“Speed bump” (6/20, 6/28, 7/5 post for details) continues w/ the reaction to Samsung CQ2 results. Objectively spectacular but not relative to consensus. "Only" 2% rev beat (+126% y/y) & 6% op profit beat (19x y/y). Remain wary given AI related names not close to oversold.
I think the Bitcoin bump was a dead-cat bounce.
It's not hitting a new high any time soon.
There are more valuable things for individuals and institutions to own IMO.