---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000814670.md"
description: "While the physical world has the super El-nino, the market appears to have the equivalent: AI capex ROI/monetisation concerns, Iran conflict, Chinese gov crackdowns, continuation of yet another tariff blah blah, inflation and rate hike concerns. Now we wait for Microsoft and such to offer a relieve or a prick."
datetime: "2026-07-24T05:02:20.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000814670.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000814670.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000814670.md)
author: "[LazyCat](https://longbridge.com/en/profiles/16872684.md)"
generator: "portal-rs"
---

# While the physical world has the super El-nino, th…


### Related Stocks

- [MSFT.US](https://longbridge.com/en/quote/MSFT.US.md)

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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**