🚨SoSoValue Flash: Prolonged Negotiation Chess Game, AI Earnings Take the Baton from Geopolitics
💥 Core Catalyst: Trump Dismisses "Time Pressure"Trump has formally debunked rumors of a "3-5 day ceasefire window," stating there is no deadline and signaling that Round 2 talks could begin as early as Friday. Although Iran seized 2 tankers in the Strait, pushing Brent back above $100, Trump’s "open-ended ceasefire" commitment has successfully neutralized broad market liquidity panic.
🔍 Key Logic Shifts:
1️⃣ The "Talk and Fight" Stalemate: Tehran insists on lifting the blockade first and has escalated tactical pressure by seizing vessels. However, the market is becoming desensitized; Trump’s relaxed timeline has pivoted the risk from an "explosive crisis" to a "contained disturbance."
2️⃣AI Fundamentals as the Anchor: Micron hitting new highs and SK Hynix beating optimistic expectations confirm the massive cyclical strength of AI hardware. The market logic has firmly shifted from "hedging against war" to "buying performance growth."
3️⃣ Dual-Track Market Reality: Oil prices reflect the immediate physical supply constraints (bullish), while equities and crypto are pricing in long-term peace optimism and the AI productivity boom (Risk-on).
📊 Trade Setup (SoDEX Assets to Watch):
Watchlist: $USTECH-100 | $CL (Crude Oil) | $XAUT | $BTC
Preferred Plays: MAG7 and AI Hardware (SNDK, MU, AMD, INTC).
Tactical View: With the "Geopolitical Deadline" removed, the market focus has pivoted entirely to the earnings peak. As long as Trump avoids a military "cliff," the rally in tech and BTC is likely to find support in robust fundamental data.
#Geopolitics #Trump #SoSoValue #EarningsSeason #AI #Micron #HormuzBlockade #Trading
🦍🫧 The Nervape Bathhouse — Day 3 — Thanks for the Love Taipei!|Typhoon Announcement
The bathhouse vibes are strong Day 3! 🔥 We’ve been so inspired by all the love and enthusiasm we’ve been getting in Taipei — from collectors to curious visitors, people are loving the Nervape aesthetic, the story behind each figure and design, and our collabs w/ RBY Wood Design + Black Design + global artists.
Thank you to everyone who’s stopped by to experience our world of color, creation, and connection. ❤️
⚠️ ANNOUNCEMENT: Due to the incoming Typhoon Fung-Wong, we will unfortunately have to cancel our Wednesday Beyond the Canvas talk. As for the Nervape Bathhouse, we will continue to listen to local authorities and weather reports and adjust our times as needed. For now, it will be business as usual, but we will keep you updated! 🙏🏼
Be safe everyone! 大家注意安全!
📍 Location: Men’s Bathhouse, Songshan Cultural and Creative Park, Taipei
📅 Dates: Nov 7 (Fri) — Nov 16 (Sun), 2025
🕚 Hours: 11:00 — 19:00 (subject to change)
🎟 Free Admission (Online Registration):
Accupass (中文):https://t.co/xcKLwsBrdZ
Luma (English):https://t.co/EHWZewLx1F
#Nervape #神經猿 #猿澡堂 #NervapeBathhouse #ApeInBuildOut #ColorVibes #TaipeiExhibition #ArtToys #Design #Collectibles #RBYWOODDESIGN #BLACKDESIGN #松山文創園區 #Typhoon
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🇦🇷Brevis is bringing ZKONNECT to @EFDevcon Argentina!
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Announcing Pico Prism, the state-of-the-art zkVM for Ethereum real-time proving. 99.6% of blocks proven under 12 seconds, 6.9s average with 64 RTX 5090 GPUs.
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