andwagon effect～1

$BitMine Immersion Tech(BMNR.US) In a risk-on environment post-Fed, this could fly. In a risk-off selloff, it'll get crushed

$Coinbase(COIN.US)  technicals: trading around $165 after surging 16% post-earnings on buyback news . 52-week range $141-$444. RSI around 50. Holding above $160 support. Next resistance $180. 📊

CRWV volatility is wild today. CoreWeave still trades like a pure AI sentiment proxy. When AI stocks run, this flies. When they cool, downside comes fast.

Bought gold because of geopolitical risk. Then sold it when the ceasefire framework came out. Now Iran says there's no deal. My gold trade has more plot twists than a Netflix series 🤡

i stopped trading around nvidia events ages ago. just hold the core position and let the AI story play out over years not earnings calls. wednesday will be loud and i will be asleep SGT time anyway

honestly INTC dropping 8 with no headline is just beta. when the sector sells off the higher risk names fall the most. not touching it

$Taiwan Semiconductor(TSM.US) gain how about $ASML(ASML.US)？ will it bring ASML fly together？

$Unitedhealth(UNH.US) Healthcare demand is inelastic. A good hedge against economic uncertainty, though regulatory changes are always a risk

$Trump Media & Tech(DJT.US)  has recently become a focus of discussion again, mainly due to its political cycles and high volatility, making it unlike traditional tech stocks and more like an event-driven asset

Looking at $Circle(CRCL.US)  is somewhat similar to the early stages of payment stocks in the past; everyone was speculating on the narrative first, then gradually returning to fundamentals. Its revenue structure relies heavily on interest income, making it highly sensitive to US Treasury yields. Currently, the market is simultaneously speculating on cryptocurrencies and betting on macroeconomic interest rate cuts; this contradiction is causing its price action to be particularly volatile. 🤯

$DBS(D05.SG)  launching $110M AI IPO fund exclusively for wealth clients is smart. Gives retail investors access to pre-IPO AI names usually reserved for institutions. CEO Tan Su Shan says capital flows returning to Asia - this is how they capture it. 

Oil up 5.5% on Middle East supply fears. Even after Trump's "one week deal" comments caused a partial pullback, crude still closed significantly higher. Until a deal actually lands and Iranian barrels actually flow, I am staying long energy 🛢️