I like to live life like a gentle poem. I love drinking coffee, growing flowers, reading, and traveling, enjoying every ordinary yet wonderful day. I believe li
@TedPillows Currently, the main driver appears to be risk aversion stemming from the escalating situation in Iran, leading to short-term safe-haven flows.
The future market outlook depends on whether the conflict will escalate further; significant short-term volatility is expected.
⚠Midday Market Commentary
The market saw mixed performance today, with significant divergence between gains and losses.
Crude oil prices have fallen by more than 10% this week, but even after the correction, they are still up over 40% from pre-conflict levels. High energy costs continue to put pressure on the global economy.
Analysts believe that without stronger policy support, short-term intervention alone will be unlikely to reverse the overall trend. $AI
Morning Market Brief
Why are some stocks rising despite the Iran conflict?
AI rally is overpowering geopolitical risks. Strong global AI infrastructure demand keeps semiconductor chips red-hot.
Long-term AI > short-term geopolitics.
Stay cautious.
#AI#Semiconductors#Stocks
⚠Midday Briefing:
All three major indices hit new highs today. News of the US nearing a peace deal with Iran boosted risk sentiment, causing oil prices to drop sharply and lifting global stocks.
Stay cautious on the outlook.
⚠Morning Briefing:
US semiconductor stocks surge across the board crude oil falls below $90 silver soars VIX falls to its lowest point in three months the US-Iran war may still restart or descend into a prolonged state of uncertainty $AMD
@GAndersonTrades First: Strong financial performance
Second: The rise of AI
Third: HBM's supply
Fourth: Business expansion
However caution is advised regarding the current AI bubble; the rating is currently too high and not suitable for chasing the rally.
@EthanCole00@pelositracker I completely agree with your point of view. What's scarce is the right timing and the ability to execute. It was a pleasure chatting with you, and I hope we can continue to communicate.
@EthanCole00@pelositracker Yes, I admit that you can win if you have inside information, but you also need sufficient capital to reap substantial profits, right?
⚠Oil stayed high.
Iran stayed unresolved.
U.S. stocks still closed back near record highs.
Nearly all of that confidence is still sitting in the same AI leadership trade — and that narrowing concentration should not be ignored.
$SPY $QQQ $NVDA $AMD $PLTR
@EthanCole00@pelositracker I think everyone has their own ideas and I can't convince anyone; I'm just executing trades according to my own perspective.