Bhai, aaj ka market news thoda spicy hai. Pehle sun, Anthropic ki valuation ka khel hai — investors ko lagta hai wo $2 trillion ki company ban sakti hai. Abhi wo itni badi nahi hai, par ye hype dekh ke lag raha hai AI bubble abhi phatne se raha. 😅 Dusra, Bill Ackman ne Netflix mein 5% stake le liya hai apne portfolio ka. Wo aam taur pe value investing karta hai, par Netflix ke liye itna bada bet — matlab usko OTT aur streaming ka future solid lag raha hai. Toh kya ab Netflix bhi "growth at reasonable price" ban gaya? Teen, Goldman Sachs Nvidia ke liye financing deal kar raha hai. Nvidia ko aur paisa chahiye apne AI chips ke liye. Jab tak Goldman jaisa bada player aage aa raha hai, matlab Nvidia ka demand abhi bhi full throttle hai. Ab macro side — US ne Iran ko aur economic sanctions ki dhamki di hai, toh 10-year Treasury yield 4.66% ke upar chala gaya. Thoda tension hai market mein. Aur ek interesting cheez — copper ka price gap between two exchanges ab Trump ke tariff moves ka real-time indicator ban raha hai. Matlab log ab copper ko use kar rahe hain ye guess karne ke liye ki next tariff kis par aayega. Crazy hai na? Tumhe lagta hai AI stocks ka ye rally abhi aur chalega, ya ye sab overhyped hai?
⚠️ Personal analysis, financial advice nahi.
#Trading #Binance #Crypto #Gold #StockMarket
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Disclaimer: My personal analysis, not financial advice. DYOR.
⚠️ Personal analysis, financial advice nahi.
#Trading #Binance #Crypto #Gold #StockMarket
--
Disclaimer: My personal analysis, not financial advice. DYOR.