To The Moon

While the market eagerly anticipates developments in US-China negotiations and tariff issues, Israel has once again stirred the scene. Sensitive geopolitical factors have made oil prices last week’s biggest winner, as prices quickly rebounded above $65 and began to climb toward $80, approaching the median price range that prevailed during the Biden administration. How the Israel-Iran situation unfolds will introduce significant uncertainty for oil prices and other markets, which have so far remained relatively calm.According to JPMorgan, in the worst-case scenario where the Strait of Hormuz is closed, oil prices could surge to $120 per barrel, though this remains relatively unlikely at present. The bank also believes the fair value for US crude is in the $60–$65 range, as persistently high

US Stock MarketThe $S&P 500(.SPX)$ fell 0.8% to 5982 on Tuesday ET. The benchmark index has been in a tight trading range between a closing level of 5976 and 6045 for the past 8 sessions.  There is resistance at the mid-February all-time high of 6147 and support at the recent low of 5800. 88 of the 500 rose led by Jabil that jumped 9% to a record high after the circuit board maker's results topped estimates and it lifted its forward outlook.  $Verve Therapeutics(VERV)$ shares surged after $Eli Lilly(LLY)$ announced that it would acquire the gene-editing startup for about $1.3 billion. $Oracle(ORCL)$ is up m

$NVIDIA(NVDA)$ Nvidia recently held a conference call with Wall Street analysts that revealed a series of important developments investors shouldn't ignore. Whether you're a long-term shareholder, considering taking profits, or looking to initiate a position in NVDA, these insights may significantly impact your investment thesis. From reshoring its supply chain and investing in America’s AI infrastructure, to capitalizing on sovereign AI demand and grappling with geopolitical headwinds, Nvidia is making strategic moves with long-term implications. Here’s a breakdown of the most critical updates and why they matter to investors. Reshoring the AI Supply Chain: A Costly But Strategic Move Nvidia is aggressively diversifying its supply chain, aiming t