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The conflict in Iran has people fearing an energy crisis.
Crude Oil +8%
Natural Gas +6%
What is happening in the market? What are the effects on inflation and energy security?
US bond yields have shot up, triggering a flight to safety similar to what we saw during the COVID crash.
Even gold and silver sold off 3.5% and 6% respectively.
The closure of the Strait of Hormuz in Iran and the halt of Qatari LNG production, have made oil and natural gas futures go parabolic.
People are worried about inflation, and energy security.
See this thread for how to read and trade this.
$WTI $LNG $WENS $XLE $GLD $SIL $SPX
Operating profits for $MU have exploded.
Gross margins have reached 74% for Micron, given extreme scarcity in memory chips and a push into HBM for AI applications.
The numbers of $MU are out of this world!
Q2 2026 Earnings:
Revenue: $23.86 billion, soaring 196.4% year-over-year. 
Adjusted EPS: $12.20 per share, crushing analyst estimates of $8.66. 
Management provided optimistic Q3 guidance, forecasting revenue around $33.5 billion.
The memory supercycle is far from over.
Despite the earnings beat, Micron is down 3% in the after market..
@Sam_Badawi I think the stock market often overreacts to Google beta launches. This won’t kill $FIG or $ADBE
Look at the history of products that were cancelled by $GOOGL
It’s hard to move the needle in a 3-4T company.
$HYPE becoming the everything exchange. This is the most solid crypto project out there.
Hyperliquid has just started trading $SPX (SP500) perpetuals contracts.
This is the promise of 24/7 low fee global trading.
Recently they have launched contracts for Silver, Gold, and Oil too.
RWAs (real world assets) now make up about 30% of trading volume on the decentralised crypto exchange.
More assets will launch soon, preventing people to shift between multiple brokerage accounts.