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US stocks are up pre-market after the Iran peace deal calmed fears from the Fed's hawkish stance and rate outlook. Oil dropped to $78, bond yields dipped, and AI/tech led gains. I think stocks could hit new highs as the war ends and energy prices keep falling, boosting confidenc
AST SpaceMobile just dropped news that they’ve launched and deployed 3 more satellites—BlueBirds 8, 9, and 10 🚀
These were carried up by a SpaceX rocket. Big moves! 🛰️
🇺🇸 $NVDA — Big news could be on the horizon.
Jensen Huang doesn't usually show up unless the AI infrastructure story is getting even bigger.
The market is on edge waiting for a major reveal, with rumors floating around about deeper AI computing tie-ups.
Nothing is set in stone yet.
But there's one clear thing:
AI demand is still exploding.
SpaceX is locking in huge compute deals.
Google can't get enough GPUs.
Anthropic needs more resources.
And $NVDA is still right at the core of the whole AI supply chain.
The real bet isn't just AI models.
It's chips, data centers, power, and processing.
Keep an eye on:
$NVDA $AMD $AVGO $TSM $GOOG $MSFT $AMZN $TSLA
Wild price swings could be ahead.
Don't make any rash moves.
Track the compute.
@jacknapierlive Interesting timing. ASML has been quiet about Terafab, so this private meeting sounds like more than just a casual chat. Could shift supply chains if they really lock in.