This is the kind of market where you simply buy what the president tells you to:
Chips
$INTC Intel
$NVDA NVIDIA
$AMD AMD
$TSM TSMC
AI Infrastructure
$DELL Dell
$VRT Vertiv
$NBIS Nebius
$CRWV Coreweave
$IREN IREN
$HUT Hut 8
Rare Earths
$USAR USA Rare Earth
$CRML Critical Metals
$TMC The Metals Company
Critical Minerals
$TMQ Trilogy Metals
$UAMY United States Antimony
$MP MP Materials
$LAC Lithium Americas
Quantum
$IONQ IonQ
$QBTS D-Wave Quantum
$RGTI Rigetti
Energy
$BE Bloom Energy
$GEV GE Vernova
$FCEL Fuelcell
$PLUG PlugPower
$VICR Vicor
Memory
$SNDK Sandisk
$MU Micron
$STX Seagate
$WDC Western Digital
$P Everpure
$MRAM Everspin
Space
$RKLB Rocket Lab
$ASTS AST SpaceMobile
$PL Planet Labs
$FLY Firefly Aerospace
$GILT Gilat
Drones
$AVEX Aevex
$ONDS Ondas
$UMAC Unusual Machines
Nuclear
$XE X-energy
$LEU Centrus Energy
$CCJ Cameco
$OKLO Oklo
$UUUU Energy Fuels
AVs & Robotics
$TSLA Tesla
$AMZN Amazon
Batteries
$TE T1 Energy
$ELVA Electrovaya
$FLNC Fluence Energy
Never miss the leading stocks again:
https://t.co/8sdF5htwKA
I’m pissed!
Trump gave Iran a pause on strikes against their energy infrastructure until April 6. So what did Israel do? They bombed all three of Iran’s largest steel plants simultaneously, which are crucial to their economy
And if that wasn’t enough, they also struck Iran’s Khondab heavy-water reactor facility as well as uranium production and uranium-conversion sites
All on the same day
Why did Israel do this? And was it in coordination with the U.S.?
If it’s in coordination, it means Trump lied to Iran. If not, than Israel is lying.
If you take into account the report today that JD Vance yelled at Netanyahu over the phone this week, upset at being dragged into the war by misleading intelligence, then I think you have your answer
Israel seems to be trying to sabotage these negotiations, and it serves their interests to do so.
BREAKING: If the Wall Street Journal’s sourcing holds, the UAE just became the most consequential actor in this war. Not the US. Not Iran. Not Israel. The UAE.
Here is why this is the tweet of the day.
Dubai has been Iran’s financial oxygen for forty years. Not metaphorically. Literally. Through every round of American sanctions, every UN resolution, every OFAC designation, every European bank exit from Iranian correspondent relationships, Dubai remained the one global financial center where Iranian money could move, convert, and access global trade. The shadow network operating through Dubai’s currency exchanges, free-zone shell companies, and gold trading houses is not a marginal phenomenon. It is Iran’s primary mechanism for converting oil revenues into usable foreign currency, for paying for weapons components, for funding proxy operations from Hezbollah to the Houthis to every other instrument of Iranian regional power. The US Treasury has spent twenty years trying to close it and has never fully succeeded because closing it required UAE cooperation that the UAE, for its own sovereign economic reasons, consistently declined to provide.
The UAE is now, according to the Wall Street Journal, considering providing it.
Understand what has changed. The UAE’s entire strategic calculus for forty years was based on a deliberate ambiguity. Dubai would not be a sanctions enforcer. It would be a neutral financial hub, a free port for global capital regardless of political origin, and in return it would receive the economic dynamism that comes from being the one place money can always go. That ambiguity was worth hundreds of billions of dollars in financial services revenue, real estate investment, and trade flows. It was also worth significant leverage over Tehran, which needed Dubai and therefore could not completely antagonize it.
Iran fired 1,072 drones at the UAE in six days. Iranian missiles struck Dubai’s international air corridor. Iranian ordnance forced the closure of 70 percent of regional flights. Iranian attacks on the Fujairah bypass threatened the one infrastructure node that allows UAE oil to reach markets without transiting Hormuz. Iran did not merely attack a military ally of the United States. It attacked the economic infrastructure of the country that had been its financial lifeline.
If the UAE freezes those assets, it is not a sanction. It is a severance. It is the moment when the country that kept Iran financially connected to the global economy for four decades decides that the relationship has a price, and that Iran has paid it.
Every Iranian proxy operation, every weapons procurement, every foreign currency mechanism that runs through Dubai collapses simultaneously. Not because of American pressure. Because Iran made it politically impossible for Dubai to continue providing the service.
The 1979 US asset freeze of $12 billion was a superpower’s financial declaration of war. This would be the financial declaration of war from the country that has been the last exit from financial isolation that Iran possessed.
Tehran spent forty years cultivating Dubai. It spent six days destroying the reason Dubai would protect it.
The invoice, again, has been delivered by Iran to itself.
https://t.co/ULBgEzZ3A8
CME MARGIN HIKE ALERT ON Gold and Silver
A third MARGIN increase within 10 days.
Maintenance increases
A 11% increase for gold futures
A 20% increase for silver futures
This is going into effect after the close of Friday Feb 6, 2026
Covid crash: $1.2 Billion in liquidations
FTX crash: $1.6 Billion in liquidations
Today: $19.16 Billion in liquidations
This is Biggest liquidation event in history of crypto and almost 20x bigger than the Covid crash of March 2020.
The Dollar is now coming back on Powell's comment in the press conference that there was not wide-spread support for a 50 bps cut at all. The early stages of this press conference are shaping up to be quite hawkish relative to the initial signal from the dots for 3 cuts in 2025.
THE CRYPTO MARKET IS BEING HEAVILY MANIPULATED RIGHT NOW.
IN THE PAST FEW WEEKS, WE HAD
➢ STRATEGIC BITCOIN AND ALTCOINS RESERVE ANNOUNCEMENT
➢ THE SEC ENDING 8+ MAJOR CRYPTO INVESTIGATIONS
➢ BANKS ALLOWED TO SERVE CRYPTO CUSTOMERS
➢ THE SEC ACKNOWLEDGING ALTCOIN ETFs
➢ BIG GIANTS LIKE FIDELITY FILING TO ALLOW STAKING IN ETH ETFs
➢ MICROSTRATEGY ANNOUNCEMENT TO RAISE UP TO $21 BILLION FOR BUYING MORE BITCOIN
AND YET BTC IS DOWN 30%, ALTS ARE DOWN 40%-60% AND CRYPTO MCAP IS DOWN $1.3T FROM ITS PEAK.
I THINK BTC AND ALTS PRICE ARE BEING SUPPRESSED SO THAT BIG ENTITIES CAN ACCUMULATE AT CHEAP.
MAKE NO MISTAKE; ONCE THIS IS OVER, A MEGA RALLY WILL START 🚀
On Monday, #ES_F broke down a 4 month megaphone pattern from November at 5703, triggering a 200 point sell. Bears fully control until it recovers
Plan Next Week: Backtest of 5703, dip. Bulls need to clear it see relief leg to 5798. If 5558 fails, we see new lows 5502, then 5447
@manusai Create a dynamic dashboard that provides complete analysis of stocks in the EGX 30. Valuations, fundamentals, technicals and recommendations for 2025