Ross_Macro_Trading

Hedge Fund Founder, Founder of Gongxing Academy, Partner at Morning Cloud Asset Management

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- Ross_Macro_TradingRoss_Macro_Trading
  ·07:31
  ‘I was asked by Saudi Arabia, Qatar, UAE, some others, if we could put it off for 2 or 3 days’，Trump on Iran attack ‘We were getting ready to do a very major attack tomorrow’ ‘I have put it off for a little while. Hopefully, maybe forever, but possibly, for a little while’
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- Ross_Macro_TradingRoss_Macro_Trading
  ·05-18 03:45
  Hope everyone enjoy[得意] Thank you@TigerClub
  Ross Dong's H2 2026 Playbook — Fed Pivot, AI Hardware Supercycle & Gold
  @TigerClub：
  Speaker: Ross Dong @Ross_Macro_Trading (Founder of Gongxing Academy, Partner at Morning Cloud Asset Management) Live Date: May 12, 2026 ( Review Link>>) @Ross Macro Trading 🎯 3 Key Takeaways Fed pivot is coming. Market underpricing aggressive rate cuts in H2; AI is a structural deflationary force. AI = hardware cycle. Memory & optics are in a supply-tight supercycle; software faces disruption. Rotate, don’t chase. Balance AI/Tech with neglected cyclicals (airlines, cruise lines) and gold. 🏛️ The 5 Strategic Pillars # Pillar Co
  Ross Dong's H2 2026 Playbook — Fed Pivot, AI Hardware Supercycle & Gold
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- Ross_Macro_TradingRoss_Macro_Trading
  ·05-16
  The Senate Banking Committee advanced the Clarity Act to the full Senate floor. If passed, this is a massive regulatory catalyst and a huge win for the crypto and stable-coin sectors. $Coinbase Global, Inc.(COIN)$ $Circle Internet Corp.(CRCL)$ $比特币ETF-iShares(IBIT)$
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- Ross_Macro_TradingRoss_Macro_Trading
  ·05-16
  Trump just filed 3,600+ stock transactions covering January to late March 2026. The President is clearly obsessed with the stock market, expect an even crazier money grab ahead of the midterms. Investors worldwide probably owe him a thank-you note. His relentless buying and longing are single-handedly 'Making America Great Again' for the stock market. $英伟达(NVDA)$ $特斯拉(TSLA)$ $甲骨文(ORCL)$ $好市多(COST)$ $微软(MSFT)$
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- Ross_Macro_TradingRoss_Macro_Trading
  ·05-13
  Jensen Huang boarded Air Force One at the very last minute, bound for China. $英伟达(NVDA)$
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- Ross_Macro_TradingRoss_Macro_Trading
  ·05-10
  We are seeing a parabolic move in INTC as it emerges as a primary beneficiary of the AI boom. The stock price is just insane. $英特尔(INTC)$ $iShares费城交易所半导体ETF(SOXX)$ $半导体指数ETF-HOLDRs(SMH)$
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- Ross_Macro_TradingRoss_Macro_Trading
  ·05-10
  The S&P 500 has gone into a near-vertical ascent since the end of March. $标普500(.SPX)$ $纳斯达克(.IXIC)$
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- Ross_Macro_TradingRoss_Macro_Trading
  ·05-10
  The BOJ is back in the market stepping in to prop up the JPY.
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- Ross_Macro_TradingRoss_Macro_Trading
  ·05-10
  The Fed has been pumping liquidity into the market for the past quarter.
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- Ross_Macro_TradingRoss_Macro_Trading
  ·05-10
  It’s been a crazy ride, particularly within the AI hardware and optoelectronics space. $AXT Inc(AXTI)$ $Applied Optoelectronics Inc.(AAOI)$ $闪迪(SNDK)$ $Aehr Test Systems(AEHR)$ $美光科技(MU)$
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Ross_Macro_Trading

Ross Dong's H2 2026 Playbook — Fed Pivot, AI Hardware Supercycle & Gold

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