of the clearest product-market-fit stories in crypto. While much of the industry is still searching for mainstream use cases, platforms like @Polymarket continue expanding functionality and attracting real user activity. The latest example: combinatorial positions, allowing users to bundle multiple predictions into a single bet. It may sound like a small feature, but it's another step toward making prediction markets more flexible, more expressive and ultimately more useful.

Interesting divergence developing between $NKE and @adidas . Both stocks struggled over the past year, but since March the paths have started separating quite noticeably. Adidas has shown clear relative strength, building what increasingly looks like a larger bottoming structure. Nike, meanwhile, continues to trade near its lows. RBC highlighted the divergence this week as well: The firm downgraded Nike from Outperform to Sector Perform and cut its price target from $70 to $50, citing a slower-than-expected turnaround. At the same time, RBC upgraded Adidas to Outperform and raised its price target from €170 to €210, pointing to stronger earnings visibility and an attractive valuation. For now, the market seems to agree...

One of my trading strategies is heavily momentum-driven. The challenge? Momentum strategies don't work in every market environment. Right now, patience is the better trade. Recently, the Nasdaq 100 broke below both the EMA10 and EMA20, followed by a failed retest of those moving averages. Buyers couldn't reclaim the level, the index sold off further and we now have a bearish EMA cross as an additional warning sign. The environment has become much less favorable for momentum traders. After the massive rally earlier this year, there is still plenty of downside if risk sentiment continues to deteriorate. One of the hardest lessons in trading is that you don't need to participate every day. Sometimes the highest-probability trade is simply waiting for conditions that fit your strategy instead of forcing setups that aren't there.

$AMZN One of the most underrated growth drivers at Amazon is robotics. While investors focus on AI models, cloud computing, and advertising, Amazon is quietly building what could become one of the largest AI-powered logistics networks in the world. The company is rolling out systems like Proteus, Amazon's autonomous warehouse robot, alongside DeepFleet, an AI platform designed to coordinate and optimize the movement of robots across fulfillment centers. Every second saved inside a warehouse translates directly into lower fulfillment costs, faster delivery times, and potentially higher operating margins. What's particularly interesting is that DeepFleet improves as it processes more data. The more robots Amazon deploys, the smarter the system becomes. Management believes this will unlock deeper efficiencies, allow more products to be stored closer to customers, and further improve delivery speed. This is exactly the type of flywheel Amazon has mastered for decades. The key question now is whether these investments start showing up in the numbers. If automation can reduce unit costs while volumes continue growing, margins could expand much faster than many investors currently expect. Robotics may end up driving the next wave of operating leverage.

zcash:native So far, not panic selling into the crash looks like the right decision. Strong rebound until now. What impressed me most wasn't the price action, but the response from the team. The vulnerability was addressed quickly, communication remained transparent, and now the Ironwood upgrade is moving forward as planned. To me, this is a good reminder that crises can sometimes strengthen a project rather than break it. So far, the Zcash developers have delivered. Still bullish on zcash:native.

bitcoin:native Percent Supply in Profit measures the percentage of all BTC currently sitting on unrealized gains. When the metric approaches 50%, it means roughly half of all holders are underwater — something that has historically occurred during the later stages of bear markets and periods of maximum pessimism. We're now back near levels last seen in the summer of 2022. Back then, Bitcoin hadn't quite reached its final bear market low yet, but it was ultimately approximately 10% away. While history never repeats perfectly, it suggests that long-term accumulation opportunities may start emerging around these levels. That doesn't mean the bear market is over. In fact, historically, bear markets can drag on for several more months even after these signals appear.

Update on the $OHB setup I discussed last week. It never quite dipped into my preferred accumulation zone around €300-320 and instead turned higher beforehand. With the SpaceX IPO expected on Friday, the entire space sector remains worth watching this week. For investors looking to position for continued strength in the theme, OHB could still be interesting here. The stock successfully held its 50-day moving average on a closing basis on Friday and is showing the first signs of renewed strength today.

Well… this one definitely didn’t age well. A few days after this zcash:native post, the market got hit by news surrounding a critical vulnerability and ZEC promptly lost roughly 50% of its value. And honestly, that’s part of crypto. These are exactly the kinds of risks that can’t be predicted in advance. High upside potential often comes with very real downside risk. Am I selling here? No. Not because I know what happens next, but because I still see a highly competent development team. I still have some paper gains left in the position and for now I’m willing to let the thesis play out.

$OHB – German space stock worth watching? After the recent hype phase, OHB is moving back into a more interesting area. The stock has seen significant selling pressure lately and remains heavily tied to sentiment across the broader space sector, including how investors ultimately react to thel SpaceX IPO. One factor that makes OHB particularly volatile is its low free float. Flows into space-themed ETFs can have an outsized impact on the share price, both on the way up and on the way down. The stock recently lost both the EMA10 and EMA20, suggesting that short-term momentum has shifted in favor of the bears. From a technical perspective, a pullback into the €300–320 range would be far more interesting. That area marks a key support zone and also aligns with the 61.8% Fibonacci retracement of the long-term uptrend.

bitcoin:native lost more than 15% over the past week. zcash:native meanwhile, is still up around 10% despite today's sharp pullback. That kind of relative strength is hard to ignore. While much of the crypto market remains stuck in a bear market and continues to make lower highs, ZEC has increasingly decoupled from Bitcoin's price action and has been one of the strongest performers in the sector. I continue to believe the odds are good that Zcash trades above $1,000 within the next few months.

ethereum:native Smart money or a hopeless bet? Ethereum is down another 12% this week, has slipped below $1,800, and remains one of the weakest major crypto assets of 2026. While equity indices continue pushing toward fresh highs, ETH is still down roughly 40% year-to-date and more than 65% below its all-time high. Yet some investors continue to double down. Data from @coinglass_com shows that companies pursuing an Ethereum treasury strategy have largely continued to accumulate or at least hold their positions. There has been no meaningful wave of treasury selling despite the prolonged underperformance. Admittedly, much of that trend is driven by Bitmine, but the broader picture remains noteworthy. At the same time, Ethereum's staking ratio continues to climb. Nearly one-third of the entire ETH supply is now staked, removing a growing amount of coins from liquid circulation and highlighting continued long-term conviction among holders despite the weak price action. The market is clearly voting against Ethereum right now. The chart remains in a confirmed downtrend, momentum is weak, and relative performance has been disappointing. Still, the contrast is interesting: price keeps falling while long-term holders, stakers, and treasury companies stays bullish. One side is making a very expensive mistake. Time will tell...

Setup watch $RGTI Quantum stocks have started to catch a bid again, and from a technical perspective $RGTI looks particularly interesting right now. The company recently announced a Letter of Intent (LOI) with the U.S. Department of Commerce that could provide up to $100 million over the next three years to accelerate quantum computing R&D efforts. After breaking above both the EMA10 and EMA20 with two bullish gap-ups, the stock has spent roughly the last week consolidating those gains. The key area I'm watching sits around $27.80-28.00. A breakout above the recent consolidation range would mark a fresh 6-month high and could open the door for the next momentum leg higher. A tighter stop could be placed around $26, while traders looking to give the setup more room could use the EMA10 as a dynamic risk reference. If momentum returns, there's a lot of potential until the next resistance level.

Long-Trade $ASTS After the bullish reclaim of the EMA10, I used yesterday's first strong trading hour to initiate a long position in $ASTS. The initial target remains the recent swing highs, which would imply roughly 20% upside from my entry. However, if momentum continues to accelerate, I'd rather work with a trailing stop than a fixed profit target. Yesterday was another strong session and the position is already up more than 5%. From a risk management perspective, I could theoretically move the stop to breakeven here. For now, though, I'm giving the trade some room and continue using the EMA10 as my key reference level.

bitcoin:native remains under pressure in the short term. The recent breakdown confirmed the downtrend and generated additional bearish signals. Momentum is clearly with the sellers for now. That said, the liquidation heat map shows a large amount of liquidity below the market has already been swept, while significant liquidity clusters remain above current price levels. In particular, the $75,000 area stands out as a major liquidity magnet. Of course, that doesn't mean Bitcoin has to rally there immediately. But it's worth keeping these levels in mind. Historically, price tends to seek out large pockets of liquidity sooner or later.