Oracle, Broadcom, Ciena โ 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 ๐
Oracle, Broadcom, Ciena โ 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 ๐
๐ Claude just dropped Fable 5 & Mythos 5 โ and we want YOUR take.
Reply with your honest experience ๐
๐ฌ Share your Fable 5 / Mythos 5 experience below โ pros, cons, anything real.
๐ธ Must include screenshots or video โ text-only replies won't qualify.
โฐ Deadline: Friday 18:00 (UTC+8) ๐ Top 10 by likes + bookmarks = 100 $SOSO each
Your signal matters. Let's hear it. ๐
๐ Claude just dropped Fable 5 & Mythos 5 โ and we want YOUR take.
Reply with your honest experience ๐
๐ฌ Share your Fable 5 / Mythos 5 experience below โ pros, cons, anything real.
๐ธ Must include screenshots or video โ text-only replies won't qualify.
โฐ Deadline: Friday 18:00 (UTC+8) ๐ Top 10 by likes + bookmarks = 100 $SOSO each
Your signal matters. Let's hear it. ๏ฟฝ๏ฟฝ
SoSoValue Flash: Geopolitical Escalation Shocks Markets, Strong NFP Elevates Hike Pricing, Tech Crowding Liquidates
๐ฅ Core Catalyst:
Israel's strike on Beirut breached Trump's red line, triggering the most severe exchange of ballistic missiles and retaliatory airstrikes between the U.S. and Iran since the April ceasefire. Trump called for restraint and a return to talks. Concurrently, the massive May NFP beat paired with uncertain negotiation speed lifted market rate-hike expectations.
๐ Key Logic Shifts:
1๏ธโฃ Macro & Fed: Strong employment data deflated Fed rate-cut justifications, pushing Treasury yields higher and forcing the market to price in hike possibilities. The Fed is expected to hold in June, but a Q4 pivot to tightening remains on the table if oil stays elevated.
2๏ธโฃ Crowded Outflows: Following excessive gains, the tech sector suffered from overcrowded profit-taking. A series of headlinesโincluding softer Broadcom sentiment, Google's completed issuance, Meta's debt plans, and potential memory cuts in NVIDIA's Rubin chipsโtriggered the selloff.
3๏ธโฃ AI & Volatility: With ComputeX concluded, AI is entering a range-bound consolidation period due to a near-term catalyst vacuum. This week's core volatility drivers include Wednesday's CPI, Thursday's PPI, Oracle's earnings, and Friday's SpaceX IPO.
Trade Setup (SoDEX Assets to Watch):
Core: $USTECH-100 | $CL (Crude) | $XAUT | $BTC
MAG7: $NVDA | $AMZN | $GOOGL | $META | $MSFT | $TSLA | $AAPL
AI & SPAC: $SNDK | $MU | $AMD | $INTC | $SPAC
SoSoValue Flash: Geopolitical Escalation Shocks Markets, Strong NFP Elevates Hike Pricing, Tech Crowding Liquidates
๐ฅ Core Catalyst:
Israel's strike on Beirut breached Trump's red line, triggering the most severe exchange of ballistic missiles and retaliatory airstrikes between the U.S. and Iran since the April ceasefire. Trump called for restraint and a return to talks. Concurrently, the massive May NFP beat paired with uncertain negotiation speed lifted market rate-hike expectations.
๐ Key Logic Shifts:
1๏ธโฃ Macro & Fed: Strong employment data deflated Fed rate-cut justifications, pushing Treasury yields higher and forcing the market to price in hike possibilities. The Fed is expected to hold in June, but a Q4 pivot to tightening remains on the table if oil stays elevated.
2๏ธโฃ Crowded Outflows: Following excessive gains, the tech sector suffered from overcrowded profit-taking. A series of headlinesโincluding softer Broadcom sentiment, Google's completed issuance, Meta's debt plans, and potential memory cuts in NVIDIA's Rubin chipsโtriggered the selloff.
3๏ธโฃ AI & Volatility: With ComputeX concluded, AI is entering a range-bound consolidation period due to a near-term catalyst vacuum. This week's core volatility drivers include Wednesday's CPI, Thursday's PPI, Oracle's earnings, and Friday's SpaceX IPO.
Trade Setup (SoDEX Assets to Watch):
Core: $USTECH-100 | $CL (Crude) | $XAUT | $BTC
MAG7: $NVDA | $AMZN | $GOOGL | $META | $MSFT | $TSLA | $AAPL
AI & SPAC: $SNDK | $MU | $AMD | $INTC | $SPAC
1/ ๐ On September 4 at 12:30 PM UTC, the U.S. will release Initial Jobless Claims โ a closely watched weekly read on the labor market.
More macro event previews
๐ https://t.co/WUzmsswmf9
What is it exactly, and how might it affect crypto? ๐๐งต#macropreview#sosovalue
๐จ 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 โ including 4 returning reviewers from Wave 1 and 4 new reviewers joining this round.
Updated products, new ideas, stronger demos โ weโre ready to see them.
Submit before the deadline ๐
https://t.co/7Bhz6epoyi
#SoSoValue #SoDEX #Buildathon #AI #AIAgents #OnChainFinance #Web3 #Builder
๐จ 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 โ including 4 returning reviewers from Wave 1 and 4 new reviewers joining this round.
Updated products, new ideas, stronger demos โ weโre ready to see them.
Submit before the deadline ๐
https://t.co/7Bhz6epoyi
#SoSoValue #SoDEX #Buildathon #AI #AIAgents #OnChainFinance #Web3 #Builder