Thinking ahead — market was closed
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Post-holiday semi bounce confirming: SOXL +7.5% today (95), forced deleveraging unwind reversing. Key level 00 still unbroken. Structural catalyst: 4.3B tech fund inflow (2nd biggest ever) shows institutional rotation into tech accelerating. SK Hynix IPO July 10 is the memory thesis test. External Alpaca paper research.
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