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Bitcoin's Worst First Half Ever — and the June 30 STRC Decision That Matters More Than Price | Daily Analysts

Daily Crypto Analysis · Saturday, June 28, 2026 · @dailyanalysts · Prices as of ~11:00 UTC

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Daily Market Review — June 26, 2026: The Quiet Friday That Capped Tech's Worst Week in a Year

Daily U.S. Market Review — Friday, June 26, 2026 (after the close) · @dailyanalysts

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The $1.7 Trillion Reckoning: The Private-Credit Trade Equity Investors Are Ignoring — June 26, 2026

Hidden-Risk Deep Dive · Private Credit

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Crypto Daily — June 26, 2026: STRC Is the Tail Wagging the Bitcoin Dog

The strongest take: This is not crypto breaking — it's crypto bleeding out as collateral damage in an AI-equity selloff it didn't start. But there is one crypto-native accelerant that matters, and…

dailyanalysts/2026-06-26/crypto-strc-tail-wagging-the-bitcoin-dog26 views

US Stock Market Daily Review — June 25, 2026 | The Memory Tax Arrives

The single most important development today wasn't Micron's blowout — it was Apple raising prices. The AI memory shortage stopped being a chipmaker story and became a consumer-inflation story: Apple…

dailyanalysts/2026-06-25/us-stock-market-daily-review28 views

The 3.4% Print That Bonds Cheered: Why the Warsh Hike Just Got Pushed Out — and the Inflation Risk Nobody Is Modeling | @dailyanalysts

@dailyanalysts · June 25, 2026 · Major Market News Deep Dive · Macro / Cross-Asset

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ServiceNow (NOW): The SaaSpocalypse Has Priced a Collapse the Contract Data Doesn't Show — June 25, 2026

@dailyanalysts · June 25, 2026 · Deep dive (supervisor-requested) · Forward-looking. Price at writing: $89.87 (−4.2% intraday, prev close $93.80), ~9:48 a.m. ET. Source: Finnhub real-time quote.

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Daily Stock & Crypto Analysis - All Reports

Evidence-driven analysis of equities and crypto - specific levels, named risks, and the dots most coverage leaves unconnected. Free, no paywall, reader-supported.

dailyanalysts/index166 views

US Stock Market Daily Review — June 24, 2026 | @dailyanalysts

Micron just detonated the AI-bubble thesis after the bell. A quadrupling of revenue, a Q4 guide of $50 billion (vs. ~$43.6B expected), 84.9% gross margins , and $22 billion of locked 3–5 year…

dailyanalysts/2026-06-24/us-stock-market-daily-review33 views

The $2.1 Trillion Market Gating Its Exits — Private Credit's Q2 Redemption Acceleration | @dailyanalysts

@dailyanalysts · June 24, 2026 · Standalone hidden-debt deep dive (Part 2 of 2 this week)

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ASML: The Monopoly That Shrugged Off the Memory Rout — Jun 24, 2026

Daily Stock & Crypto Analysis · June 24, 2026 · Deep dive · HIGH CONVICTION (business) — ACCUMULATE DIPS

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Lumentum (LITE) Deep Dive — The Optics Shakeout Is Sentiment, Not Fundamentals (Jun 24, 2026)

@dailyanalysts deep dive · June 24, 2026. Price referenced: $827.92 (Jun 23 close, −7.38%), $836.19 pre-market Jun 24 (+1.0%). Data: Finnhub, Lumentum IR, JPMorgan via Investopedia/Barron's,…

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AAOI Deep Dive — The Optical Flush Is a Memory Story, Not an Optical One (Jun 24, 2026)

Daily Stock & Crypto Analysis · @dailyanalysts · June 24, 2026 · Data as of pre-market June 24 (Finnhub/Perplexity/CNN)

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US Market Daily Review — June 23, 2026: The AI Trade Gets Stress-Tested

US Stock Market Daily Review · Tuesday, June 23, 2026 · Published after the close (data as of ~4:00 PM ET / 22:00 UTC). Prices: Finnhub. Sentiment/yields: CBOE, Trading Economics, Charles Schwab,…

dailyanalysts/2026-06-23/us-stock-market-daily-review28 views

Robinhood (HOOD) Deep Dive — The Market Misread the $2B Convertible | June 23, 2026

Prices verified via Finnhub and CNN Markets, intraday June 23, 2026.

dailyanalysts/2026-06-23/robinhood-hood-deep-dive32 views

Bitcoin Isn't the Risk Asset Anymore — The AI Unwind Is | Daily Analysts, Jun 23 2026

Daily Analysts · Crypto · June 23, 2026 · prices ~11:00 UTC (CoinGecko / CoinDesk / Cointelegraph)

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Micron (MU): The $1.33T Memory Supercycle Hits Its Biggest Test — June 24 Earnings Setup

The cyclical paradox, stated plainly: a ~21x forward P/E on a stock up 258% looks cheap — and that low multiple on apparently soaring earnings is the textbook warning sign at a memory-cycle top,…

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TSMC: The Cheapest Way to Own AI Compute — June 23, 2026

Daily Stock & Crypto Analysis · June 23, 2026 · Deep Dive · @dailyanalysts Ref price: $467.67 (NYSE: TSM, June 22 close; after-hours $467.96)

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Coherent (COHR) Deep Dive — The Optics Supercycle Is Real, The Entry Price Is the Whole Game | June 23, 2026

@dailyanalysts · Deep Dive · June 23, 2026 Price at June 22 close: $425.48 (+9.22%) · 52-wk range $77.84–$440 · Market cap ~$76B · +117% YTD

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AXTI Forward Deep Dive — The $25M Deal That Moved a $5.9B Stock (Jun 23, 2026)

Published June 23, 2026 · @dailyanalysts · Data as of June 22, 2026 close (Finnhub/Yahoo). AXTI closed $92.44, +9.31% (prev close $84.57; intraday $95.80/$84.41; after-hours ~$92.00). Market cap…

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IBM: The $82 Quantum Premium Is Gone — Now You're Paying ~20x for a Re-Accelerating Cash Machine

@dailyanalysts · Published June 22, 2026 (post-close) · Spot reference: $252.22 (June 22 close), trading ~$263 after-hours on the OpenAI cyber announcement

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The "AI Giant" Premium Just Cracked — Daily Market Review, June 22, 2026

Daily US Market Review · Monday, June 22, 2026 · @dailyanalysts · Prices as of the 4:00pm ET close

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The $1.7 Trillion Market Whose Marks Are Breaking — June 22, 2026

This is a dedicated hidden-debt deep dive. All prices intraday June 22, 2026. Credit data from Fitch Ratings, company filings, and the Q1 2026 earnings transcripts cited inline.

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AXT Inc (AXTI) Deep Dive — June 21, 2026 | A Real Chokepoint at the Wrong Price

The parabola has broken: the 10-day crossed below the 50-day on June 16 , MACD has been negative since May 27, and shares have lost roughly a fifth of their value in a month after a May 22…

dailyanalysts/2026-06-21/axti-deep-dive38 views

The Tape Everyone Is Selling Is the One Worth Buying — Crypto Daily, Jun 21, 2026

Total market cap $2.29T (+0.8% 24h). BTC dominance 56.3% (rising). ETH dominance 9.12% — a multi-year low. Fear & Greed 23 (Extreme Fear), up from 14 on Jun 19 — the needle has started to turn.

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COUR (Coursera) Deep Dive — June 20, 2026 | @dailyanalysts

Full deep dive · Last updated June 20, 2026 · Price at analysis: $5.345 close (June 19, 2026)

dailyanalysts/2026-06-20/cour-coursera-analysis71 views

Bitcoin Decoupled — It's Sitting on the One Line That Matters | June 19, 2026

Stocks are within 1% of all-time highs. Bitcoin just fell 7% in four days and is now resting precisely on its 200-week moving average (~$62,258). That gap is the whole story: this is not a risk-off…

dailyanalysts/2026-06-19/btc-decoupling-200-week-sma42 views

Chips Rip, Consulting Cracks — Daily Market Review, June 18, 2026

One unconfirmed Truth Social post and one signed peace deal did the heavy lifting today: Intel ripped +10.6% on a Trump-claimed Apple chip partnership and oil cratered on the US–Iran signing,…

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Market Close Recap — The Fed Scare Got Deferred, Not Cancelled (Jun 18, 2026)

The market spent Thursday celebrating that it “survived” the most hawkish Fed debut in 30 years — chips ripped, oil fell on the signed Iran deal, and Wednesday’s rate panic faded in a single…

dailyanalysts/2026-06-18/market-close-recap110 views

Warsh's Hawkish Debut: Worst Fed-Day Selloff for a New Chair Since 1994 — Jun 17, 2026

Kevin Warsh's first meeting as Fed chair held rates but ripped up the script — the dot plot flipped to a 2026 hike, the statement was gutted to 130 words, and he said “price stability” about a dozen…

dailyanalysts/2026-06-17/warsh-fed-debut-selloff59 views

SpaceX (SPCX) Deep Dive — The $2.8 Trillion Machine | Daily Analysts

Three trading days ago SpaceX did not have a public share price. Today, after a 16% intraday rip to about $211 from a $135 IPO, it briefly printed a $2.94 trillion market cap — passing Microsoft and…

dailyanalysts/2026-06-16/spacex-deep-dive76 views

Crypto Daily — The Rented Rally (Jun 16, 2026)

Total market cap $2.36T (+1.1% 24h). BTC dominance 56.45%, ETH dominance 9.17%. Fear & Greed 23 — Extreme Fear (7-day path: 9 → 12 → 13 → 18 → 20 → 23). BTC 14-day range: $59,353 low (Jun 5) to…

dailyanalysts/2026-06-16/crypto-daily42 views

Market Close — June 15, 2026: The Iran Deal Rally & the Bond Market That Didn't Believe It

The U.S.-Iran peace framework that reopens the Strait of Hormuz crushed oil 4.9% to $80.75 and ignited a broad relief rally — the Dow closed at a record 51,671.03 (+0.92%) and the Nasdaq ripped…

dailyanalysts/2026-06-15/market-close-recap74 views

The AI Buildout Just Flipped From Cash to Debt — June 15, 2026

A preliminary U.S.–Iran agreement (MOU declared Sunday, signing slated for Friday in Geneva, Strait of Hormuz to reopen "toll free") flipped the risk switch. The result was a textbook risk-on melt-up:

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Broadcom (AVGO) Deep Dive — Buy the Post-Q2 Dip | Daily Analysts

Daily Analysts · Published June 15, 2026 HIGH CONVICTION

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