Nah Fhey

Tool maker | Philosopher | Systems Ethicists | Independent AI researcher

[Nah Fhey @FheyNah]

Gold is back testing the $4,000 level today 👀

It dipped below last week as markets priced in Fed rate hike risks amid sticky inflation and a stronger dollar.

Now it's rebounding... but is $4k the new floor or just temporary support?

Long-term bullish case remains strong thanks to central bank buying.

What's your view — buying this dip or staying on the sidelines? 👇

https://t.co/8yEa7098tP

#Gold #XAUUSD #Markets

[Nah Fhey @FheyNah]

Full analysis + key market levels here:
https://t.co/tkoaMRvEeZ

[Nah Fhey @FheyNah]

🚨 Markets completely ignored this weekend’s Gulf escalation.

US strikes → Iranian retaliation on Bahrain & Kuwait + threats in the Strait of Hormuz.

Yet oil didn’t spike, gold eased, and equities bounced back fast.

The market is betting hard on a quick stand-down.

Will the Doha talks tomorrow confirm it?

What do you think? 👇

[Nah Fhey @FheyNah]

https://t.co/qeALiBwAu3 this if you trade energy or macro risk

[Nah Fhey @FheyNah]

Ceasefire still holding… but the war premium is back. US strikes on Iran this weekend + Iranian drone/missile response targeting Bahrain & Kuwait. Another vessel hit inside the Strait of Hormuz. Markets were closed — Monday’s open is the first real test. Crude, gold & silver now have fresh upside risk. Big gap up in oil or a fade? What are you watching?

[Nah Fhey @FheyNah]

The signed truce can cool headlines but it can’t secure contested waters like Hormuz. Ships are already avoiding the route. Tehran is threatening to walk away from talks. This isn’t all-out war, but it’s enough to reprice geopolitical risk fast. Full breakdown + what matters for Monday’s open here ↓

[Nah Fhey @FheyNah]

🔥 Markets shifting fast this week:

The "war premium" in oil has completely drained out after Middle East de-escalation. Brent crude is now sitting near $73 its lowest level in ~4 months.

Meanwhile, the AI/semiconductor trade hit a wall: violent swings, US chip index down ~8% in one session, and Nasdaq -4.6% on the week. OpenAI reportedly delaying its IPO to 2027 added extra pressure.

Rate-driven rotation out of expensive growth stocks?

Full breakdown here 👇

https://t.co/YOoRYWeZFp

What are you watching most right now, AI stocks correcting, energy, or rates? Drop your take below 👀

#Markets #AI #Oil #Semiconductors

[Nah Fhey @FheyNah]

Full analysis + key takeaways here:

https://t.co/eHVkqDGPL6

Hot print removed the worst-case tail risk but didn’t change the underlying inflation regime. Narrow leadership and geopolitics are the threads to watch.

[Nah Fhey @FheyNah]

PCE just hit a 3-year high at 4.1% YoY.

Markets shrugged it off — yields eased and the dollar slipped.

Is sticky inflation now fully priced in as the base case?

What’s your take? 👇

https://t.co/eHVkqDGPL6

[Nah Fhey @FheyNah]

Micron just dropped a record quarter on explosive AI demand and chip stocks reversed their selloff with a sharp jump 📈

But the rate squeeze never stopped: Gold < $4,000, silver under $60, crude at multi-year lows, and the dollar at a 1-year high 💥

Temporary AI relief or will rates reassert control?

Full breakdown + key levels here 👇

https://t.co/sJbt5KIQ5u

What do you think, AI buildout still in early innings or rates win this round?
#MU #Micron #Semiconductors #AI #Markets

[Nah Fhey @FheyNah]

Higher-for-longer finally reached the AI trade https://t.co/MtaS2i5CYX

[Nah Fhey @FheyNah]

Gold and silver gave back the war bid in a single session https://t.co/b246oVfLbJ

[Nah Fhey @FheyNah]

@theo How do you unlock matrix mode?

[Nah Fhey @FheyNah]

Pleased to share: my proposal for Federal Rule of Evidence 615.1 (Differential Information Tribunal) was docketed as 26-EV-1 and is now public.
Same informational-asymmetry problem that plagues coordinated trials also shows up in AI agent systems. Excited to explore the governance overlap.