andwagon effect～1

$BitMine Immersion Tech(BMNR.US) In a risk-on environment post-Fed, this could fly. In a risk-off selloff, it'll get crushed

$Coinbase(COIN.US)  technicals: trading around $165 after surging 16% post-earnings on buyback news . 52-week range $141-$444. RSI around 50. Holding above $160 support. Next resistance $180. 📊

CRWV volatility is wild today. CoreWeave still trades like a pure AI sentiment proxy. When AI stocks run, this flies. When they cool, downside comes fast.

$Unitedhealth(UNH.US) Healthcare demand is inelastic. A good hedge against economic uncertainty, though regulatory changes are always a risk

$Taiwan Semiconductor(TSM.US) gain how about $ASML(ASML.US)？ will it bring ASML fly together？

$Trump Media & Tech(DJT.US)  has recently become a focus of discussion again, mainly due to its political cycles and high volatility, making it unlike traditional tech stocks and more like an event-driven asset

Gold just did 8 red days in a row 📉Worst week since 1983. Spot below $4,300, down another 5% today.Safe haven? Middle East is on fire and gold is doing the opposite 🤡 So what's going on?Oil spiked above $112, so now everyone's worried about inflation → Fed hike odds hit 50%.10-year yield at 4.39%, dollar index above 99.Gold pays nothing. Suddenly bonds don't look so boring. Gold stocks down 5-6% today. Miners getting wrecked.Funny part: gold ETFs are still seeing inflows despite the drop. Someone's buying the dip. Classic paradox — institutions selling, retail buying. Panic or opportunity? Long-term thesis (central bank buying, de-dollarization) still intact, but short-term macro is king right now. Next level to watch is $4,200. If that breaks… oof. Anyone averaging in or waiting for a Fed pivot?🤔

Comparing $Intel(INTC.US)  vs $Taiwan Semiconductor(TSM.US)  is painful for Intel bulls 😬 Technology gap still topic, but US policy support gives some floor.

$Oracle(ORCL.US) Earnings soon, focus on cloud revenue growth and remaining performance obligation

$DBS(D05.SG)  launching $110M AI IPO fund exclusively for wealth clients is smart. Gives retail investors access to pre-IPO AI names usually reserved for institutions. CEO Tan Su Shan says capital flows returning to Asia - this is how they capture it. 

Looking at $Circle(CRCL.US)  is somewhat similar to the early stages of payment stocks in the past; everyone was speculating on the narrative first, then gradually returning to fundamentals. Its revenue structure relies heavily on interest income, making it highly sensitive to US Treasury yields. Currently, the market is simultaneously speculating on cryptocurrencies and betting on macroeconomic interest rate cuts; this contradiction is causing its price action to be particularly volatile. 🤯