Hưng Nguyễn

2 days ago

@SoSoValueCrypto Hi

0

2 days ago

Hi @SoSoValueCrypto https://t.co/KgPWCweksz

3 days ago

Big day for Space X. See views from our research community and check out the brand new RWA Research Hub. 👇

5K

509

123

9

68K

0

2 days ago

0

1

3 days ago

0

4 days ago

@SoSoValueCrypto Hi@SoSoValue Crypto

0

1

4 days ago

Hi @SoSoValueCrypto https://t.co/GClec00SuX

5 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

1K

448

21

67K

0

4 days ago

0

5 days ago

@SoSoValueCrypto Hi

0

5 days ago

Hi @SoSoValueCrypto https://t.co/FU5Uwp875Z

6 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. 👇

8K

1K

427

47

50K

0

2

5 days ago

0

6 days ago

@SoSoValueCrypto Toi thich soso

0

1

6 days ago

Hi @SoSoValueCrypto https://t.co/MAB7eOdhAl

7 days ago

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

9K

1K

487

28

74K

0

6 days ago

0

7 days ago

@SoSoValueCrypto Ok

0

7 days ago

Hi@SoSoValueCrypto @SoSoValueCrypto https://t.co/B8J7qNSsc8

7 days ago

https://t.co/72k7SAhY7S

8K

1K

435

27

51K

0

7 days ago

0

8 days ago

0

9 days ago

@SoSoValueCrypto Hi@SoSoValueCrypto

0

1

9 days ago

Hi@SoSoValueCrypto @SoSoValueCrypto https://t.co/OA2vdkhLKY

10 days ago

🚨 Last Call for Wave 2 Builders Wave 2 of the SoSoValue AI Buildathon is almost closing. Our 8 Wave 2 Product Reviewers are now ready and excited to dive into your submissions — including 4 returning reviewers from Wave 1 and 4 new reviewers joining this round. Updated products, new ideas, stronger demos — we’re ready to see them. Submit before the deadline 👇 https://t.co/7Bhz6epoyi #SoSoValue #SoDEX #Buildathon #AI #AIAgents #OnChainFinance #Web3 #Builder

SoSoValueCrypto's tweet photo. 🚨 Last Call for Wave 2 Builders
Wave 2 of the SoSoValue AI Buildathon is almost closing.
Our 8 Wave 2 Product Reviewers are now ready and excited to dive into your submissions — including 4 returning reviewers from Wave 1 and 4 new reviewers joining this round.
Updated products, new ideas, stronger demos — we’re ready to see them.
Submit before the deadline 👇
https://t.co/7Bhz6epoyi
#SoSoValue #SoDEX #Buildathon #AI #AIAgents #OnChainFinance #Web3 #Builder

20K

2K

716

48

108K

0

9 days ago