$台积电 (TSM.US)$ 買进325 call hope it can rebound

$Crude Oil Futures (APR6) (CLmain.US)$ what with the sudden surge?

$Alphabet-C (GOOG.US)$ Is google even a good stock to invest in? Seems very hardstuck

$Bitcoin (BTC.CC)$ 🤣🤣 Trump keeping banks out from crypto but begging for big investments in crypto what a clown
And since when has Trump cared about the financial health of the American people

Hello, moo friends!
Over the weekend, I saw this picture in my social feed, which instantly reminded me of the plotline involving Ding Xie in the drama 'The Greed of Man.'
The market panic triggered by the current situation in Iran may be repeating a classic scenario from 30 years ago.
“It’s impossible for the market to rise; how can it rise during a war?” This kind of “intuitive” panic is actually one of the easiest traps to fall into in investing. History has repeatedly shown that the low point of sentiment often marks the turning point of the market trend (has anyone ever sold at the bottom?).）。
In response to yesterday's poll results↓, today I will share my views and breakdown of this issue.
1. What exactly is the market “afraid” of? Three layers of concern progressively building on each other
The current situation in the Middle East isn’t simply “firing = falling.” Rather, progressive layers of concern are further eroding stock valuations.
Concern 1: Blockade of the Strait of Hormuz → Rising oil prices → Soaring production costs squeezing corporate profits
This is the most direct micro-level impact. Particularly for the manufacturing sector (especially Japan's vast automobile and machinery industries), fuel and electricity costs are rigid.
Rising energy costs can easily erode quarterly earnings reports of listed companies, leading to a devaluation of stock prices.
Viewpoint 1: The impact appears to be limited at this stage. Various signs indicate that all parties are making efforts to stabilize energy prices. One factor is Trump's tweet about escorting shipping channels.
The second factor is the timely announcement by OPEC members of an increase in crude oil production. Past spikes in oil prices caused by Middle East issues were often related to whether oil-producing countries were willing to stabilize oil prices (historically, there have been more instances of voluntary production cuts, embargoes, and观望).

$SoFi Technologies (SOFI.US)$ mkt cap just shy of 22.7B 🧐

$Taiwan Semiconductor (TSM.US)$ green on open

$Alphabet-A (GOOGL.US)$ holding steady, very oversold