Act 1: NVIDIA Crowned with $3.34 Trillion Market Cap, Surpassing Microsoft and Apple to Become World's No. 1. From a graphics card maker to an AI overlord, this is probably one of the most dramatic comebacks in tech history.

Act 2: SpaceX Cools Off. After its IPO, it once surged nearly 50%, with its market cap approaching $3 trillion, but today it plunged over 10%. The market has switched from chasing frenzy to profit-taking mode.

Act 3: Geopolitical Risks Recede. The US-Iran peace agreement is officially signed, the Strait of Hormuz reopens, and Brent crude has given back about 80% of its gains since the conflict.

Act 4: A New Test Emerges. Warsh's Fed Debut. A 130-word statement, no forward guidance, establishing five major reform working groups—the market is repricing rate hike expectations.

Plus, with $8.3 trillion in options expiring, the next two weeks are bound to be anything but calm. But look at it this way—volatility has always been another word for opportunity.$NVIDIA(NVDA.US) $SpaceX(SPCX.US)