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- Momentum Monday - The Indexes Are Making All-Time Highs...Enjoy The Run While It Lasts
Momentum Monday - The Indexes Are Making All-Time Highs...Enjoy The Run While It Lasts
Howard Lindzon
June 30, 2025
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Good morning…
Momentum is everywhere, so let’s start where it is not…small caps and homebuilders.
Maybe they play catch up, but for now, there are so many setups to choose from.
Ivanhoff and I walk through the markets pointing out some of the areas that may get some attention in a rotation.
Many stocks we have liked and shared here the past few months are extended to the upside from their moving averages so I would not chase.
Welcome back to Momentum Monday!
In today’s episode of Momentum Monday, Ivanhoff and I discuss the following:
Momentum Monday: New All-Time Highs
The AI Supercycle and Its Key Players
The Role of SMR in Global Nuclear Projects
The Rise of IPOs and Crypto Integration
Investment Opportunities in Southeast Asia with Grab
Navigating Market Sector Rotations
In This Episode, We Cover:
Here are Ivanhoff’s thoughts:
The conflict in Iran ended faster than anyone could imagine. This bolstered stocks around the world. Crude oil and gold pulled back. The Nasdaq 100 hit new all-time highs.
AI-related stocks remain the leading group. Micron (MU) reported better than expected quarter and gave bullish guidance tied to AI-chip demand. This helped the entire semiconductor sector. We saw strong moves in AMD, NVDA, ARM, etc.
Even Nike rallied despite missing estimates and warning that tariffs could cost them $1Bn. Going up on bad news is the quintessential bullish sign as it reflects that the worst might already have been reflected.
The market has priced in a trade deal with China and the EU. This doesn’t mean that we won’t see a rally in Chinese stocks once one is actually signed. Any negative surprise on the deal front can lead to a quick shake-out in most stocks. Pullbacks to 20 and even 50-day moving averages are normal in a bull market.
The market is open three and a half days next week. It is closed early on July 3rd, and it is closed on July 4th.
And here are the charts discussed:
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