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US 30-year yields just hit their highest since 2007. Here's how I'm repositioning across duration, mega-cap quality, financials, data centers, housing, and gold — plus the August-September catalysts that decide the next leg.
HYPE pulled back 15% from ATH to ~$62. Most are calling top, but HIP3 priority fees, HIP4 volumes, and a Coinbase-driven buyback say the setup is stronger than the chart suggests.
Magnificent Seven underperformed brutally this year while memory names ripped triple digits. But three of the seven still look mispriced to me — here's why the market may be missing their growth.