Delwal23 🌶️ @delwal23 - Twitter Profile

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 👇

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delwal23 retweeted

Celia Wallet

@CeliaWallet

2 months ago

We heard you, Nigeria 🇳🇬 Direct Naira Deposits & Withdrawals are coming to Celia. Drop a 🔥 if you're ready!

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Delwal23 🌶️ @delwal23

2 months ago

https://t.co/C5j6zK7Hdq

Celia Wallet

@CeliaWallet

2 months ago

We heard you, Nigeria 🇳🇬 Direct Naira Deposits & Withdrawals are coming to Celia. Drop a 🔥 if you're ready!

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Delwal23 🌶️ @delwal23

2 months ago

@SoSoValueCrypto Amezing

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Delwal23 🌶️ @delwal23

2 months ago

@SoSoValueCrypto https://t.co/Loj0fO6idu

SoSoValue

@SoSoValueCrypto

2 months ago

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

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Delwal23 🌶️ @delwal23

2 months ago

@SoSoValueCrypto

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Delwal23 🌶️ @delwal23

2 months ago

@SoSoValueCrypto https://t.co/LyWkrzQnqU

SoSoValue

@SoSoValueCrypto

2 months ago

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

SoSoValueCrypto's tweet photo. 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

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delwal23 retweeted

CLAIM YOUR SHARE $CYS

@claimyshare

2 months ago

TECHNICAL MAINTENANCE COMPLETE. The platform is now running better than ever. Performance improved. Stability improved. Infrastructure upgraded. And now the countdown begins. Only 7 days remain until the end of the claim period. All users have a total of 10 days to request their $CYS allocation. After the claim window closes, unclaimed allocations will no longer be available. Important: On-chain $CYS withdrawals will become available on June 10.

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Delwal23 🌶️ @delwal23

2 months ago

https://t.co/TdnucvdBgv

Celia Wallet

@CeliaWallet

2 months ago

https://t.co/SvPT65nDxl

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Delwal23 🌶️ @delwal23

2 months ago

@SoSoValueCrypto Go..

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Delwal23 🌶️ @delwal23

2 months ago

@SoSoValueCrypto https://t.co/ebZMpYjacx

SoSoValue

@SoSoValueCrypto

2 months ago

🚨 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