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. Big green day across risk assets. 𝗪𝗵𝗮𝘁 𝗺𝗼𝘃𝗲𝗱 𝘁𝗼𝗱𝗮𝘆: 🟢 $NSDQ100 +0.9% Consumer Price Index came in at 3.5% annually, well below the 3.8% consensus, easing Fed rate hike fears. 🟢 $SPX500 +0.4% Semiconductor stocks rebounded sharply, with memory chip makers in South Korea lifting their U.S. peers. 🔴 DJ30 flat IBM cratered 25% after warning that second-quarter profits would miss expectations due to weak software and infrastructure demand, dragging the blue-chip index sideways. 🟢 $GOLD +1.6% Cooler inflation data pushed Treasury yields lower and eased rate hike concerns, while escalating U.S.-Iran tensions around the Strait of Hormuz strengthened safe-haven demand. 🟢 $OIL +2.1% WTI spiked after President Trump reinstated a blockade on Iranian vessels through the Strait of Hormuz and announced a 20% charge on all other cargo passing through the chokepoint. 🟢 $NVDA (NVIDIA Corporation) +4.1% Nvidia rebounded despite Monday's 3.5% drop tied to reports it had halved the number of Asian clients approved to buy its AI chips under a tightened compliance whitelist. 📌 𝗪𝗵𝗮𝘁 𝗶𝘁 𝗺𝗲𝗮𝗻𝘀 𝗳𝗼𝗿 𝗼𝘂𝗿 𝗽𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 🟢 BTC +3.7% Our biggest position pushed higher alongside the broader crypto rally. Bitcoin benefited from a shift toward more accommodative Fed expectations, softer Treasury yields, and a weakening dollar... the optimal backdrop for hard assets. 🟢 HYPE +2.8% Small alt but it moved on sector momentum today. 🟢 SUI +5.8% Another small allocation that caught the crypto bid. 🟢 ETH +5.8% Ethereum followed BTC higher as risk appetite returned. 🟢 TAN +3.8% Solar names rallied alongside broader green energy rotation. Short-term noise, long-term compounding. "Someone is sitting in the shade today because someone planted a tree a long time ago." - Warren Buffett

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