$NVIDIA (NVDA.US)$ This conflict has now become somewhat absurd. The most outrageous part is not the state of the battle, but that both sides declared themselves the overwhelming winner on the same day. On the U.S. side, there was a press conference claiming that in just 38 days of action, using less than 10% of their combat power, they had severely crippled their opponent. This narrative may seem questionable, but it at least falls within the realm of being 'plausible.'
What's truly hard to stomach is Iran’s version. State media immediately proclaimed a 'total victory,' not only winning but also completely destroying the opponent's military, economic, and technological capabilities, leaving them in despair. Frankly, this claim is not just exaggerated; it's blatantly unreliable. If you really 'completely destroyed' the other side, then why is there a ceasefire? Why hasn't the war ended outright? It simply doesn’t make logical sense.
Even more far-fetched are the terms that followed: control of the Strait of Hormuz, lifting sanctions, retaining key capabilities, and demanding compensation. These conditions are essentially a template for domestic consumption, meant to stabilize emotions, but taking them as a real negotiation framework would be overly naive. In short, the biggest issue with Iran's current narrative isn't its toughness—it's its detachment from reality.
But once you strip away these emotional statements, the actual trajectory of this conflict has become quite clear. The overall situation is cooling down—structurally cooling down. After both sides have exchanged blows and tested each other’s limits, it now looks more like they're pulling back rather than preparing to escalate. Even though this ceasefire and the negotiations haven't fully achieved the desired outcomes for either side, the intensity of future conflicts will likely decrease significantly.

$Roundhill Memory ETF (DRAM.US)$ The price surged so quickly that I didn't have time to buy

$CSOP Samsung Electronics Daily (2x) Leveraged Product (07747.HK)$ If it doesn't rise, I'll clear my position and stop engaging with the southern market

$CSOP SK Hynix Daily (2x) Leveraged Product (07709.HK)$ If it doesn't rebound in the next few days, the money lost during the market closure might as well be considered as feeding the dogs in the south; I'm going to liquidate my positions entirely.

$NVIDIA (NVDA.US)$ Passage through the strait, ceasefire.

$NVIDIA (NVDA.US)$ Is it really this difficult to get the 182 cost basis

$SanDisk (SNDK.US)$ This world is truly crazy, it's hard to imagine that a year ago it was once 27 yuan

$NVIDIA (NVDA.US)$ Iranian President Pezeshkian: We are prepared to end the war but hope to receive guarantees. (Jinshi Data APP)

$NVIDIA (NVDA.US)$ Judging from the comments, it seems like it's going to rise, especially with so many people shorting like Buffett