US dollars, US Treasuries, US stocks—let’s look at them together today.
GOOGL became the focus today; let me share my thoughts.
From the close of US stocks last Friday to this weekend, a few developments need to be put in order.
Energy and defense are tied to geopolitics, and with breaking news, S&P insiders will hedge.
AI hardware is still absorbing capital, while the software and application layers have already started to diverge.
Market flow: BTC 85458 (+6.05%), and BTC/ETH are both seeing low-volume, range-bound consolidation—wait for direction to become clear before adding position.
My suggestion is to mainly observe: don’t chase rallies, and don’t sell in panic.
Is your current position more defensive or offensive?
#美股 #板块 #BTC
For personal observation only and does not constitute investment advice.
GOOGL became the focus today; let me share my thoughts.
From the close of US stocks last Friday to this weekend, a few developments need to be put in order.
Energy and defense are tied to geopolitics, and with breaking news, S&P insiders will hedge.
AI hardware is still absorbing capital, while the software and application layers have already started to diverge.
Market flow: BTC 85458 (+6.05%), and BTC/ETH are both seeing low-volume, range-bound consolidation—wait for direction to become clear before adding position.
My suggestion is to mainly observe: don’t chase rallies, and don’t sell in panic.
Is your current position more defensive or offensive?
#美股 #板块 #BTC
For personal observation only and does not constitute investment advice.