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  • 阿
    阿尔法sJun 18 at 05:12 PM

    Today's US stock market is like a multi-act drama.

    Act 1: NVIDIA crowned with $3.34 trillion market cap, surpassing Microsoft and Apple to become world's No. 1. From a graphics card maker to an AI overlord, this is probably one of the most dramatic comebacks in tech history. Act 2: SpaceX cools off. After its IPO, it once soared nearly 50%, with its market cap approaching $3 trillion, but today it plunged over 10%. The market has switched from chasing frenzy to profit-taking mode. Act 3: Geopolitical risks recede. The US-Iran peace agreement is officially signed, the Strait of Hormuz reopens, and Brent crude has given back about 80% of its gains since the conflict. Act 4: A new test emerges. Wash's Fed debut 130...

    Musk Merger Talk Meets A Rising Rocket Lab
  • B
    Bluegate1104May 28 at 02:51 AM

    if this Hormuz framework holds and commercial shipping resumes in June, Brent tests USD 65 by end of the month. shipping risk premiums deflate, airline cost base improves, chemical sector gets breathing room. calling it now 🏹

  • G
    Gary Black TrackerMay 15 at 01:57 PM

    Money markets now assuming a Fed funds rate HIKE of +25bp by March 2027, which seems absurd given that the U.S.-Iran war will likely be long over by then and if history repeats, brent crude falls back to the $70/bbl range as it did in 2022 within 9-12 months after Russia invaded Ukraine. Too many investors are blindly extrapolating out the current environment rather than thinking logically through what happens next with midterm elections in November.

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