Maximilian Heitsch @MrMagoon: "💥 𝐌𝐚𝐫𝐤𝐞𝐭 𝐌𝐨𝐯𝐞𝐬: AI Strength..."

Germany

💥 𝐌𝐚𝐫𝐤𝐞𝐭 𝐌𝐨𝐯𝐞𝐬: AI Strength Defies Hot Inflation Data 𝐘𝐞𝐚𝐫-𝐭𝐨-𝐝𝐚𝐭𝐞: +𝟏𝟎𝟐% 𝐢𝐧 𝐩𝐫𝐨𝐟𝐢𝐭𝐬 Hi everyone! If you missed the past day in markets, here’s what mattered most across tech, crypto, and macro. Markets were mixed after hotter‑than‑expected PPI inflation data. Sticky producer prices reignited concerns that rate cuts could be delayed. Add rising gas prices and pressure on lower‑income consumers, and the macro backdrop remains tight. Growth is holding, but the margin for policy error is thin. Yet AI leadership didn’t blink. $NVDA (NVIDIA Corporation) and Micron gained despite the inflation noise, reinforcing that capital continues to flow into companies with real exposure to AI infrastructure. A large‑cap fund even highlighted Nvidia as a core holding, citing durable demand across data centers and enterprise AI. $TSM (Taiwan Semiconductor Manufacturing Co Ltd - ADR) also climbed as demand for advanced AI chips keeps strengthening. Multiple reports emphasized its long‑term competitive position in leading‑edge manufacturing. When both designers and foundries move higher together, that’s usually a sign the AI capex cycle is intact. In equipment, Lam Research and ASML were again viewed favorably. Investors are positioning around the “picks and shovels” of the semiconductor boom. If AI demand persists into 2027+, these names sit upstream of nearly every advanced chip produced. On the infrastructure side, Equinix drew positive analyst attention, highlighting how physical data center capacity remains mission‑critical. And in a more speculative twist, Google reportedly explored an orbital data center partnership with SpaceX. Ambitious? Yes. But it shows how strategic compute capacity has become. Crypto was steady. $BTC and $ETH held firm as a major China summit began, while XRP ETFs recorded their strongest inflows since January. Meanwhile, tokenized Treasuries continued attracting capital. A sign that blockchain rails are increasingly being used for traditional yield products, not just speculation. 𝐌𝐲 𝐭𝐚𝐤𝐞𝐚𝐰𝐚𝐲: Inflation is still a headwind, but AI capital expenditure remains the dominant force in markets. When chip designers, foundries, and equipment makers all show strength on a “hot” inflation day, that’s institutional conviction. Macro matters but structural growth is winning for now. I’m putting together a small private group of ~50 high-quality eToro investors. If you want in, visit my X account (link on eToro profile). I posted a link to the waitlist there. Once we reach 50 waitlist entries, it will be closed and the Telegram group will be opened. If you enjoyed "Market Moves", make sure to leave a like and follow me. I'll be back tomorrow. Let’s keep building growth, Max ( @MrMagoon ) 🚨 Copy Trading is not investment advice | Capital at risk | Past performance does not guarantee future results

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