June 3, 2026

NVIDIA’S CEO ACCELERATES SEMI MANIA, EXTRAORDINARY SPACEX CONFIDENCE, TARIFFS ARE BACK

By Nigam Arora

To gain an edge, this is what you need to know today.

Raise Hedges

There is an old saying about closing the barn door after the horses have bolted.  Most investors react only after the horses have bolted, but prudent investors proactively start closing the barn door when the horses are still inside the barn.  Right now, the horses are perfectly content inside the barn, but the risk of the horses bolting is significantly rising.  At the same time, hedges, especially at the index level, are very cheap for those using options.  Please read the Morning Capsule from June 1 titled “THREE MANIAS CAN DRIVE STOCKS HIGHER BUT CORRECTION RISK INCREASING – ARORA PROTECTION BAND IS THE ANSWER.”… Please click here or the title below to read more.

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