andrea costa

[andrea costa @andrewmoja]

.@SoSoValueCrypto https://t.co/aruGmrxJUE

[SoSoValue @SoSoValueCrypto]

Big day for Space X.

See views from our research community and check out the brand new RWA Research Hub. 👇

[andrea costa @andrewmoja]

.@SoSoValueCrypto

[andrea costa @andrewmoja]

@SoSoValueCrypto .

[andrea costa @andrewmoja]

.@SoSoValueCrypto https://t.co/sDV56S4QT4

[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 👇

[andrea costa @andrewmoja]

.@SoSoValueCrypto

[andrea costa @andrewmoja]

@SoSoValueCrypto .

[andrea costa @andrewmoja]

.@SoSoValueCrypto https://t.co/lI83UWp9D1

[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

[andrea costa @andrewmoja]

.@SoSoValueCrypto

[andrea costa @andrewmoja]

@SoSoValueCrypto .

[andrea costa @andrewmoja]

.@SoSoValueCrypto https://t.co/9zNERHfLMg

[SoSoValue @SoSoValueCrypto]

MAG7.ssi Component ETF Flow Watch | 0609

BTC ETFs: -$77.44M Net Inflow
ETH ETFs: -$40.85M Net Inflow
SOL ETFs: +$794.27K Net Inflow
XRP ETFs: +$7.44M Net Inflow

MAG7.ssi:
Multi-Asset in One Token, Capture Crypto Growth with Ease.
Trade MAG7.ssi on SoDEX — powered by an L1 order book:
https://t.co/BYLNRYriFD

#BTC #ETH #SOL #XRP #ETF #Crypto #MAG7ssi #SoDEX

[andrea costa @andrewmoja]

@SoSoValueCrypto .

[andrea costa @andrewmoja]

.@SoSoValueCrypto https://t.co/PWVnJV0H4O

[SoSoValue @SoSoValueCrypto]

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

[andrea costa @andrewmoja]

.@SoSoValueCrypto

[andrea costa @andrewmoja]

@SoSoValueCrypto .

[andrea costa @andrewmoja]

.@SoSoValueCrypto https://t.co/1utgw6YR9r

[SoSoValue @SoSoValueCrypto]

https://t.co/72k7SAhY7S

[andrea costa @andrewmoja]

.@SoSoValueCrypto

[andrea costa @andrewmoja]

@SoSoValueCrypto .

[andrea costa @andrewmoja]

.@SoSoValueCrypto https://t.co/RAagOqVgD6

[SoSoValue @SoSoValueCrypto]

🚨 Last Call for Wave 2 Builders
Wave 2 of the SoSoValue AI Buildathon is almost closing.
Our 8 Wave 2 Product Reviewers are now ready and excited to dive into your submissions — including 4 returning reviewers from Wave 1 and 4 new reviewers joining this round.
Updated products, new ideas, stronger demos — we’re ready to see them.
Submit before the deadline 👇
https://t.co/7Bhz6epoyi
#SoSoValue #SoDEX #Buildathon #AI #AIAgents #OnChainFinance #Web3 #Builder

[andrea costa @andrewmoja]

.@SoSoValueCrypto

[andrea costa @andrewmoja]

@SoSoValueCrypto .