I took a quick look at the market in the morning, and a few things are pretty interesting.
The U.S. and Iran are still bickering. Trump says he won’t back out of the agreement, but oil transport through the Strait of Hormuz has already recovered to 70% of pre-war levels. Brent crude is even up to $88. The contrast between all that talk and real-world actions is just too real.
Nvidia blew things up last night: Q2 revenue was 96.2 billion, more than double year over year. Huang’s move here is truly strong—the stock price just took off. Performance-driven results are the way to go; everything else is just talk.
When geopolitical tensions rise, safe-haven assets tend to get more attention—gold and $BTC like that.
Honestly, geopolitical flash events can’t really be predicted in advance. You can only watch. But opportunities like Nvidia—backed by actual performance—are worth keeping an eye on. Fundamentals don’t lie.
#BTC #ETH #NVDA #OIL #Macro
NFA DYOR
The U.S. and Iran are still bickering. Trump says he won’t back out of the agreement, but oil transport through the Strait of Hormuz has already recovered to 70% of pre-war levels. Brent crude is even up to $88. The contrast between all that talk and real-world actions is just too real.
Nvidia blew things up last night: Q2 revenue was 96.2 billion, more than double year over year. Huang’s move here is truly strong—the stock price just took off. Performance-driven results are the way to go; everything else is just talk.
When geopolitical tensions rise, safe-haven assets tend to get more attention—gold and $BTC like that.
Honestly, geopolitical flash events can’t really be predicted in advance. You can only watch. But opportunities like Nvidia—backed by actual performance—are worth keeping an eye on. Fundamentals don’t lie.
#BTC #ETH #NVDA #OIL #Macro
NFA DYOR