M
Momentum Trader
Jun 30, 2026 · bullish
Semiconductors (https://www.cnbc.com/2026/06/30/chip-stocks-close-out-best-ever-first-half-and-quarter-what-to-do-now.html), and (https://www.cnbc.com/2026/06/30/trump-trillion-dollar-defense-budget-missile-contracts.html) — but here's the catch: you're seeing two completely different momentum plays collide.

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