I think the market is too optimistic about the Iran war. The fact is 20% of the oil is missing form the system for 2 months. How is this not making an impact to the investment world? INFLATION!!!
AI is back, chips back in play. The Iran war has long been forgotten. Time to long Korean, Taiwan and China ETF!
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 impressed by Elon Musk’s cost cutting, efficiency-driven approach across his companies that translate to excellent report card.
I see Tesla’s strong Q1 earnings as partly supported by geopolitical...
1. Diplomatic breakthrough unlikely. Oil downsize risk is small, upsize risk moderate.
2. Short term bullish but margin pressure will return.
3. Sustain for now, but pullback.
About the Iran-US issue: Trump's just throwing a lot of lies and hyperbole here and there to muddle the truth about the hole he dug for himself (and to which, he is dragging the world into). But for n...
Tesla’s Q1 definitely gives the AI/auto story more fuel, but I don’t think margin pressure is gone yet. Positive FCF and an EPS beat are strong, but the revenue miss and Musk warning that capex will s...
Investors are prioritizing strong corporate fundamentals and AI-driven growth over short-term geopolitical noise. Think the conflict will remain contained.
Lol. The middle east standoff is like a high school drama. One side saying one thing and the other saying another. My take is the US is trying to scare Iran into submission but at the same time does n...
Trump said US-Iran negotiations might resume "on Friday or within 1.5-3 days" — but Iran called it "another lie". The ceasefire agreement expires on April 26.
Everyone knows Trump's style; the impossib...