US stocks ticked up (SPX +0.5%, NDX +0.6%) after Trump announced new talks with Iran, renewing hopes for reopening the Strait of Hormuz. That sent Brent down 4.4% to $84, and 10-year yields eased a bit. SK Hynix and Samsung slid on profit-taking, while AMZN, META, TSLA, RIVN, an
Today might be one of the worst days for semis all year.
The market is reacting to:
- A Chinese state-backed company started mass-producing its own DUV lithography machines, raising worries about less reliance on Western suppliers like ASML
- NVDA backing OpenAI’s new $2
🚨 THIS INDICATOR HAS NEVER MISSED
First green dorito on $BTC since 2022 just showed up.
Last time this happened 4 years ago, it nailed the bottom.
Now RSI bullish divergence is backing it up.
Next cycle is coming.
BREAKING: Global stock market cap is up to 137% of global GDP, near the highest on record.
The ratio has risen +40 percentage points since April 2025, matching the peak levels seen during the 2021 meme stock frenzy.
By comparison, this figure peaked at ~120% before the 200
Most people picture retirement as doing nothing forever.
The real version is still working, just on things you chose, at a pace you set, with the freedom to walk away whenever.
You can totally admire a stock without buying it. Value and quality aren’t the same thing. I won't pay just any price for a great company—only the right one.