The Bonds Market Is Starting to Freak Out. Semiconductor stocks are barely holding onto the Leopold level and 200DMA. And a new number 1 transaction. That and more in today's special weekend edition: 👇👇👇

How Is This Close Not Trending Today?

WOW... CCC Junk Bonds Have No Chill.

Well, this is quite the turnaround. Chinese equities have staged an enormous reversal after an extraordinary 11-week stretch of selling. And it's not just China. We're seeing some interesting snapbacks across Korea, Singapore and the broader Asian markets around these levels. Markets have a funny way of producing their biggest rallies when sentiment has been beaten into the ground. Whether this is simply a relief rally or something more durable is where things get interesting.

Crazy Semiconductor Volumes... Tech Stocks Crashing? What is happening to markets? 👇👇👇

Over 50% of the SP500 was actually up Today. But not the $MAGS .

Well, this is quite something. French 10-year government bond yields have moved above their US counterparts for the first time in more than a decade. That's not a comparison you see every day. There are obviously differences in inflation, monetary policy and currency, but it's the changing price of sovereign risk that makes this particularly interesting. Worth paying attention to what's happening in European bonds.

Well, this is getting interesting. First, we had that extraordinary spike in $SOXL trading volume earlier in the week. Now $SOXX has reportedly recorded its second-largest net flow transaction ever. That's an awful lot of activity showing up in semiconductors in a very short space of time. I'm curious what the next few sessions reveal.

Apparently, nobody wants to be neutral anymore. The latest AAII sentiment survey shows bearishness picking up again, while neutral sentiment remains unusually low compared with its historical average. Investors seem increasingly comfortable taking a side, even with so much uncertainty around. Which raises an interesting question. Are you bullish, bearish, or one of the few still sitting on the fence?

There's a rather important level coming into view for $QQQ. $700. That's where the largest put wall sits, with a considerable amount of options exposure tied to upcoming expirations. The last time we were here, buyers showed up. Whether they do so again is another matter entirely.

What happens when the AI boom runs into the real world? Australia's NextDC just plunged more than 40% over electricity infrastructure delays, while Meta is preparing to spend up to $145 BILLION on capital expenditure this year. Meanwhile, Tesla's cash flow is under pressure, and French government bond yields have briefly touched 5%, raising fresh questions about borrowing costs. In today's video, we connect the Price Action, Data and Flows behind these moves. Patience. React, don't predict.

Nobody said $110 a barrel would be easy for the bulls. DOJI Candles Everywhere...