📌 X Actualización de Perspectivas[x_fin] (2026/07/09 00:39)

Original viewpoints summary

Market breadth looks ugly. The read is not a clean risk-on tape; participation is weak, so rallies need confirmation before chasing. 1
$SPY $QQQ $IWM $DIA point to the lows being made today. Key condition: today’s lows must hold. If they do, the week’s bottom should be in after FOMC minutes and the 10yr note clear. 2

Semis are losing technical structure: $SNDK, $STX, $WDC, $INTC, $NVDA, $SOXX, $SMH are all under the 50dma. $MU is still above the 50dma, which marks it as the relative-strength holdout in a weak group. 3
Memory may be close to another buy zone. The setup is to wait for long-side capitulation before stepping in; no need to front-run the flush. #sk hynix $dram. 4
$NVDA has a tactical path back toward the $200 area. Next trigger is a move and hold over 203.77, then a push into the overhead gap. Long-term runners can still be left to work. 5
$INTC is near $104 and approaching the $100 major / psychological support, also prior lows before a bounce. That zone could set up a bounce trade. 6

$ORCL still has no confirmed reversal. Better to keep it on watch rather than force the trade before the chart flips. 7
$AVGO printed a daily gap and go candle. The $AAPL announcement is acting as the catalyst, so momentum is being driven by both chart structure and news flow. 8

Inflation-adjusted silver remains deeply underwater: still 71% below its 1980 peak. Key levels: 1980 peak: $213, 2011 peak: $73, 2026 peak: $122, Now: $57.4. That makes silver look like a structurally poor long-term compounder, despite periodic spikes. 9

7月7日 confirmed commercial vessel transits through the Hormuz Strait reached 41, up from 36 the prior day. But if U.S.-Iran conflict flares again, flow through Hormuz is expected to drop. 10

The technicals-versus-fundamentals debate is a false split. Best trades usually need both: fundamentals decide what to own; technicals decide when to own it. A great company with a broken chart can remain dead money for a long time. 11