To The Moon

Hi, tigers 👋 If you opened your trading app saw oil back above $110, you probably did a double take. Over the past week, Brent crude has surged nearly 30%, marking one of the sharpest rallies since the early days of the Russia-Ukraine conflict in 2022. The catalyst behind this move is fairly clear: the rapid escalation of tensions between the U.S. and Iran, combined with near paralysis in shipping through one of the world’s most critical energy chokepoints — the Strait of Hormuz. But when oil prices spike at this scale, the story quickly stops being just about the energy market.It rapidly becomes a macro narrative, a rates market story, and ultimately a U.S. stock market story. So the real question investors should be asking is not simply why oil is rising, but rather: What could this mean

Since 2025, the U.S. AI rally has sent shockwaves through global capital markets. From computing chips to cloud infrastructure, from large language models to AI agents, the U.S. stock market’s “Magnificent Seven” ($Apple(AAPL)$ , $Microsoft(MSFT)$ , $Alphabet(GOOG)$ , $Amazon.com(AMZN)$ , $NVIDIA(NVDA)$ , $Meta Platforms, Inc.(META)$ , $Tesla Motors(TSLA)$ ) have become the center of attention. At the same time, debate over whether an “AI bubble” has already formed has grown increasingly intens