Just launched my updated portfolio and now live on a custom domain.
๐ https://t.co/Qb65wJ6tO2
Built across different stacks and environments, this reflects how I approach development and fast to adapt, quick to execute, and focused on real-world solutions.
#Web3
๐จSoSoValue Flash: Iran Peace Deal Nears & Memory Stocks Hit $1T Milestone
๐ฅ Core Catalyst: Truce Extensions & Tehran Shadows
A framework deal is crystallizing. Reports confirm narrowing gaps: Iran secures half of its $24B in frozen assets immediately upon signing, with the remainder due in 60 days. Crucially, the U.S. has dropped the demand for direct custody of Iranโs highly-enriched uranium, accepting a third-party arrangement.
๐ Key Logic Shifts:
1๏ธโฃ Memory Supercycle: A new "Trillion-Dollar" era for memory. Micron (MU) surged 19% as UBS hiked its price target to $1,625, citing a regime change from cyclical volatility to stable, long-term supply agreements; Micron has joined SK Hynix in the $1 trillion market cap club. The launch of 2x leveraged ETFs for Korean chip giants on May 27 further catalyzed this capital rush.
2๏ธโฃ NVIDIA Vera Pivot: NVIDIAโs Vera CPU has officially arrived, outperforming top-tier Intel and AMD x86 processors in independent benchmarks. Designed for "agentic AI" with 1.2TB/s of memory bandwidth, Vera is now the focal point of the AI hardware debate and a key driver of future data center dominance.
3๏ธโฃ Macro Policy: With Kevin Warsh at the helm and a hawkish FOMC tilt, the "macro tug-of-war" persists. Oil is the primary swing factor; should it remain elevated, market pricing will pivot away from H2 cuts toward a potential Q4 hike.
๐ 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
Earn USDC by reviewing ads on SoSoValue EXP Ads.
Every ad under review sets aside 5% of its budget as a reviewer reward pool โ and your share scales with your locked sSOSO.
Want to know how it works?
๐ฝ๏ธ Watch the full guide:
Stake SOSO on Valuechain โ vote on ads โ claim rewards. ๐
Earn USDC by reviewing ads on SoSoValue EXP Ads.
Every ad under review sets aside 5% of its budget as a reviewer reward pool โ and your share scales with your locked sSOSO.
Want to know how it works?
๐ฝ๏ธ Watch the full guide:
Stake SOSO on Valuechain โ vote on ads โ claim rewards. ๐
SoSoValue Flash: Iran Peace Nears & AI IPO Wave Ignite Market Sentiment
๐ฅ Core Catalyst: Truce Extensions & Tehran ShadowsU.S.โIran talks are in the final phase, with Trump signaling patience for a "right answer" from Tehran. Hormuz transit shows significant progress: 26 vessels transited in coordination with Iran over the past 24 hours, including a South Korean tanker, marking a symbolic milestone for Strait stability.
๐ Key Logic Shifts:
1๏ธโฃ Supply Chain: Samsung Electronics reached an initial wage deal, postponing the strike previously set for May 21 and alleviating immediate supply-side fears for DRAM/NAND.
2๏ธโฃ AI & IPO Wave: The AI capital markets are heating up: SpaceX filed its S-1 for a mid-June listing; OpenAI is prepping a September IPO; and Anthropic is projecting 26Q2 revenue of $10.9B with operating profitability. This IPO trio, combined with NVIDIAโs solid earnings print, reinforces the long-term AI growth thesis.
3๏ธโฃ Macro & Equities: Peace expectations are cooling energy and rates: Brent slipped from $110 to $105, and the 10Y yield dipped below 4.6%. This macro tailwind is providing fresh fuel for the AI-led equity rebound.
๐ 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
Trade now: https://t.co/UPUBrsjBkS
MAG7.ssi Component ETF Flow Watch | 0519
BTC ETFs: -$331.05M Net Inflow
ETH ETFs: -$62.30M Net Inflow
XRP ETFs: +$1.48M Net Inflow
SOL ETFs: +$3.78M Net Inflow
MAG7.ssi:
Multi-Asset in One Token, Capture Crypto Growth with Ease.
Trade MAG7.ssi on SoDEX โ powered by an L1 order book:
https://t.co/BYLNRYriFD
#BTC #ETH #SOL #XRP #ETF #Crypto #MAG7ssi #SoDEX