degentrading: $165 billions worth of US stocks are expected to be sold; optimistic about computing and memory pooling

AiCoin2026/06/29 11:58

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Analyst degentrading stated that the South Korean government supports the investment plans of Samsung and SK hynix, driving a rebound in the South Korean stock market. In the US stock market, major institutional quarter-end portfolio adjustments will result in $165 billion worth of stock being sold. degentrading is optimistic about stocks related to computing and memory pooling concepts, with NBIS as the leader in the computing sector, SHAZ as an emerging player, and memory pooling-related stocks including ALAB, CRDO, PENG, and MRVL.

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According to data from the US Department of the Treasury, in the 12 months ending July this year, overseas investors made net purchases of US stocks totaling $942 billion, marking the highest rolling 12-month total since records began in 1985. The net purchases in the second quarter alone reached $426 billion, setting a new single-quarter record. Meanwhile, overseas demand for US Treasuries has noticeably cooled, with purchase volumes falling significantly. As a result, the US is facing higher costs in government debt financing.

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