Macro-led selloff hits tech while VIX and RSP show resilience
- The current market drawdown looks macro-driven, not just a capex / ROI scare. The key setup is a “three-layer macro pressure” regime, with oil prices framed as the core driver. Risk appetite is being repriced from the top down. 1
📌 X Insight Update[x_fin] (2026/06/26 21:37)
- $AMZN raising GPU instance prices by 20% next month is a clean read-through: AI compute scarcity is turning into pricing power across the stack. $NVDA keeps the silicon margin, $MU benefits from HBM/DRAM pricing, and AWS captures the instance markup. [1](https://x.
📌 X Insight Update[x_fin] (2026/06/26 02:37)
- $SPX looks close to a July-cycle bottom. A possible flush to 7255 is still on deck, but the risk/reward is shifting toward building the July trade rather than chasing downside. 1
- $SPX has been red for 4 straight days.