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$SpaceX (SPCX.US)$ Held all 200 shares, didn't sell—now regretting it
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$Microsoft (MSFT.US)$ What’s your cost basis? Why does a small drop feel like the end of the world?
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I asked moomoo AI a forward-looking question that would normally take serious research to answer: how might NVIDIA's strong cash flow influence its dividend policy going forward? The AI came back with a comprehensive answer that tied operating cash flow of $102.7 billion in FY2026 — a 60% year-over-year increase — directly to what it called a significant and ongoing shift toward becoming a more aggressive retur...
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$T-Rex 2X Long Nvidia Daily Target ETF (NVDX.US)$ should i wait for further dip for buy, this level has a good support ?, experts advices welcome
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$Microsoft (MSFT.US)$ is it good time to buy or wait for more dip ?
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🔴 Hot Topic 1: Iran's Ultimatum — Renewed Threats to the Strait of Hormuz Spark Oil Price Surge, Crushing Stocks and Bonds ★★★★★
▸ Core Logic: Trump’s 'Time is running out' ultimatum has been delivered; Ryanair's CFO publicly confirmed flight diversions. The blockade of the Strait of Hormuz has shifted from 'geopolitical speculation' to 'operational reality.' The transmission chain is clear: blockade → disruption in crude oil supply → resurgence of inflation expectations → global bond market sell-off (led by Japanese bonds, US Treasury yields surged to multi-year highs).The most counterintuitive signal is the decline in gold—GLD fell from 427.21 to 416.75, defying the logic of safe-haven assets. The reason is that markets are pricing the Strait of Hormuz situation as an 'inflation shock' rather than a 'traditional safe haven': rising oil prices → expectation of higher real interest rates → reduced attractiveness of gold as a non-interest-bearing asset, mirroring the dynamics during the 2022 energy crisis.Defense stocks didn’t follow the expected script—LMT rose only +0.3%, RTX dropped -2.6%, and NOC fell -1.5%. The market judged this as 'deterrence + negotiation' rather than a ground war, with significant uncertainty surrounding defense orders. With Powell’s term ending on May 16 and Warsh taking over, he faces a hot potato scenario of 3.8% CPI + 6% PPI + collapsing bond markets, further suppressing rate cut expectations.
▸ Key price:
$United States Oil Fund LP (USO.US)$ USO 148.23→149.71...
▸ Core Logic: Trump’s 'Time is running out' ultimatum has been delivered; Ryanair's CFO publicly confirmed flight diversions. The blockade of the Strait of Hormuz has shifted from 'geopolitical speculation' to 'operational reality.' The transmission chain is clear: blockade → disruption in crude oil supply → resurgence of inflation expectations → global bond market sell-off (led by Japanese bonds, US Treasury yields surged to multi-year highs).The most counterintuitive signal is the decline in gold—GLD fell from 427.21 to 416.75, defying the logic of safe-haven assets. The reason is that markets are pricing the Strait of Hormuz situation as an 'inflation shock' rather than a 'traditional safe haven': rising oil prices → expectation of higher real interest rates → reduced attractiveness of gold as a non-interest-bearing asset, mirroring the dynamics during the 2022 energy crisis.Defense stocks didn’t follow the expected script—LMT rose only +0.3%, RTX dropped -2.6%, and NOC fell -1.5%. The market judged this as 'deterrence + negotiation' rather than a ground war, with significant uncertainty surrounding defense orders. With Powell’s term ending on May 16 and Warsh taking over, he faces a hot potato scenario of 3.8% CPI + 6% PPI + collapsing bond markets, further suppressing rate cut expectations.
▸ Key price:
$United States Oil Fund LP (USO.US)$ USO 148.23→149.71...
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