Summary
The newsletter is a preview of a brain dump about a highly volatile Friday in markets, listing numerous catalysts (Broadcom, Marvell, memory chatter, Korea panic, Trump comment, Google/Meta funding, SpaceX IPO, rates ripping) but does not yet present any specific argument or trade thesis. The author promises to call out well-positioned stocks and share charts later, but that content is not included in the provided text.
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•Friday June 6, 2026 saw one of the 'gnarlier moves' with few safe areas, especially for high beta AI names.
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•Catalysts included Broadcom and Marvell commentary, SemiAnalysis memory chatter, Korea panic, Trump commenting on markets, Google and Meta funding concerns, SpaceX IPO prep, and rates spiking.
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•The author frames the post as a brain dump and intends to identify stocks positioned well when the tape clears, plus share charts of companies under consideration.