Tsugularen

JW9VSWH6

VHJATPDH

YKZBLGJA

[Tsugularen @Rrrrrrr779173]

こんな感じになったよ
#お前らのpcデスク周り晒していけ

[Tsugularen @Rrrrrrr779173]

Built a tool for Technocore workflows and created a local did:key. DID proof: https://t.co/kVlqwR1BXY. Contribution: https://t.co/n5Nzrsudgz. @flop_labs $FLOP

[Tsugularen @Rrrrrrr779173]

@SoSoValueCrypto @SoSoValueCrypto
Good

[Tsugularen @Rrrrrrr779173]

@SoSoValueCrypto https://t.co/Sbc4PC0P4h

[SoSoValue @SoSoValueCrypto]

SoSoValue Flash: Severe Geopolitical Reignited, CPI Holds Steady, Heavy Capex Warnings Trigger Tech Volatility

💥 Core Catalyst:
The Middle East situation has sharply re-escalated. Dissatisfied with slow talks, Trump threatened to target Iran's power plants and bridges if a deal isn't signed. Following the downing of a U.S. Apache helicopter, the U.S. launched nearly 4 hours of retaliatory airstrikes, claiming Iran's control capability in the strait was eliminated (which Iran denies). In response, Iran issued stern warnings and the Strait of Hormuz has been fully closed. Iran fired dozens of ballistic missiles and drones at 21 key strategic Gulf targets, including a U.S. base in Jordan.

🔍 Key Logic Shifts:
1️⃣ Macro Risks: Trump's hawkish military threats have fundamentally disrupted the market’s prior baseline assumption that he would avoid reopening active hostilities. However, the macro front received some insulation as the May CPI print arrived broadly in line (with core slightly below expectations). Feared second-round effects from oil pass-through, World Cup distortions, and endogenous inflation failed to materialize.
2️⃣ Liquidity Drain: U.S. equities remain locked in a tug-of-war between macro anxiety and secular AI momentum. On the capital front, the ongoing SpaceX IPO continues to absorb significant institutional liquidity. The trading desk notes a broader decline in secondary market depth, which is amplifying short-term volatility across major indices.
3️⃣ Capex Concerns: AI momentum continues to consolidate at elevated levels during a post-ComputeX catalyst vacuum. While Oracle's post-close earnings and guidance matched consensus, its massive $40 billion equity and debt fundraising blueprint for the next fiscal year reignited fierce market anxieties over over-extended capex. Shares plunged 11% after-hours, acting as a direct drag on tech sentiment.

📊 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 | $TSM

[Tsugularen @Rrrrrrr779173]

@SoSoValueCrypto
Good

[Tsugularen @Rrrrrrr779173]

@SoSoValueCrypto @SoSoValueCrypto
Good

[Tsugularen @Rrrrrrr779173]

@SoSoValueCrypto https://t.co/QjkkdgmaIe

[SoSoValue @SoSoValueCrypto]

A useful read on why AI CapEx matters beyond Nvidia. 👇

[Tsugularen @Rrrrrrr779173]

@SoSoValueCrypto
Good

[Tsugularen @Rrrrrrr779173]

@SoSoValueCrypto @SoSoValueCrypto good

[Tsugularen @Rrrrrrr779173]

@SoSoValueCrypto https://t.co/Jyj6AbQ8kd

[SoSoValue @SoSoValueCrypto]

SoSoValue Flash: Israel-Iran Conflict Pauses Under Maximum Pressure, Markets Face Catalyst Vacuum Ahead of Volatility Week

💥 Core Catalyst:
The Israel-Iran conflict re-escalated on Monday as Israel struck central and western Iranian targets in retaliation for Sunday's strikes, while Houthi rebels launched missiles at central Israel and threatened a full Red Sea blockade. Following Trump's maximum pressure and a call to Netanyahu, both sides formally announced a suspension of mutual attacks. Meanwhile, U.S.-Iran talks continue; Iran's President stated they remain at the table, and Trump claimed negotiations are ongoing with a path to "total victory" within two weeks.

🔍 Key Logic Shifts:
1️⃣ Macro & Yields: The military escalation has weakened market expectations for a June strait reopening. The 10Y Treasury yield is slowly edging higher, building macro pressure; a clean break above 4.6% could trigger accelerated selling. Overall, U.S. equities remain locked in a tactical tug-of-war between macro and AI forces.
2️⃣ Sector Rotation: Following Friday's oversold conditions, the most tightly crowded AI hardware clusters—memory and CPU—staged the earliest rebound. Conversely, mega-cap tech stocks continue their orderly pullback on thin overall market volume, indicating that broader risk appetite is still in a recovery phase.
3️⃣ AI & Volatility: With ComputeX now concluded, the AI sector has entered a short-term catalyst vacuum, favoring a high-altitude consolidation pattern. Volatility is expected to spike later this week, driven sequentially by Wednesday's CPI, Thursday's PPI, Wednesday's post-close Oracle earnings, and Friday's highly anticipated SpaceX (SPCX) IPO.

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

[Tsugularen @Rrrrrrr779173]

@SoSoValueCrypto
good

[Tsugularen @Rrrrrrr779173]

@SoSoValueCrypto
good

[Tsugularen @Rrrrrrr779173]

@SoSoValueCrypto @SoSoValueCrypto good

[Tsugularen @Rrrrrrr779173]

@SoSoValueCrypto https://t.co/3bLoLQRGAG

[SoSoValue @SoSoValueCrypto]

https://t.co/Y6BODtJ76f

[Tsugularen @Rrrrrrr779173]

@SoSoValueCrypto
good

[Tsugularen @Rrrrrrr779173]

@SoSoValueCrypto @SoSoValueCrypto good

[Tsugularen @Rrrrrrr779173]

@SoSoValueCrypto https://t.co/wvtndj8mYB

[SoSoValue @SoSoValueCrypto]

📢 SoSoValue Buildathon Wave 2 Timeline Update
We identified a display issue on the campaign page that may have caused confusion around the Wave 2 schedule.

Here are the Wave 2 key dates:
🛠 Build Phase May 23 – Jun 7, 2026 at 18:00
🧑⚖️ Judge Phase Jun 7, 2026 at 18:00 – Jun 21, 2026 (closes 00:00, Jun 22)

The Build Phase is still open. You have time to refine your submission before judging begins.

Use it well: sharpen your demo, clean up your user flow, and make it easy for judges to test your product. In Wave 2, execution quality and clarity of presentation will carry significant weight.

Keep building. 🚀

#SoSoValue #Buildathon #AI #DeFi #OnChainFinance #SoDEX

[Tsugularen @Rrrrrrr779173]

@SoSoValueCrypto

[Tsugularen @Rrrrrrr779173]

@SoSoValueCrypto @SoSoValueCrypto good

[Tsugularen @Rrrrrrr779173]

@SoSoValueCrypto https://t.co/RqBItG4ycv

[SoSoValue @SoSoValueCrypto]

Anthropic has secretly filed an IPO application with the US SEC.

Explore more key information on SoSoValue https://t.co/0KLEfVkECP via @sosovaluecrypto

[Tsugularen @Rrrrrrr779173]

@SoSoValueCrypto
good