Brief Archive
Browse previous market briefs by date and review key themes, risks, and data points from each trading day.
2026-06-29
AI memory is still the main hardware theme, but the trade now needs second confirmation.2026-06-29 GateAffiliate daily market brief covering MU memory rotation, TSM Taiwan repair, TraderXYZ flows, DRAM, SNDK, PCE pressure, BTC/E
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2026-06-01
AI hardware is still strong, but the trade has shifted from chasing to managing.2026-06-01 GateAffiliate daily market brief covering TSM Taiwan confirmation, MU profit protection near 20%, NVDA rotation, AI capex, BTC/ET
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2026-05-30
AI semis are still in trend, but the winners now need tighter rules.2026-05-30 GateAffiliate daily market brief covering MU profit protection, TSM core support, NVDA rotation, AI capex, BTC/ETH weekend sentim
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2026-05-29
AI semis are still in trend, but high-level dispersion is now the main event.2026-05-29 GateAffiliate daily market brief covering TSM, MU, NVDA, AI semiconductor dispersion, HYPE strength, BTC/ETH sentiment, funding a
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2026-05-28
AI semis are not ending, but the market is buying certainty, not everything.2026-05-28 GateAffiliate daily market brief covering TSM, MU, NVDA, AI semiconductor rotation, BTC and ETH risk sentiment, funding, OI and H
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2026-05-27
AI semiconductors were confirmed, but leadership is broadening beyond NVDA.2026-05-27 GateAffiliate daily market brief covering AI semiconductor rotation, TSM, MU, NVDA, HL stock perps, BTC sentiment, funding and op
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2026-05-26
AI semiconductors are not broken, but the trade is moving into high-level confirmation.2026-05-26 GateAffiliate daily market brief covering BTC funding, open interest, HL stock perps, TSM/NVDA/MU, AI semiconductors and risk sen
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2026-05-25
TSM leads the AI semiconductor repair while U.S. markets are closed.2026-05-25 GateAffiliate daily market brief covering HYPE news, BTC funding, open interest, HL perps, AI risk appetite and daily trading sen
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2026-05-23
NVIDIA validates AI demand, but the market is no longer paying for growth at any price.2026-05-23 GateAffiliate daily market brief covering HYPE news, BTC funding, open interest, HL perps, AI risk appetite and daily trading sen
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2026-05-22
High-level range trading, with opportunities hiding in market structure.2026-05-22 GateAffiliate daily market brief covering HYPE news, BTC funding, open interest, HL perps, AI risk appetite and daily trading sen
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2026-05-21
Repair rally, but hawkish policy tail risk.2026-05-21 GateAffiliate daily market brief covering HYPE news, BTC funding, open interest, HL perps, AI risk appetite and daily trading sen
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