A little introduction to what I do can set the ball rolling. What's your take on this piece of art, is it in its barest form or its the real deal.
The Client thinks it's a deal breaker for her price fee. What's your take?
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
Over the past few months, building and empowering young creatives has been a rewarding success towards the enrichment or their entereprenuaral and cognitive skill. Happy to say that Yarkys Emporium as a hub for young creatives has remained steadfast on this course.
@ruffydfire Man is just running from pillar to polls with his meaningless words, and now the allegations that they hacked the system. Like Bros you get mind oo
Having to recreate this piece there by owning it, though quite very minimal in size, it feeds off a mood everytime I stare at it. This one can hang nicely by your work corner. Ready and available to be picked for #30,000 naira only.