US stocks ticked up today (SPX +0.5%, NDX +0.6%) after Trump announced new talks with Iran, sparking hopes for reopening the Strait of Hormuz. That sent Brent crude down 4.4% to $84/bbl, while 10yr yields eased a bit. Chip names SK Hynix and Samsung dropped on profit-taking, but
One of the worst days for semis all year. Market reacting to:
- China mass-producing its own DUV lithography machines, threatening ASML demand
- NVDA backing OpenAI’s $250B data center, looking circular
- Another $5B into an AI startup, same fear
- China’s 2nd largest IP
🚨 THIS SIGNAL IS STILL PERFECT
First green dorito on $BTC since 2022 just appeared.
Last one nailed the exact bottom 4 years back.
RSI bullish divergence is backing it up now.
New cycle loading.
BREAKING: Global stock market cap is up to 137% of global GDP, near the highest on record.
The ratio has risen +40 percentage points since April 2025, matching the peak levels seen during the 2021 meme stock frenzy.
By comparison, this figure peaked at ~120% before the 200
Most people picture retirement as doing nothing forever.
The real version is still working, just on things you chose, at a pace you set, with the freedom to walk away whenever.