Micron earnings, EUV bottleneck, and NASDAQ valuation is fair

0:00 - 7:40 July Live sessions 7:41 - 18:59 Economic data 19:00 - 43:51 Micron Earnings 43:52 - 51:11 WIP Inventory and EUV bottleneck 51:12 - 1:07:46 Memory market sustainability 1:07:47 - 1:11:49 NASDAQ 100 valuation 1:11:50 - 1:15:09 World market valuations 1:15:10 - 1:22:59 SPY and earnings PDF repository/July Live Sessions: https://7584408165302.gumroad.com/ Link to CFA subscription: https://www.markmeldrum.com Link to Applied Level Subscription: https://www.markmeldrum.com/subscript... Every 2 weeks, I highlight a company in a new or emerging market segment, or a stock that is newsworthy. I develop an AI 40-prompt infographic for each highlighted company. If you want this e-mailed to you the day before the Market Outlook is released, click here: https://drmarkmeldrum.substack.com/ Below are links to data sources I use or will use in the Market Outlook Major Foreign holders of UST: https://ticdata.treasury.gov/resource... Realtor.com: https://www.realtor.com/research/nove... Economic calendar: https://tradingeconomics.com/calendar This Week in Earnings: https://lipperalpha.refinitiv.com/wp-... Money Market flows: https://www.ici.org/research/stats/mmf Fed Balance Sheet: https://www.federalreserve.gov/moneta... SIFMA: https://www.sifma.org/resources/resea... Freddie Mortgage Rates: https://www.freddiemac.com/pmms Treasury: https://home.treasury.gov/resource-ce... SOMA https://www.newyorkfed.org/markets/so... EFFR https://www.newyorkfed.org/markets/re... Reverse Repo https://www.newyorkfed.org/markets/de... FedWatch Tool: https://www.cmegroup.com/markets/inte... STIR analytics https://www.cmegroup.com/tools-inform... Forward Curves: https://www.chathamfinancial.com/tech...