MoslemF 🦅 SuperIntent

@CNPYNetwork

[MoslemF 🦅 SuperIntent @Moslem88fallahi]

@YOM_Official

YOM is a next-decentralized cloud gaming DePIN platform that uses a global network of idle GPUs to deliver AAA gaming on any https://t.co/TdeinueTHD expensive hardware or installs needed. 🌍🎮 It’s backed by big names Capital, Outlier Ventures & Avax Foundation.

[MoslemF 🦅 SuperIntent @Moslem88fallahi]

@SoSoValueCrypto Best project

[MoslemF 🦅 SuperIntent @Moslem88fallahi]

@SoSoValueCrypto https://t.co/gO3pOhFeCv

[SoSoValue @SoSoValueCrypto]

SoSoValue Flash: Trump Brinkmanship De-escalates to Lift Sentiment, SpaceX Capital Unlock Triggers Hardware Rebound

💥 Core Catalyst:
The Middle East geopolitical theater experienced a sudden u-turn. Trump initially declared an imminent full-scale strike on Iran and the immediate seizure of Kharg Island, only to abruptly stand down as the framework text was finalized and approved by Iran's senior leadership. Trump expects a formal signing ceremony shortly in Europe, with VP Vance attending. However, Iran noted that "no final decision has been made" yet; while most of the text is settled, Tehran refuses to compromise on its core red lines, and the draft remains under structural review.

🔍 Key Logic Shifts:
1️⃣ Macro & Yields: Trump's abrupt policy pivot (another rapid TACO) triggered a rapid decompression in risk premiums. Brent crude broke below $90 and the 10Y Treasury yield slipped under 4.5%. However, underlying macro signals remain mixed: the May PPI print arrived slightly hot while core PPI undershot, driven by sticky energy services. Concurrently, weekly jobless claims continue to climb, leaving the Fed stuck in a complex stagflationary "weaker jobs + sticky inflation" bottleneck.
2️⃣ Liquidity & SpaceX: The historic SpaceX IPO is materializing with overwhelming demand. Reports indicate the deal is over 4x oversubscribed with a staggering $100B in retail orders alone, forcing the retail allocation to compress slightly above 20%. Crucially, the expiration of this massive subscription capital lock-up has released vast amounts of idle cash back into the financial system, instantly alleviating the secondary market's recent liquidity drain.
3️⃣ Sector Rotation: Seizing on the newly unlocked dry powder, the highly crowded AI hardware clusters (Memory, CPU, and Foundries) spearheaded a broad-based index rebound. With the broader technology sector in a near-term catalyst vacuum following the conclusion of ComputeX, AI is expected to continue its high-altitude consolidation, while attention swings to the Monday launch of over a dozen 2x leveraged long/inverse SpaceX ETFs from ProShares and Direxion. Additionally, the ECB delivered a well-anticipated 25bp rate hike on Thursday.

📊 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 | $TSM

[MoslemF 🦅 SuperIntent @Moslem88fallahi]

@AMOOHAMED6 @letsCatapult It was very enjoyable to post what you wrote.

[AMOO HAMED @AMOOHAMED6]

🚀 Just joined the @letsCatapult Mindshare Program and I'm excited to climb the leaderboard

There's a $750 Total Prize Pool up for grabs, and the Top 50 performers will be rewarded. The campaign runs from June 11 to June 18, so time is limited!

What I like most are their new Packages:
• Pay $1,000 and get $1,140 in launch credits (instant 14% bonus)
• Significantly cheaper token launches compared to regular
• Higher returns as tokens get traded
• Designed as multi-launch plans with special perks

This is a smart way for creators and communities to launch tokens more efficiently while earning Mindshare rewards by promoting the project

I'm fully in promoting their packages and pushing for a strong position on the leaderboard

Who else has joined the @letsCatapult Mindshare campaign? Drop a comment and let’s grow together
#CatapultTrade #Mindshare #Crypto #TokenLaunch #Web3

[MoslemF 🦅 SuperIntent @Moslem88fallahi]

@SoSoValueCrypto https://t.co/alT26BshPT

[SoSoValue @SoSoValueCrypto]

A useful read on why AI CapEx matters beyond Nvidia. 👇

[MoslemF 🦅 SuperIntent @Moslem88fallahi]

@SoSoValueCrypto Project 1

[MoslemF 🦅 SuperIntent @Moslem88fallahi]

@SoSoValueCrypto https://t.co/HuYeG1P46S

[SoSoValue @SoSoValueCrypto]

SoSoValue Flash: Geopolitical Escalation Shocks Markets, Strong NFP Elevates Hike Pricing, Tech Crowding Liquidates

💥 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.

🔍 Key Logic Shifts:
1️⃣ 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.
2️⃣ Crowded Outflows: Following excessive gains, the tech sector suffered from overcrowded profit-taking. A series of headlines—including softer Broadcom sentiment, Google's completed issuance, Meta's debt plans, and potential memory cuts in NVIDIA's Rubin chips—triggered the selloff.
3️⃣ 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

[MoslemF 🦅 SuperIntent @Moslem88fallahi]

@SoSoValueCrypto

[MoslemF 🦅 SuperIntent @Moslem88fallahi]

@SoSoValueCrypto

[MoslemF 🦅 SuperIntent @Moslem88fallahi]

@DeNetPro
Big

[MoslemF 🦅 SuperIntent @Moslem88fallahi]

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[MoslemF 🦅 SuperIntent @Moslem88fallahi]

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[SoSoValue @SoSoValueCrypto]

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[MoslemF 🦅 SuperIntent @Moslem88fallahi]

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[MoslemF 🦅 SuperIntent @Moslem88fallahi]

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[SoSoValue @SoSoValueCrypto]

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[MoslemF 🦅 SuperIntent @Moslem88fallahi]

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[SoSoValue @SoSoValueCrypto]

SoSoValue Flash: Severe Middle East Clash Shocks Peace Talks, Section 301 Tariff Revival Adds Macro Tail-Risk

💥 Core Catalyst: Truce Extensions & Tehran Shadows
The geopolitical landscape suffered a severe whipsaw just as Trump signaled that U.S.–Iran talks were heading toward a potential weekend deal (with an immediate Hormuz reopening upon signing). The most serious military clash since the April ceasefire erupted as Iranian missiles and drones struck the U.S. naval base in Bahrain and Kuwait's civilian airport, suspending all Kuwaiti flights. In a heavy retailation, the U.S. launched major airstrikes on southern Iran, heavily targeting Qeshm Island—the critical chokepoint at the mouth of Hormuz.

🔍 Key Logic Shifts:
1️⃣ Tariff & Regulation: A major policy headwind re-emerged as the USTR announced plans to impose 10% to 12.5% tariffs on imports from 60 trading partners under Section 301. This serves as the administration's pivot after the Supreme Court struck down previous emergency tariff orders. Written comments close July 6, with public hearings scheduled for July 7, injecting fresh trade-war friction into macro pricing.
2️⃣ Macro & Fed Path: The May ISM Services PMI beat expectations and the May ADP print came in slightly above forecasts, underscoring a highly resilient U.S. labor market. This economic firming solidifies the Fed's pause for the June meeting. However, with the physical conflict in Iran keeping energy tape hot, a persistent oil shock keeps the door wide open for a potential Q4 tightening pivot.
3️⃣ AI Hardware FOMO: AI remains the non-negotiable anchor of the equity market. Investors are actively absorbing heightened volatility and doubling down on hardware crowding. While the imminent SpaceX IPO and accelerating pipelines for Anthropic continue to turn mega-cap Big Tech into a source of capital liquidity outflows, structural hardware demand keeps the sector's FOMO intact.

📊 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

[MoslemF 🦅 SuperIntent @Moslem88fallahi]

@SoSoValueCrypto

[MoslemF 🦅 SuperIntent @Moslem88fallahi]

@SoSoValueCrypto https://t.co/BAYdfqeYLD

[SoSoValue @SoSoValueCrypto]

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[MoslemF 🦅 SuperIntent @Moslem88fallahi]

@SoSoValueCrypto

[MoslemF 🦅 SuperIntent @Moslem88fallahi]

@DeNetPro
Perfect

[Action Model @ActionModelAI]

History will remember this decade for one thing:

Who owned AI, and what they chose to do with it.