$Industrial Select Sector SPDR Fund(XLI)$$iShares U.S. Transportation ETF(IYT)$$SPDR Gold Shares(GLD)$$SPDR S&P 500 ETF Trust(SPY)$ 🖌️ Markets are brushing off a 30% tariff threat, but they’re missing the escalation: tomatoes, copper, and judicial brinkmanship are converging into a full-spectrum trade reset. This isn’t 2018 redux. It’s 2025’s volatility cocktail, with salad, semiconductors, and systemic risk all on the chopping block! 🍅🌮📈Tomato Tariffs, Taco Tensions, and Trump’s Trade Trap That Could Snap the System📈🌮🍅 📍 Tariff Tsunami: Not Just Bluff Anymore On 12Jul25, Trump confirmed a 30% tariff on EU and Mexican
$ASML Holding NV(ASML)$$Taiwan Semiconductor Manufacturing(TSM)$$Applied Materials(AMAT)$ 🎯⚙️🧠 $ASML: The Chokepoint of AI, Where the Next Decade Begins 🧠⚙️🎯 I’m not here to hype another chip name. I’m focused on the machine behind the machines. ASML isn’t just part of the AI revolution, it’s the choke point, controlling the tools every advanced chip needs to be born! Earnings drop Wednesday, 17Jul25 BMO, in a week that could reshape tech sentiment. CPI hits Tuesday, PPI lands Wednesday, the Fed enters blackout Friday, and $NFLX and $TSMC headline earnings. I’m not chasing AI fluff, I’m positioning upstream. 📡 What ASML Actually Does ASML builds the world’s most
$iShares Bitcoin Trust ETF(IBIT)$$Strategy(MSTR)$$CME Bitcoin - main 2507(BTCmain)$ 🧠 Bitcoin: When Money Gets Harder Than Work 💼🪙 It now takes 4,114 hours of full-time work at the average U.S. wage to afford 1 $BTC. That’s 514 working days, nearly 1 year and 10 months. And globally? 🇳🇿 6,053 hours or 757 working days in New Zealand 🇦🇺 5,090 hours or 636 working days in Australia 🇸🇬 4,746 hours or 593 working days in Singapore When one asset absorbs multiple years of labour across advanced economies, it’s no longer just appreciating; it’s redefining value itself. But with the price of 1 $BTC now at $117,452, most investors are no longer buying coins. They’
$Unity Software Inc.(U)$$AppLovin Corporation(APP)$$Palantir Technologies Inc.(PLTR)$ 🎯 Unity: From Gaming Engine to Market Ignition Most traders still think Unity is a gaming stock. That’s why they’re missing what this actually is, an AI-era infrastructure pivot hidden inside a misunderstood chart. And just like Palantir in 2023, Unity is being priced off the past while positioning itself for an entirely different future. 🐋 The whales see it. 📊 The volume confirms it. 📈 The chart is already shouting it. 📉 Insiders Sell. Whales Write Floor. Institutions Stack. On 10Jul25, a whale stepped in and sold 1,000 contracts of $30 puts expiring 18Jun26, for $715K in collect
$Tesla Motors(TSLA)$$Palantir Technologies Inc.(PLTR)$$NVIDIA(NVDA)$ ⚡🚘 Tesla’s Grand Bet on Grok 4: The $1T Asymmetry of AI, Autonomy, and Industrial Intelligence 🚘⚡ 🚀 Tesla ended the week at a ~$1T market cap, briefly reclaiming its status as a trillion-dollar titan. For most firms, this is the summit. For Tesla, it’s a launchpad! 🚀 The market is pivoting toward transformative growth, and Tesla’s narrative transcends automobiles. This isn’t a car company chasing earnings; it’s a public laboratory for convergence. Autonomy, robotics, and energy aren’t just business lines; they’re the framework for a new industrial paradigm. Enter the Asymmetric Vision Premium:
$IBITX Software Inc.(IBXS)$$iShares Ethereum Trust ETF(ETHA)$$Coinbase Global, Inc.(COIN)$ Bitcoin is pressing beneath $120K with RSI(6) at 78.9 and MACD climbing steadily. The AO cycle model just triggered its fourth historical bull run signal, matching setups seen in 2013, 2017, and 2021. Price structure is intact, momentum is expanding, and institutional alignment is stronger than ever. Ethereum reclaimed all major weekly MAs at $2,916, with RSI rising and MACD printing green for a sixth week in a row. SBET holds 198K ETH and completed a 10K OTC deal with the Ethereum Foundation. BTBT sold BTC to accumulate over 100K ETH. BTCT launched an ETH reserve, and DF
$NVIDIA(NVDA)$$YIELDMAX NVDA OPTION INCOME STRATEGY ETF(NVDY)$$Direxion Daily NVDA Bull 2X Shares(NVDU)$ 🤖📈💰 The Operating System of the Future: Nvidia’s $4T Global AI Stack 💰📈🤖 Nvidia’s latest milestone isn’t just financial. It’s philosophical. On 09Jul25, Nvidia became the first company in history to close with a market cap above $4 trillion. In doing so, it surpassed the entire German stock market, valued at $3.089T. Germany isn’t just Europe’s industrial engine. It’s a proxy for advanced capitalism. Now Nvidia, with just 36,000 employees, is worth nearly $1 trillion more. As David Crowther put it: “According to my ChatGPT query, which was likely powered by
$Oscar Health, Inc.(OSCR)$$Hims & Hers Health Inc.(HIMS)$$DLocal Limited(DLO)$ 📉⚖️💥 Oscar Health’s Asymmetric Set-Up: Regulatory Noise, Structural Strength, and 20x Valuation Math 💥⚖️📉 $OSCR has plunged -30% this week after a downgrade from Wells Fargo, yet the broader investment thesis remains sharply asymmetric. I’m tracking this closely, not because I hold a large position, but because the dislocation between price and intrinsic value is now so extreme, it demands deeper scrutiny. Let’s walk through the structural, fundamental, and technical case for Oscar Health as a generational re-rating opportunity mispriced by political fear. 🧬 Structural Tailwinds a
$SPDR S&P 500 ETF Trust(SPY)$$S&P 500(.SPX)$$Invesco QQQ(QQQ)$ 🚨🇺🇸📉 Powell’s Swan Song? Fed Under Fire, Tariffs Surge, and $SPY Guts Show Put-Heavy Panic 📉🇺🇸🚨 The macro chessboard just flipped! On 11Jul25, markets digested what might be the most chaotic 24 hours in Powell’s tenure: a potential resignation by the Fed Chair himself, blistering critiques from inside and outside the government, a tariff-triggered inflation spiral, and a bond market flashing red. This isn’t a rate cut story anymore; this is institutional mayhem. 🏛️ Powell’s Palace and the Billion-Dollar Beehive The Office of Management and Budget dropped a bombshell letter to Chairman Powell,
$Tesla Motors(TSLA)$$Microsoft(MSFT)$$Alphabet(GOOGL)$ 📈🧠The Prompt Revolution: Inside Grok 4, ChatGPT, and the $300B AI Arms Race🚨💡 What started as a coder’s dream has exploded into an intellectual movement. ChatGPT now serves 500 million monthly active users, yet what people are asking has changed dramatically. In just one year, software development prompts fell from 44% to 29%, while economics, finance, and history prompts surged. The world’s not just building with AI anymore, it’s thinking with it. 💡Prompt Patterns: From Code to Cognition Software development still leads with a 29% share of prompts. But its decline signals maturity, not drop-off. Developer