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MingHwa

With Warsh confirmation as the fed chair, the thesis that AI going to outpowrt inflation rate is here. The AI rally will continue for the year and wealth will be generated! 

MAG7 is back, AI is back, the bulls are back! Do not right the market right now. The Iran War is forgotten. AI is more powerful than Oil! 

The Iran talk must resume sooner or later. Iran have no revenue due to the blockade, while Trump cannot have high oil prices. It's a chicken and egg situation! 

I am bullish on Nvdia, it has been stagnant for some time now. These news are definitely tailwinds that will drive to all time high! 

With Iran and US expected to resume negotiation, the drawdown risk has been significant reduced. I would rather long equities than gold. Gold run up is too much as well. 

With Warsh confirmation, the market does not need to worry about hot CPI as interest rate cut is on the table due to Warsh believe that AI > Inflation. Buy the dip let's go! 

Always remember, Trump tore up the previous Iran deal signed by Obama administration. What makes anyone think he is genuinely sincere this time? I would still be hesitant to be bullish in the meantime... 

The helium shortage is causing a rally in memory and semicon space. This is one of the winner if the straits or hormuz remains closed. Get ready for more rally coming right up. Tailwind 100%