StableStock 🐳(@StableStock):The semiconductor narrative is front and center this week. Monday's Nasdaq 100 and S&P 500 rebalance puts passive flows behind $MRVL $ALAB $CRWV $NBIS. SK Hynix ADR approval could come any day — HBM sentiment gets a fresh catalyst. OpenAI's GPT-5.6 is rumoured to drop mid-week, keeping the AI application trade alive. Thursday, $MU reports after the bell — the clearest read yet on whether the memory cycle recovery is real. Friday, Nvidia's AGM puts Blackwell ramp progress and capital return plans in the spotlight.

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StableStock 🐳@StableStock

2026.06.22 04:38

The semiconductor narrative is front and center this week. Monday's Nasdaq 100 and S&P 500 rebalance puts passive flows behind $MRVL $ALAB $CRWV $NBIS. SK Hynix ADR approval could come any day — HBM sentiment gets a fresh catalyst. OpenAI's GPT-5.6 is rumoured to drop mid-week, keeping the AI application trade alive. Thursday, $MU reports after the bell — the clearest read yet on whether the memory cycle recovery is real. Friday, Nvidia's AGM puts Blackwell ramp progress and capital return plans in the spotlight.