Micron's profit surge revives AI. The dollar's just getting started.

Buy Micron⚡ — Micron's 15-fold profit beat fuels the AI memory demand story; the stock is up 232% YTD but still 14% below its 52-week high, leaving room to run.

Buy Semiconductor ETF⚡ — Semiconductor ETF up 65.8% YTD, just 8% from its peak, as Micron and SK Hynix news drive sector-wide momentum.

Buy Nasdaq 100 ETF⚡ — Nasdaq 100 up 15.9% YTD and near highs; renewed AI confidence could push it to new records.

Buy Nvidia⚡ — Nvidia up 5.4% YTD, historically leveraged to AI memory demand, and the Micron beat revives its growth narrative.

Buy AMD⚡ — AMD up 132.6% YTD, another beneficiary of the AI chip cycle, though its valuation (fwd P/E 39.5) reflects high expectations.

Buy South Korea ETF⚡ — Korea, a semiconductor-heavy market, surges as Micron news lifts the sector; EWY is up 93% YTD.

Buy Taiwan ETF⚡ — Taiwan, another semiconductor hub, benefits from AI demand; EWT is up 61.7% YTD.

Buy US Dollar Index — Dollar up 3.1% YTD, breaking higher as markets price hawkish Fed; a further 6% rise to the 52-week high would confirm a strong-dollar regime.

Sell Gold — Gold down 8.1% YTD and 5.8% this week; the debasement unwind has momentum, with Bloomberg citing Warsh as the trigger.

Sell Silver — Silver down 21.2% YTD, amplifying gold's move as the speculative froth clears.

Sell Bitcoin — Bitcoin is a core debasement asset; its tumble alongside metals confirms the trade is cracking under rate expectations.

Sell Apple — Apple up only 8.1% YTD, underperforming in the Mag Seven, with the 'one decision' trade fracturing.

Sell Microsoft — Microsoft down 22.7% YTD, deeply in the red as cloud growth decelerates and AI capex questions linger.

Watch Nvidia — Nvidia is caught between the Mag Seven rotation and the Micron-fueled AI revival; watch for direction.

Buy Uber — Uber down 10.9% YTD, but the robotaxi spending spree is underappreciated and could drive a re-rating.

Watch Tesla — Tesla's robotaxi plans are still nascent; the stock is down 14.3% YTD and needs execution evidence.

Watch Alphabet — Waymo is a small part of Alphabet, which is up 9.6% YTD; watch for any spin-off or funding news.

Buy Wendy's — Wendy's skyrocketed 25.7% last session on a Reddit-driven short squeeze; 23% short interest suggests more forced buying.

Buy Arm Holdings — Arm up 213% YTD, analyst upgrades on agentic AI demand support a rebound from the weekly pullback.

Buy Take-Two — Take-Two down 6.3% YTD but GTA 6 presale news could reverse that; the stock popped 3% premarket.

Sell Cerebras — Cerebras at a 52-week low after earnings miss and margin guide-down; the AI hype has fully deflated for this name.

Sell FedEx — FedEx fell on spin-off disappointment despite an earnings beat, reversing some of its 34% YTD gain.

Buy Bank ETF — Bank ETF up 10.3% YTD, breaking to new highs on stress-test clearance; capital return catalysts are clear.

Buy JPMorgan — JPMorgan up only 2.4% YTD, cheap at 14.1x forward P/E, with buybacks now greenlit post-test.

Buy Bank of America — Bank of America up 3.2% YTD, similarly undervalued at 11.4x forward P/E, and stress-test pass removes a risk overhang.

Buy Financial ETF — Financial ETF down 2.2% YTD, cheap at 16.9x trailing, offering catch-up potential as bank-specific gains broaden.

Buy Short-duration Treasuries — SHV is essentially flat YTD, offering safety as a hideout from duration risk.

Sell Long-duration Treasuries — TLT up only 0.4% YTD, vulnerable to further downside if inflation persists and rates rise, per T. Rowe.

Sell Intermediate Treasuries — IEF down 1.4% YTD, and even intermediate duration is disfavored by T. Rowe's call.

Buy Dassault Aviation — Dassault up 5.2% YTD but 19% below its high; the legal win eases regulatory risk and could trigger a re-rating.