Kiên Nguyễn Trung Tabi 🟧

[Kiên Nguyễn Trung Tabi 🟧 @kienterry48]

@SoSoValueCrypto comming

[Kiên Nguyễn Trung Tabi 🟧 @kienterry48]

@SoSoValueCrypto
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[SoSoValue @SoSoValueCrypto]

Anthropic has secretly filed an IPO application with the US SEC.

Explore more key information on SoSoValue https://t.co/0KLEfVkECP via @sosovaluecrypto

[Kiên Nguyễn Trung Tabi 🟧 @kienterry48]

@SoSoValueCrypto

[Kiên Nguyễn Trung Tabi 🟧 @kienterry48]

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[Kiên Nguyễn Trung Tabi 🟧 @kienterry48]

@SoSoValueCrypto
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[SoSoValue @SoSoValueCrypto]

SoSoValue Flash: Trump Tightens Iran Terms to Inject Fresh Uncertainty, Fed Split Eases Macro Strain

💥 Core Catalyst: Truce Extensions & Tehran ShadowsPresident Trump convened a two-hour War Room meeting on Friday, significantly revising and tightening the terms of the Iran MOU. The revised text, which critically alters the "uranium disposal arrangements" and "Hormuz reopening wording," has been sent to Tehran. Iran is expected to take around 3 days to respond, pushing a potential final deal out by "a week or more" and delaying the anticipated normalization of Strait throughput.

🔍 Key Logic Shifts:
1️⃣ Fed Internal Split: Fed Vice Chair Bowman expressed support for retaining dovish rate-cut language in the upcoming June 17 FOMC statement. In the context of a broader hawkish tilt under the "Warsh Era," this internal divide over whether to keep an easing bias provides a temporary sentiment buffer for equity liquidity.
2️⃣ Macro Realignment: While a pause at the June meeting remains the consensus, the macro outlook remains hostage to energy costs. If Tehran rejects Trump's tightened terms and high oil persists, a Q4 hike pivot stays on the table. For now, the market is pricing a framework deal as the baseline but remains highly sensitive to re-escalation risks within the 60-day window.
3️⃣ AI Continuation: The "AI top" debate continues to build, but overwhelming secular tailwinds, solid earnings, and a slightly softer macro environment argue against a full reversal. Volatility is being treated as a correction within an intact uptrend, with capital continuously re-engaging core leadership ahead of new hardware cycles and the upcoming AI IPO wave.

📊 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

[Kiên Nguyễn Trung Tabi 🟧 @kienterry48]

@SoSoValueCrypto

[Kiên Nguyễn Trung Tabi 🟧 @kienterry48]

@SoSoValueCrypto

[Kiên Nguyễn Trung Tabi 🟧 @kienterry48]

@SoSoValueCrypto

[Kiên Nguyễn Trung Tabi 🟧 @kienterry48]

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[Kiên Nguyễn Trung Tabi 🟧 @kienterry48]

@SoSoValueCrypto
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[SoSoValue @SoSoValueCrypto]

SoSoValue Flash: Iran Peace Deal Nears Signature, Fed Maintains Wait-and-See Stance

💥 Core Catalyst: Truce Extensions & Tehran ShadowsA 60-day MOU framework between the U.S. and Iran has been reached, though President Trump has yet to grant final sign-off. While VP Vance indicated that a deal is "close but not yet done," diplomatic efforts are intensifying: Pakistan’s Deputy PM Ishaq Dar is in Washington today (5/29) to meet with Secretary of State Marco Rubio, signaling a high-stakes effort to solidify the peace process.

🔍 Key Logic Shifts:
1️⃣ Macro & Inflation: The April PCE printed at 3.8%, aligning with expectations and showing no signs of second-round inflation pass-through. The market’s near-term Fed path remains unchanged, with policy effectively held in a "wait-and-see" state.
2️⃣ Fed & Policy: With Kevin Warsh now at the helm of the Fed, the central bank maintains a hawkish bias. Persistent high energy costs remain the primary risk factor, keeping the possibility of a Q4 hike on the table should inflation stickiness re-emerge.
3️⃣ AI Portfolio: AI remains the core driver of U.S. equities. Despite the persistent "AI top" debate, strong industry trends, solid earnings, and a lack of macro-shock data support the view that any current price chop is a pullback within a broader uptrend rather than a trend break.

📊 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

[Kiên Nguyễn Trung Tabi 🟧 @kienterry48]

@SoSoValueCrypto

[Kiên Nguyễn Trung Tabi 🟧 @kienterry48]

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[Kiên Nguyễn Trung Tabi 🟧 @kienterry48]

@SoSoValueCrypto
https://t.co/IR5iWMewfL

[SoSoValue @SoSoValueCrypto]

SoSoValue Flash: Iran Deal Denials Muddle Sentiment, Fed & BoJ Pivot Hawkish

💥 Core Catalyst: Truce Extensions & Tehran Shadows
The market’s "peace rally" hit a snag as the White House and Trump administration officially denied the leaked MOU terms regarding sanctions relief and shared control of Hormuz. While both sides remain motivated to resolve the conflict, the transition from back-channel leaks to formal negotiation has proven volatile, leaving oil prices sensitive to every headline.

🔍 Key Logic Shifts:
1️⃣ Fed Pivot: The "Warsh Era" at the Fed has begun with a distinctly hawkish flavor. By signaling support for removing "easing bias" and emphasizing the costs of entrenched inflation, Warsh has effectively shifted market focus toward potential Q4 rate hikes rather than cuts.
2️⃣ BoJ Shift: Governor Ueda’s characterization of the current energy crisis as a "fifth oil shock" has served as a formal warning to markets. With OIS pricing now suggesting a 75% probability of a 25bp hike in June, Japan is moving toward a decisive normalization phase.
3️⃣ AI & Market: AI remains the primary anchor for U.S. equities. While speculative headlines caused semiconductor volatility, the fundamental narrative—fueled by robust hyperscaler capex and NVIDIA’s structural dominance—persists. Markets are currently treating macro-headline "wobbles" as opportunities for consolidation within the broader AI uptrend.

📊 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

[Kiên Nguyễn Trung Tabi 🟧 @kienterry48]

@SoSoValueCrypto

[Kiên Nguyễn Trung Tabi 🟧 @kienterry48]

@SoSoValueCrypto GM

[Kiên Nguyễn Trung Tabi 🟧 @kienterry48]

@SoSoValueCrypto
https://t.co/rH0IKXqCVc

[SoSoValue @SoSoValueCrypto]

🚨SoSoValue Flash: Iran Peace Deal Nears & Memory Stocks Hit $1T Milestone

💥 Core Catalyst: Truce Extensions & Tehran Shadows
A framework deal is crystallizing. Reports confirm narrowing gaps: Iran secures half of its $24B in frozen assets immediately upon signing, with the remainder due in 60 days. Crucially, the U.S. has dropped the demand for direct custody of Iran’s highly-enriched uranium, accepting a third-party arrangement.

🔍 Key Logic Shifts:
1️⃣ Memory Supercycle: A new "Trillion-Dollar" era for memory. Micron (MU) surged 19% as UBS hiked its price target to $1,625, citing a regime change from cyclical volatility to stable, long-term supply agreements; Micron has joined SK Hynix in the $1 trillion market cap club. The launch of 2x leveraged ETFs for Korean chip giants on May 27 further catalyzed this capital rush.
2️⃣ NVIDIA Vera Pivot: NVIDIA’s Vera CPU has officially arrived, outperforming top-tier Intel and AMD x86 processors in independent benchmarks. Designed for "agentic AI" with 1.2TB/s of memory bandwidth, Vera is now the focal point of the AI hardware debate and a key driver of future data center dominance.
3️⃣ Macro Policy: With Kevin Warsh at the helm and a hawkish FOMC tilt, the "macro tug-of-war" persists. Oil is the primary swing factor; should it remain elevated, market pricing will pivot away from H2 cuts toward a potential Q4 hike.

📊 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

[Kiên Nguyễn Trung Tabi 🟧 @kienterry48]

@SoSoValueCrypto

[Kiên Nguyễn Trung Tabi 🟧 @kienterry48]

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[Kiên Nguyễn Trung Tabi 🟧 @kienterry48]

@SoSoValueCrypto
https://t.co/wMY8X2Schj

[SoSoValue @SoSoValueCrypto]

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[Kiên Nguyễn Trung Tabi 🟧 @kienterry48]

@SoSoValueCrypto