★netchan★

about 2 hours ago

netchan123 retweeted

1 day ago

SoSoValue Flash: U.S.–Iran Pause Flare-Up for Qatar Talks, OpenAI Price War Triggers LLM Shakeup 💥 Core Catalyst: The U.S. and Iran paused attacks for June 30 Qatar talks after weekend skirmishes, while OpenAI ignited an LLM price war with half-priced GPT-5.6 models, and the U.S. partially lifted export bans on Claude Mythos 5. 🔍 Key Logic Shifts: 1️⃣ AI High-Level Range: The core thesis is unchanged: AI holds its high-level consolidation. The current hardware/software seesaw signals capital crowding within the tech eco-system rather than a structural sector rotation. 2️⃣ Fed Guidance Volatility: Chair Warsh confirmed the absolute removal of forward guidance at the June FOMC, holding rates at 3.50%–3.75%. With the July 29 meeting just 6 weeks out, every upcoming data print will amplify near-term market volatility. 3️⃣ Enterprise Adoption Boost: GPT-5.6's half-price structure forces an immediate competitive response from Anthropic and Google, while the regulatory clearance of Mythos 5 is poised to accelerate commercial enterprise AI adoption. 📊 Trade Setup: Core: $USTECH-100 | $CL | $XAUT | $BTC MAG7: $NVDA | $AMZN | $GOOGL | $META | $MSFT | $TSLA | $AAPL AI Hardware: $SNDK | $MU | $AMD | $INTC | $TSM

SoSoValueCrypto's tweet photo. SoSoValue Flash: U.S.–Iran Pause Flare-Up for Qatar Talks, OpenAI Price War Triggers LLM Shakeup

💥 Core Catalyst:
The U.S. and Iran paused attacks for June 30 Qatar talks after weekend skirmishes, while OpenAI ignited an LLM price war with half-priced GPT-5.6 models, and the U.S. partially lifted export bans on Claude Mythos 5.

🔍 Key Logic Shifts:
1️⃣ AI High-Level Range: The core thesis is unchanged: AI holds its high-level consolidation. The current hardware/software seesaw signals capital crowding within the tech eco-system rather than a structural sector rotation.
2️⃣ Fed Guidance Volatility: Chair Warsh confirmed the absolute removal of forward guidance at the June FOMC, holding rates at 3.50%–3.75%. With the July 29 meeting just 6 weeks out, every upcoming data print will amplify near-term market volatility.
3️⃣ Enterprise Adoption Boost: GPT-5.6's half-price structure forces an immediate competitive response from Anthropic and Google, while the regulatory clearance of Mythos 5 is poised to accelerate commercial enterprise AI adoption.

📊 Trade Setup:
Core: $USTECH-100 | $CL | $XAUT | $BTC
MAG7: $NVDA | $AMZN | $GOOGL | $META | $MSFT | $TSLA | $AAPL
AI Hardware: $SNDK | $MU | $AMD | $INTC | $TSM

666

30K

8 days ago

11 days ago

🍺CryptoCoinの酒場🍺店長【MASTER】

Who to follow

@SAKABANO_MASTER

Xの中の仮想通貨BARの店長🍺【仮想通貨】が好きなプレイヤーは呑みに来てくれよな👍

アメクマ（AME）🐲

@Masa1009tw1

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netchan123 retweeted

12 days ago

If you see this post you have to repost it for good luck. 🍀

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netchan123 retweeted

PRED

@predofficial

21 days ago

Announcement: Trade WC26 on PRED and "Double your 1st Win". Zero fees & $200k rewards during the WC ⚽️ The World Cup is on PRED. The World Cup is on Base.

16K

131

105K

18 days ago

@SoSoValueCrypto lfg

18 days ago

@SoSoValueCrypto https://t.co/8mz8SbplHV

18 days ago

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

SoSoValueCrypto's tweet photo. 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

981

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73K

18 days ago

19 days ago

@base @majidooo951938 $base

19 days ago

@SoSoValueCrypto https://t.co/s9vBWMCvEb

19 days ago

SoSoValue Flash: Severe Geopolitical Reignited, CPI Holds Steady, Heavy Capex Warnings Trigger Tech Volatility 💥 Core Catalyst: The Middle East situation has sharply re-escalated. Dissatisfied with slow talks, Trump threatened to target Iran's power plants and bridges if a deal isn't signed. Following the downing of a U.S. Apache helicopter, the U.S. launched nearly 4 hours of retaliatory airstrikes, claiming Iran's control capability in the strait was eliminated (which Iran denies). In response, Iran issued stern warnings and the Strait of Hormuz has been fully closed. Iran fired dozens of ballistic missiles and drones at 21 key strategic Gulf targets, including a U.S. base in Jordan. 🔍 Key Logic Shifts: 1️⃣ Macro Risks: Trump's hawkish military threats have fundamentally disrupted the market’s prior baseline assumption that he would avoid reopening active hostilities. However, the macro front received some insulation as the May CPI print arrived broadly in line (with core slightly below expectations). Feared second-round effects from oil pass-through, World Cup distortions, and endogenous inflation failed to materialize. 2️⃣ Liquidity Drain: U.S. equities remain locked in a tug-of-war between macro anxiety and secular AI momentum. On the capital front, the ongoing SpaceX IPO continues to absorb significant institutional liquidity. The trading desk notes a broader decline in secondary market depth, which is amplifying short-term volatility across major indices. 3️⃣ Capex Concerns: AI momentum continues to consolidate at elevated levels during a post-ComputeX catalyst vacuum. While Oracle's post-close earnings and guidance matched consensus, its massive $40 billion equity and debt fundraising blueprint for the next fiscal year reignited fierce market anxieties over over-extended capex. Shares plunged 11% after-hours, acting as a direct drag on tech sentiment. 📊 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

SoSoValueCrypto's tweet photo. SoSoValue Flash: Severe Geopolitical Reignited, CPI Holds Steady, Heavy Capex Warnings Trigger Tech Volatility

💥 Core Catalyst:
The Middle East situation has sharply re-escalated. Dissatisfied with slow talks, Trump threatened to target Iran's power plants and bridges if a deal isn't signed. Following the downing of a U.S. Apache helicopter, the U.S. launched nearly 4 hours of retaliatory airstrikes, claiming Iran's control capability in the strait was eliminated (which Iran denies). In response, Iran issued stern warnings and the Strait of Hormuz has been fully closed. Iran fired dozens of ballistic missiles and drones at 21 key strategic Gulf targets, including a U.S. base in Jordan.

🔍 Key Logic Shifts:
1️⃣ Macro Risks: Trump's hawkish military threats have fundamentally disrupted the market’s prior baseline assumption that he would avoid reopening active hostilities. However, the macro front received some insulation as the May CPI print arrived broadly in line (with core slightly below expectations). Feared second-round effects from oil pass-through, World Cup distortions, and endogenous inflation failed to materialize.
2️⃣ Liquidity Drain: U.S. equities remain locked in a tug-of-war between macro anxiety and secular AI momentum. On the capital front, the ongoing SpaceX IPO continues to absorb significant institutional liquidity. The trading desk notes a broader decline in secondary market depth, which is amplifying short-term volatility across major indices.
3️⃣ Capex Concerns: AI momentum continues to consolidate at elevated levels during a post-ComputeX catalyst vacuum. While Oracle's post-close earnings and guidance matched consensus, its massive $40 billion equity and debt fundraising blueprint for the next fiscal year reignited fierce market anxieties over over-extended capex. Shares plunged 11% after-hours, acting as a direct drag on tech sentiment.

📊 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

16K

440

72K

19 days ago

20 days ago

@SoSoValueCrypto https://t.co/PejNzOmcWU

20 days ago

🚀 Claude just dropped Fable 5 & Mythos 5 — and we want YOUR take. Reply with your honest experience 👇 💬 Share your Fable 5 / Mythos 5 experience below — pros, cons, anything real. 📸 Must include screenshots or video — text-only replies won't qualify. ⏰ Deadline: Friday 18:00 (UTC+8) 🏆 Top 10 by likes + bookmarks = 100 $SOSO each Your signal matters. Let's hear it. 👇

426

53K

20 days ago

@SoSoValueCrypto lfg

21 days ago

@SoSoValueCrypto hi

21 days ago

@SoSoValueCrypto https://t.co/4xtehcRAZR