Swami Weekly Wrap: June 15, 2026 [Counter-trend moves within larger trends that continue to hold]
Counter Trend Moves
Hi Swami Subs,
Houston, we have lift-off. While it’s too early for a formal signal on SPCX (SpaceX), we do find it interesting — though not surprising — that THE MACHINE has identified MS (Morgan Stanley), which acted as Stabilization Agent on the IPO, as a top signal for the third week in a row.
But this is not a pure growth-chase setup. SAE is leaning more balanced heading into next week, with healthcare exposure standing out: XLV, JNJ, and LLY all make the lineup, while AMAT remains in the portfolio after advancing more than 25% last week.