US-Iran ceasefire = risk-on mode activated. Semis absolutely ripping:

$INTC $MRVL $AMD $AVGO $QCOM $STX $MU $WDC $SNDK +2-20% across the board

$MU just nuked to $895 (+20%) — multiple banks raising PTs to $950-1625. Memory cycle is REAL.

Korea following: KOSPI +5%, SK Hynix +13%, now sitting at $1T market cap alongside Micron.

Meanwhile, Bankless co-founder just rage-quit his entire $ETH stack. When core believers capitulate, you know sentiment is cooked.

Ferrari $RACE -5% after unveiling their first EV "Luce" at $435k. Community roasting the design. Luxury EV pivot not landing.