Geopolitical risks from war, oil shocks, and inflation are easing, shifting attention back to AI as demand continues to surge.Market is now more selective AI winners will be those that combine growth with strong execution, profitability and clear earnings visibility.

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☕️ [Task Coins Giveaway] Daily Market Talk — SPCX Debuts, Semis Surge 8%

SpaceX starts trading today as semiconductors surge 8% on Iran-deal relief, TSMC mulls a 15% price hike, and Adobe drops after its CFO resigns to join Marvell.

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