MM is bullish YETI US, particularly so below US$40

01/02/2023

MM is bullish YETI US, particularly so below US$40

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Morning report 29/06/2026

Macro Monday: Could the AI Trade be the next Gold & Bitcoin?

Last week saw a sharp reversal across the high-flying semiconductor stocks, many of which had surged around fourfold over the past 12 months. We have already seen in Bitcoin and gold over the past year that crowded enthusiasm can unwind quickly when the mood shifts. Even SpaceX (NASDAQ: SPCX) closed more than 30% below its post-IPO high on Friday.

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