Tri Cahyo Novianto

[Tri Cahyo Novianto @Novlix]

@SoSoValueCrypto https://t.co/ibFb80mjZS

[SoSoValue @SoSoValueCrypto]

Oracle, Broadcom, Ciena — solid earnings across the board, and the market didn't care.
How do you trade AI infrastructure from here? Join the SoSoValue research community and let's talk 👇

[Tri Cahyo Novianto @Novlix]

Great project @SoSoValueCrypto

[Tri Cahyo Novianto @Novlix]

@SoSoValueCrypto Good project

[Tri Cahyo Novianto @Novlix]

Good project @SoSoValueCrypto

[Tri Cahyo Novianto @Novlix]

@SoSoValueCrypto https://t.co/bqDKavsrqT

[SoSoValue @SoSoValueCrypto]

🚀 Claude just dropped Fable 5 & Mythos 5 — and we want YOUR take.

Reply with your honest experience 👇

💬 Share your Fable 5 / Mythos 5 experience below — pros, cons, anything real.

📸 Must include screenshots or video — text-only replies won't qualify.

⏰ Deadline: Friday 18:00 (UTC+8) 🏆 Top 10 by likes + bookmarks = 100 $SOSO each

Your signal matters. Let's hear it. 👇

[Tri Cahyo Novianto @Novlix]

⁸@SoSoValueCrypto

[Tri Cahyo Novianto @Novlix]

@SoSoValueCrypto Great Project!

[Tri Cahyo Novianto @Novlix]

@SoSoValueCrypto

[Tri Cahyo Novianto @Novlix]

@SoSoValueCrypto https://t.co/qXLAdHeqhh

[SoSoValue @SoSoValueCrypto]

SoSoValue Flash: Partial Lebanon Ceasefire Brokered, Big Tech Unleashes Massive Capital Wave

💥 Core Catalyst: Truce Extensions & Tehran ShadowsGeopolitical dynamics took a sharp turn as Trump brokered a partial Lebanon-Hezbollah ceasefire, resolving a temporary freeze in negotiations after Iran suspended talks over the Israeli military incursions. Trump noted he expects a U.S.-Iran deal "within one week." However, friction persists as Netanyahu clarified the ceasefire does not halt IDF ground operations in southern Lebanon, prompting Lebanese officials to head to Washington on Wednesday to seek a broader pause.

🔍 Key Logic Shifts:
1️⃣ Macro Resilience: The U.S. May ISM Manufacturing PMI beat expectations, signaling continued industrial improvement and reinforcing broad market confidence in U.S. economic resilience. With growth steady and energy tracking hot, the Fed is widely expected to hold in June; however, a Q4 rate hike pivot remains a structural tail-risk if oil stays sticky at these levels.
2️⃣ AI Capital Wave: Mega-cap capital raising is accelerating to a frantic pace. Anthropic has confidentially filed its draft S-1 with the SEC, while Google announced a massive $80 billion equity fundraising plan. This capital market blitz provides massive fresh liquidity to sustain the ongoing AI infrastructure buildout.
3️⃣ Market Equilibrium: U.S. equities remain balanced in a tug-of-war between macro risk management and AI momentum. Trump’s swift ceasefire intervention demonstrates a firm resolve to protect the broader U.S.-Iran negotiation channel. While the "AI top" debate persists, robust sector fundamentals, solid earnings, and an improving macro backstop indicate that recent pullbacks are corrections rather than a structural peak.

📊 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

[Tri Cahyo Novianto @Novlix]

@Sozyuku 15

[Tri Cahyo Novianto @Novlix]

@SoSoValueCrypto Core Catalyst

[Tri Cahyo Novianto @Novlix]

@SoSoValueCrypto Go for it! Good project

[Tri Cahyo Novianto @Novlix]

@SoSoValueCrypto https://t.co/Us6gTz3nd7

[SoSoValue @SoSoValueCrypto]

SoSoValue Flash: Trump Tightens Iran Terms to Inject Fresh Uncertainty, Fed Split Eases Macro Strain

💥 Core Catalyst: Truce Extensions & Tehran ShadowsPresident Trump convened a two-hour War Room meeting on Friday, significantly revising and tightening the terms of the Iran MOU. The revised text, which critically alters the "uranium disposal arrangements" and "Hormuz reopening wording," has been sent to Tehran. Iran is expected to take around 3 days to respond, pushing a potential final deal out by "a week or more" and delaying the anticipated normalization of Strait throughput.

🔍 Key Logic Shifts:
1️⃣ Fed Internal Split: Fed Vice Chair Bowman expressed support for retaining dovish rate-cut language in the upcoming June 17 FOMC statement. In the context of a broader hawkish tilt under the "Warsh Era," this internal divide over whether to keep an easing bias provides a temporary sentiment buffer for equity liquidity.
2️⃣ Macro Realignment: While a pause at the June meeting remains the consensus, the macro outlook remains hostage to energy costs. If Tehran rejects Trump's tightened terms and high oil persists, a Q4 hike pivot stays on the table. For now, the market is pricing a framework deal as the baseline but remains highly sensitive to re-escalation risks within the 60-day window.
3️⃣ AI Continuation: The "AI top" debate continues to build, but overwhelming secular tailwinds, solid earnings, and a slightly softer macro environment argue against a full reversal. Volatility is being treated as a correction within an intact uptrend, with capital continuously re-engaging core leadership ahead of new hardware cycles and the upcoming AI IPO wave.

📊 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

[Tri Cahyo Novianto @Novlix]

@SoSoValueCrypto

[Tri Cahyo Novianto @Novlix]

@SoSoValueCrypto

[Tri Cahyo Novianto @Novlix]

@SoSoValueCrypto

[Tri Cahyo Novianto @Novlix]

@SoSoValueCrypto

[Tri Cahyo Novianto @Novlix]

@SoSoValueCrypto @0xjessielo @LeviSoSoValue @MayMayMay1983 @jivvvaguan So.. so.. Great

[Tri Cahyo Novianto @Novlix]

@SoSoValueCrypto https://t.co/qLKtFckjWb

[SoSoValue @SoSoValueCrypto]

Mark your calendar — March 31, 14:00 UTC/22:00 SGT.

SoSoValue Community Call #1 is coming.

@0xjessielo, together with @LeviSoSoValue, @MayMayMay1983, and @jivvvaguan from the SoSoValue co-founding team, will join a live conversation covering:
✨ SoSoValue
⚡ SoDEX
📊 SSI
🌐 ValueChain ecosystem updates
💬 Community Q&A

Set your reminder and join us live:
https://t.co/d2FCjCSo0E

#SoSoValue #SoDEX #SSI #AMA #Web3

[Tri Cahyo Novianto @Novlix]

@SoSoValueCrypto