Davide Marcotti @Dafne17: "🔔🔔🔔 Market Bell, see you..."

United Arab Emirates

🔔🔔🔔 Market Bell, see you tomorrow! 🔔🔔🔔 The Market Bell complements the morning market movers and focus specifically on our portfolio. Choppy session, with tech under pressure but old economy holding up. 𝗪𝗵𝗮𝘁 𝗺𝗼𝘃𝗲𝗱 𝘁𝗼𝗱𝗮𝘆: 🟢 $GOLD +5.24% Gold surged past $4,200 as reports of an imminent deal to reopen the Strait of Hormuz lowered oil and inflation fears, reducing expectations for Fed tightening. 🟢 $NVDA (NVIDIA Corporation) +3.43% SpaceX announced it will exclusively use Nvidia's hardware for its future AI infrastructure, including its Starmind orbital compute program, with CEO Elon Musk publicly endorsing the Vera Rubin architecture. 🔴 $AMD (Advanced Micro Devices Inc) -7.04% AMD beat on revenue and earnings but investors wanted a blowout guide driven by Helios. Analysts said the stock "was priced for an exceptional result, and this was not an exceptional result." 🔴 $GOOG (Alphabet) -4.05% A sweeping AI leadership overhaul sent shares sliding, with Jeff Dean stepping down as CEO of DeepMind and leaving the company alongside several senior AI leaders, rattling investor confidence despite strong Q2 earnings. 🟢 $BTC +1.22% Bitcoin held steady above $64,000 supported by fresh institutional demand, with over $170 million flowing into U.S. spot Bitcoin ETFs on August 4, including $111 million into BlackRock's IBIT alone. 📌 𝗪𝗵𝗮𝘁 𝗶𝘁 𝗺𝗲𝗮𝗻𝘀 𝗳𝗼𝗿 𝗼𝘂𝗿 𝗽𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 🟢 $NVDA +3.43% This is one of our biggest positions and it really moved the needle today. The SpaceX win is another validation of Nvidia's dominance in AI compute. Earnings on August 26th will be the next major test. 🔴 QQQ -0.90% Tech weakness weighed on our largest allocation today. Short term noise, but nothing changes the long term trajectory. 🔴 $AMD -7.04% Solid position, but the guide disappointed a market pricing perfection. Data center growth is still intact, capex is ramping for AI, margin pressure is temporary as Helios scales. 🟢 HYPE +4.02% Small position but solid day for the altcoin. Crypto continues to grind higher alongside the broader risk bid. 🟢 $BTC +1.22% Our biggest crypto holding continues to consolidate in a constructive range. ETF flows remain a structural tailwind, and macro is shifting in the right direction. Another day in the market. The mission stays the same. "The most important thing is being attentive to cycles." - Howard Marks

Not investment advice. The author may have financial interests in the mentioned instruments.