Buy in June and Go Away

Rigatoni Capital Podcast · Jun 25, 2026 · 26m

Micron reported last night and the stock is swinging hard, which is exactly the kind of summer volatility that gets friends and family texting me asking what to do. My answer this year is simple: buy in June and go away. I bought the QQQ at $687 during the early June flush down and I am not making any more moves. This morning I talk about why the Nasdaq 100 is now my largest holding and why, at age 42, I would rather buy the QQQ on a pullback than try to pick individual Mag 7 winners that keep underperforming the index. I also give my honest take on the Bitcoin selloff, why it is down over…