Eric Teles

[Eric Teles @EricTeles20]

@SoSoValueCrypto

[Eric Teles @EricTeles20]

@SoSoValueCrypto
https://t.co/kAFfeECSM7

[SoSoValue @SoSoValueCrypto]

https://t.co/72k7SAhY7S

[Eric Teles @EricTeles20]

@SoSoValueCrypto

[Eric Teles @EricTeles20]

@SoSoValueCrypto
https://t.co/lDA6cMDdKn

[SoSoValue @SoSoValueCrypto]

Mark Your Calendar 📅: SoSoValue Community Update Call is coming on May 31.

Got a question about our building progress? Let us know in the comments.

[Eric Teles @EricTeles20]

@SoSoValueCrypto 👍👍

[Eric Teles @EricTeles20]

@SoSoValueCrypto
https://t.co/QWZ1to8Ca0

[SoSoValue @SoSoValueCrypto]

🚨SoSoValue Flash: Iran Peace Framework Nears Finalization, Fed Enters "Warsh Era"

💥 Core Catalyst: Truce Extensions & Tehran ShadowsPeace talks are in the final phase. On May 23, Trump signaled that a near-term deal is largely agreed upon following high-level coordination with key Middle Eastern players and Pakistan. Two-Phase Draft: Phase 1 involves clearing Strait of Hormuz mines, lifting the port blockade, waiving select oil sanctions, and unfreezing $26B in Iranian assets. Phase 2 initiates a 60-day formal nuclear negotiation window.

🔍 Key Logic Shifts:
1️⃣ Macro Policy: Kevin Warsh was sworn in as Fed Chair on May 22, striking a hawkish tone emphasizing institutional independence and omitting any mention of rate cuts. With Governor Waller now pivoting away from dovishness—backing the removal of "easing-bias" language—the market is beginning to price in a potential 25bp hike by December.
2️⃣ Market Dynamics: Equities remain a tug-of-war. While re-escalation risks are essentially priced out, market euphoria is constrained by the "Warsh Era" uncertainty. All eyes are on the speed of Hormuz throughput recovery and whether the 60-day negotiation window holds.
3️⃣ AI Capital: AI remains the undisputed market leader. Despite building "top" narratives, the combination of strong industry trends, robust earnings, and an accelerating wave of AI IPOs (SpaceX, OpenAI, Anthropic) reinforces the base case that current price action is a consolidation within a structural uptrend, not a reversal.

📊 Trade Setup (SoDEX Assets to Watch):Core: $USTECH-100 | $CL (Crude) | $XAUT | $BTCMAG7: $NVDA | $AMZN | $GOOGL | $META | $MSFT | $TSLA | $AAPLAI Hardware: $SNDK | $MU | $AMD | $INTC

[Eric Teles @EricTeles20]

@SoSoValueCrypto GD

[Eric Teles @EricTeles20]

@SoSoValueCrypto

[Eric Teles @EricTeles20]

GD

[Eric Teles @EricTeles20]

@SoSoValueCrypto

[Eric Teles @EricTeles20]

GD

[Eric Teles @EricTeles20]

@SoSoValueCrypto GD

[Eric Teles @EricTeles20]

@SoSoValueCrypto

[Eric Teles @EricTeles20]

@SoSoValueCrypto GD

[Eric Teles @EricTeles20]

@SoSoValueCrypto

[Eric Teles @EricTeles20]

@SoSoValueCrypto
https://t.co/Kq8zVprkiF

[SoSoValue @SoSoValueCrypto]

EXP Ads (Beta) Is Live on SoSoValue👇

[Eric Teles @EricTeles20]

@SoSoValueCrypto

[Eric Teles @EricTeles20]

@SoSoValueCrypto
https://t.co/aahEmzrDJz

[SoSoValue @SoSoValueCrypto]

Macro risk is rising, oil remains the key variable, and $NVDA earnings could decide this week’s AI trade.

We turned today’s SoDEX Market Brief into a short video.

Watch the key setup before the market moves. 👇

#SoDEX #MarketBrief #NVDA #AI #CryptoTrading

[Eric Teles @EricTeles20]

Check out this article, it explains it simply: $SOL news on @ask_edgen https://t.co/G9r9ArBs6d

[Eric Teles @EricTeles20]

@SoSoValueCrypto
https://t.co/rxWnRuAQW4

[SoSoValue @SoSoValueCrypto]

🚨SoSoValue Flash: Xi-Trump Summit Anchors Macro, Warsh Takes the Fed & AI Supply Shock

💥 Core Catalyst: Truce Extensions & Tehran Shadows
Trump has landed in Beijing for a Thu–Fri summit with President Xi, placing Iran and trade at the center of the agenda. While Washington maintains a "no-rush" stance on the Hormuz stalemate, the summit serves as a critical buffer against "Tehran Shadows," with the market eyeing potential structural concessions to ease the energy blockade.

🔍 Key Logic Shifts:
1️⃣ Macro & PPI: April PPI printed hot, driven by energy, freight, and massive AI Capex, reinforcing the "Fed-on-hold" narrative. The Senate has confirmed Kevin Warsh as Fed Chair; he replaces Powell on May 15. Markets are now recalibrating for a more hawkish "Warsh Era" amid persistent pipeline inflation.
2️⃣ Supply Chain Risk: The Samsung union confirmed an 18-day strike starting May 21. As a cornerstone of global DRAM/NAND supply, this creates a major structural risk for memory pricing, potentially exacerbating supply constraints just as AI demand hits new peaks.
3️⃣ AI Resilience: After Tuesday’s dip, capital aggressively bought the Wednesday snap-back, signaling that "buy the dip" remains the dominant AI psychology. While the "top" debate intensifies, core leadership continues to run toward extremes, fueled by overwhelming consensus.

📊 Trade Setup (SoDEX Assets to Watch):
Core: $USTECH-100 | $CL (Crude) | $XAUT | $BTC
MAG7: $NVDA | $AMZN | $GOOGL | $META | $MSFT | $TSLA | $AAPL
AI Hardware: $SNDK | $MU | $AMD | $INTC