Three-sentence summary of what happened last night:
1. SpaceX’s first earnings report plunged 13.6% + AMD’s guidance triggered a 7% drop + storage drives collapsed after hours (SanDisk -8%, Western Digital -12%) → the Nasdaq was hammered; the Dow hit a new all-time high, and funds rotated from tech to defense.#spcx
2. Gold surged 4.16%, breaking above $4,300. ADP employment came in at only 44,000—far below expectations. Combined with the easing of inflation fears as US-Iran talks progress → rate-hike expectations cooled, and safe-haven assets exploded.#XAU
3. The earlier conclusion—"storage is weakening while platforms are strengthening"—was fully confirmed last night. Even with revenue up 372%, the stock can still fall, showing the storage narrative is already over. But today, SpaceX has 912 million shares set to unlock; South Korean stock storage is still crashing—don’t rush to bottom-pick in the near term.#SKHNYIX
1. SpaceX’s first earnings report plunged 13.6% + AMD’s guidance triggered a 7% drop + storage drives collapsed after hours (SanDisk -8%, Western Digital -12%) → the Nasdaq was hammered; the Dow hit a new all-time high, and funds rotated from tech to defense.#spcx
2. Gold surged 4.16%, breaking above $4,300. ADP employment came in at only 44,000—far below expectations. Combined with the easing of inflation fears as US-Iran talks progress → rate-hike expectations cooled, and safe-haven assets exploded.#XAU
3. The earlier conclusion—"storage is weakening while platforms are strengthening"—was fully confirmed last night. Even with revenue up 372%, the stock can still fall, showing the storage narrative is already over. But today, SpaceX has 912 million shares set to unlock; South Korean stock storage is still crashing—don’t rush to bottom-pick in the near term.#SKHNYIX