定D来

On May 23, Trump dropped a market-moving line on social media: the US-Iran deal is "basically done," reportedly including the reopening of the Strait of Hormuz, and he told US negotiators "no rush" to close it. Secretary of State Rubio hinted "good news could come within hours."A day later, Trump walked it back: the deal is "not fully there yet." Tehran stayed cautious, and Tasnim News warned that Washington is still putting up roadblocks on asset unfreezing and other key terms, leaving room for the draft to fall apart.One side: warmer political tone, signs of easier passage through Hormuz, oil and safe-haven flows already front-running the headline. Other side: core disagreements unresolved, the market unsure how much to price in. So which way are you leaning, real deal or another flip?

On May 23, Trump dropped a market-moving line on social media: the US-Iran deal is "basically done," reportedly including the reopening of the Strait of Hormuz, and he told US negotiators "no rush" to close it. Secretary of State Rubio hinted "good news could come within hours."A day later, Trump walked it back: the deal is "not fully there yet." Tehran stayed cautious, and Tasnim News warned that Washington is still putting up roadblocks on asset unfreezing and other key terms, leaving room for the draft to fall apart.One side: warmer political tone, signs of easier passage through Hormuz, oil and safe-haven flows already front-running the headline. Other side: core disagreements unresolved, the market unsure how much to price in. So which way are you leaning, real deal or another flip?

US-Iran deal flips in 24h: real or noise?

Sold my XOM the moment Trump said deal &#34;largely negotiated.&#34; Then he says it's not done 18 hours later. Now I'm watching oil bounce from the sidelines. Every time. 😭

Exxon Mobil

Deal. No deal. Maybe deal. I'm not touching anything until someone physically signs a piece of paper. 💤

🇺🇸🇭🇰🇸🇬 Big moves across US, HK, SG markets. Join the chat &amp; earn Task Coins!

JOYY

XIAOMI-W

SMIC

HUA HONG SEMI

SATS

Frasers L&C Tr

Boustead

Destiny Tech100

SpaceX

Xiaomi HK SDR 2to1

Huawei

☕️ [Task Coins Giveaway] Daily Market Talk

MAS monitoring, data coming in soft. Nothing I can do about macro. Just stay invested and let it sort itself out 💤

XIAOMI-WR

Xiaomi Corporation

SMIC HK SDR 5to1

Hua Hong

NVDA Q1 just dropped. Revenue USD 81.6 billion (+85% YoY). Adjusted EPS +140% YoY. Data center revenue USD 75.2 billion (~92% of total). Every line beat consensus. Q2 guidance: USD 91 billion, and that excludes any China data center revenue. The board also added USD 80 billion to the buyback authorization and lifted the quarterly dividend by 24x.&nbsp;On paper, all green. But the stock dropped over 3% after-hours before clawing back. The market has gotten used to bigger NVDA beats, and a 3.1% top-line surprise wasn't enough this time. Layer on repricing noise from a revised reporting framework, and at the USD 6 trillion mark, the disagreement is real.&nbsp;Continued AI king run, or first real high-altitude correction?

NVDA Q1 just dropped. Revenue USD 81.6 billion (+85% YoY). Adjusted EPS +140% YoY. Data center revenue USD 75.2 billion (~92% of total). Every line beat consensus. Q2 guidance: USD 91 billion, and that excludes any China data center revenue. The board also added USD 80 billion to the buyback authorization and lifted the quarterly dividend by 24x.&nbsp;On paper, all green. But the stock dropped over 3% after-hours before clawing back. The market has gotten used to bigger NVDA beats, and a 3.1% top-line surprise wasn't enough this time. Layer on repricing noise from a revised reporting framework, and at the USD 6 trillion mark, the disagreement is real.&nbsp;Continued AI king run, or first real high-altitude correction?

NVDA Beats Every Line Yet Stock Wobbles?

NVDA reports Q1 FY27 Wednesday after US close — vote your call in the comments to win up to 888 Task Coins + SGD 3 stock coupon for the sharpest deep dives.

NVIDIA

NVIDIA Corporation

【🎁 Rewards Activity】Nvidia Earnings: The $6T Question — Long, Short, or Just Watching? 🍿

D. $6T sitting right there and I'm just... sitting here too. Wait for the print, let the options expire, let the big guys unwind — then we'll talk about buying the dip. No rush.

$Microsoft(MSFT.US) keeps spending heavily on AI and Azure infra, market worried about capex but long-term AI positioning still looks strong. Feels like short-term pain vs long-term dominance story 🤔🚀

Jiangsu Azure Corporation

Microsoft

$Coreweave(CRWV.US) beware of insider selling again ....

Coreweave

The 18A process roadmap and foundry strategy completely changed sentiment. Add US government subsidies and geopolitical support, and suddenly Intel went from “left for dead” to “strategic national asset.“

Intel

INTEL-T

$Oracle(ORCL.US) It has fallen for 7 consecutive days...

Oracle

Why is ASML not ripping harder after earnings?

ASML

$Circle(CRCL.US) can't hold on anymore, this is getting worse😫

Circle

AMD rallies hard with semiconductor sector momentum.

GraniteShares 2x Long AMD Daily ETF

$Trump Media &amp; Tech(DJT.US) The ultimate sentiment stock. In a market driven by fear and his policies, volatility will be extreme. Uninvestable, but tradable

Trump Media & Tech

Trump Media & Tech - CW28

$Unitedhealth(UNH.US) Defensive, non-cyclical earnings. In a risk-off shift, money doesn't flow out of these names as aggressively. Relative strength is notable.

Unitedhealth

$Coinbase(COIN.US) Competitive landscape is tough, but their brand and integrated services (staking, custody) are a moat

Coinbase

GraniteShares 2x Long COIN Daily ETF

XI2CSOPCOIN

$Oracle(ORCL.US) Down again on that lawsuit news. The debt story is overshadowing everything.

$Trump Media &amp; Tech(DJT.US) A fascinating case study in narrative-driven price action and behavioral finance. Not suitable for traditional portfolios.

$Oracle(ORCL.US) hope to buy some options at 180

ORCL is more of a niche, high-performance AI/DB cloud. Different customer base.

Any analyst upgrades for ORCL today?

$ASML(ASML.US) Reuters reports that mainland scientists have reportedly built an EUV lithography prototype machine based on ASML’s products.Reuters, citing sources, indicates that in a highly secured laboratory in Shenzhen, Chinese scientists built a prototype lithography machine early this year capable of producing cutting-edge chips. These chips power artificial intelligence (AI), smartphones, and advanced weaponry.

Google at $300 is a rare sight.$Alphabet(GOOGL.US)

Alphabet - C

Alphabet

Direxion Daily Googl Bear 1x Shares

Direxion Daily GOOGL Bull 2X Shares

$Coreweave(CRWV.US) CRWV opened lower today but still closed in the green. Despite the dip, a $2 billion turnover and a 5.15% gain show it remains an institutional darling. With the broader U.S. market turning cautious lately, CRWV has held up surprisingly well. No new announcements were seen, but clear intraday consolidation moves suggest money is shaking out weak hands. The key now is whether any major catalysts emerge—much depends on how major players manage their positions going forward.