Abubakar M hashim

Crypto currency 💱

[Abubakar M hashim @babanigfs]

@0xDekadente 8TKkMZs4ZJBcGV9WXuiZfsdwWBG7roGE3GBRUCVRBJJ7

[Abubakar M hashim @babanigfs]

@SoSoValueCrypto T

[Abubakar M hashim @babanigfs]

@SoSoValueCrypto

[Abubakar M hashim @babanigfs]

@SoSoValueCrypto https://t.co/lpq3Flv7u0

[SoSoValue @SoSoValueCrypto]

Big day for Space X.

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

[Abubakar M hashim @babanigfs]

@SoSoValueCrypto 💵💵💵💵💵💵

[Abubakar M hashim @babanigfs]

@GRMNetwork_M https://t.co/OVmXknnF4Y

[Abubakar M hashim @babanigfs]

@SoSoValueCrypto ✌️🔥

[Abubakar M hashim @babanigfs]

@SoSoValueCrypto

[Abubakar M hashim @babanigfs]

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[Abubakar M hashim @babanigfs]

@SoSoValueCrypto

[Abubakar M hashim @babanigfs]

@SoSoValueCrypto https://t.co/Aq97h52eeM

[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

[Abubakar M hashim @babanigfs]

@SoSoValueCrypto

[Abubakar M hashim @babanigfs]

@SoSoValueCrypto 🦅🦅🦅

[Abubakar M hashim @babanigfs]

@SoSoValueCrypto

[Abubakar M hashim @babanigfs]

@SoSoValueCrypto

[Abubakar M hashim @babanigfs]

@SoSoValueCrypto 🔥💹

[Abubakar M hashim @babanigfs]

@SoSoValueCrypto

[Abubakar M hashim @babanigfs]

@SoSoValueCrypto https://t.co/uDuPDW76lV

[SoSoValue @SoSoValueCrypto]

SoSoValue Flash: Iran Peace Deal Nears Signature, Fed Maintains Wait-and-See Stance

💥 Core Catalyst: Truce Extensions & Tehran ShadowsA 60-day MOU framework between the U.S. and Iran has been reached, though President Trump has yet to grant final sign-off. While VP Vance indicated that a deal is "close but not yet done," diplomatic efforts are intensifying: Pakistan’s Deputy PM Ishaq Dar is in Washington today (5/29) to meet with Secretary of State Marco Rubio, signaling a high-stakes effort to solidify the peace process.

🔍 Key Logic Shifts:
1️⃣ Macro & Inflation: The April PCE printed at 3.8%, aligning with expectations and showing no signs of second-round inflation pass-through. The market’s near-term Fed path remains unchanged, with policy effectively held in a "wait-and-see" state.
2️⃣ Fed & Policy: With Kevin Warsh now at the helm of the Fed, the central bank maintains a hawkish bias. Persistent high energy costs remain the primary risk factor, keeping the possibility of a Q4 hike on the table should inflation stickiness re-emerge.
3️⃣ AI Portfolio: AI remains the core driver of U.S. equities. Despite the persistent "AI top" debate, strong industry trends, solid earnings, and a lack of macro-shock data support the view that any current price chop is a pullback within a broader uptrend rather than a trend break.

📊 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

[Abubakar M hashim @babanigfs]

@SoSoValueCrypto 💵💵💵💵

[Abubakar M hashim @babanigfs]

@SoSoValueCrypto