The End Of The Iran Deal.
This video by #AndreiJikh argues that the global economy is undergoing a fundamental shift: moving away from a "forever war" business model toward a new era focused on stability, AI, and digital infrastructure.
Key takeaways include:
The Forever War Model (0:00 - 6:57): The video posits that for decades, certain powerful entities have benefited from perpetual conflict, which drives demand for weapons, military budgets, and reconstruction contracts. Israel is described as a key proxy in this system, helping maintain instability in the resource-rich Middle East.
Capital vs. Sovereignty (7:40 - 17:56): The narrator distinguishes between "sovereign" nations (like China, Russia, and Iran), where the state controls capital, and the US model, where "capital sits on top" and directs government policy. He outlines four strategies used to "crack open" nations for resource extraction: sanctions, cutting off dollar access, war, and funding internal opposition.
The Transition to AI (18:44 - 23:33): The speaker suggests that the economic power base is shifting from the Military-Industrial Complex (Mick) to the Technological-Industrial Complex (Tick), which includes big tech, AI, and surveillance. Because AI and large-scale digital grids require stability to function, this new faction is allegedly pushing to move away from the chaotic "forever war" model.
The Future Outlook (24:31 - 26:53): The video argues that we are witnessing a "civil war" within the global profit machine. The narrator predicts that the US and other powers will eventually pivot toward peace and reconstruction—not for moral reasons, but because financing rebuilding and owning digital infrastructure is more profitable than traditional warfare.
https://youtu.be/r4xoOQ32KNM?is=y4JJ_RNGLsj7ocJ2
This video by #AndreiJikh argues that the global economy is undergoing a fundamental shift: moving away from a "forever war" business model toward a new era focused on stability, AI, and digital infrastructure.
Key takeaways include:
The Forever War Model (0:00 - 6:57): The video posits that for decades, certain powerful entities have benefited from perpetual conflict, which drives demand for weapons, military budgets, and reconstruction contracts. Israel is described as a key proxy in this system, helping maintain instability in the resource-rich Middle East.
Capital vs. Sovereignty (7:40 - 17:56): The narrator distinguishes between "sovereign" nations (like China, Russia, and Iran), where the state controls capital, and the US model, where "capital sits on top" and directs government policy. He outlines four strategies used to "crack open" nations for resource extraction: sanctions, cutting off dollar access, war, and funding internal opposition.
The Transition to AI (18:44 - 23:33): The speaker suggests that the economic power base is shifting from the Military-Industrial Complex (Mick) to the Technological-Industrial Complex (Tick), which includes big tech, AI, and surveillance. Because AI and large-scale digital grids require stability to function, this new faction is allegedly pushing to move away from the chaotic "forever war" model.
The Future Outlook (24:31 - 26:53): The video argues that we are witnessing a "civil war" within the global profit machine. The narrator predicts that the US and other powers will eventually pivot toward peace and reconstruction—not for moral reasons, but because financing rebuilding and owning digital infrastructure is more profitable than traditional warfare.
https://youtu.be/r4xoOQ32KNM?is=y4JJ_RNGLsj7ocJ2
👍1
The AI bubble just cracked.
They will drop 75%
#Soloway
No B.S. Just Charts.
The AI memory trade may have just topped. SK Hynix is bringing $29 billion of shares to the US market, and that single move tells you everything about where Micron, SanDisk, and the memory stocks are headed next. In this video I break down why the smart money is already unloading, why incoming share supply is drying up the liquidity that fueled this run, and the exact price levels I'm watching on Micron from here.
We go through the pre-IPO and IPO levels that act as structural floors, the SpaceX vs. RKLB and ASTS rotation that already played out, and why a cheaper, near-identical competitor coming public is a problem for the incumbent every single time. I also cover the margin story nobody is talking about, the chatter from companies like Apple about producing memory themselves, and my longer-term call that this entire sector eventually gets commoditized.
All charts and data, no B.S. If you want my full coverage, levels, and member-only educational videos, everything is below.
Verified Investing: www.VerifiedInvesting.com
CHAPTERS
0:00 Have the semis topped?
1:00 The Nasdaq bounce nobody should trust
2:20 Cerebras and SpaceX back at IPO levels
4:30 The SK Hynix $29 billion bombshell
6:00 Why SK Hynix is a problem for Micron
7:00 The SpaceX, RKLB, ASTS rotation playbook
8:00 Margins, Apple, and the memory squeeze
9:40 My Micron downside targets
10:20 The commoditization call
#Micron #SKHynix #AIstocks #StockMarket #SemiconductorStocks #MemoryStocks #TechStocks #Investing #StockMarketNews #DayTrading
https://youtu.be/gkAEZJknRws?is=pUVQzhuVfLT3bgon
They will drop 75%
#Soloway
No B.S. Just Charts.
The AI memory trade may have just topped. SK Hynix is bringing $29 billion of shares to the US market, and that single move tells you everything about where Micron, SanDisk, and the memory stocks are headed next. In this video I break down why the smart money is already unloading, why incoming share supply is drying up the liquidity that fueled this run, and the exact price levels I'm watching on Micron from here.
We go through the pre-IPO and IPO levels that act as structural floors, the SpaceX vs. RKLB and ASTS rotation that already played out, and why a cheaper, near-identical competitor coming public is a problem for the incumbent every single time. I also cover the margin story nobody is talking about, the chatter from companies like Apple about producing memory themselves, and my longer-term call that this entire sector eventually gets commoditized.
All charts and data, no B.S. If you want my full coverage, levels, and member-only educational videos, everything is below.
Verified Investing: www.VerifiedInvesting.com
CHAPTERS
0:00 Have the semis topped?
1:00 The Nasdaq bounce nobody should trust
2:20 Cerebras and SpaceX back at IPO levels
4:30 The SK Hynix $29 billion bombshell
6:00 Why SK Hynix is a problem for Micron
7:00 The SpaceX, RKLB, ASTS rotation playbook
8:00 Margins, Apple, and the memory squeeze
9:40 My Micron downside targets
10:20 The commoditization call
#Micron #SKHynix #AIstocks #StockMarket #SemiconductorStocks #MemoryStocks #TechStocks #Investing #StockMarketNews #DayTrading
https://youtu.be/gkAEZJknRws?is=pUVQzhuVfLT3bgon
Qualcomm bets on AI chips to break smartphone reliance, but faces crowded race
https://finance.yahoo.com/technology/ai/articles/qualcomm-bets-ai-chips-break-181112616.html
https://finance.yahoo.com/technology/ai/articles/qualcomm-bets-ai-chips-break-181112616.html
Yahoo Finance
Qualcomm says Microsoft, Meta will use its new AI chips
Qualcomm said on Wednesday that Microsoft and Meta Platforms will use its new AI chips and that it will make custom chips for two other unnamed "hyperscalers." The San Diego-based company, which is the industry leader in smartphone chips, held an investor…
Micron set for big earnings reveal amid renewed AI jitters
https://finance.yahoo.com/technology/article/micron-to-report-third-quarter-earnings-amid-sky-high-demand-from-data-centers-113000152.html
https://finance.yahoo.com/technology/article/micron-to-report-third-quarter-earnings-amid-sky-high-demand-from-data-centers-113000152.html
Yahoo Finance
Micron to report third quarter earnings amid sky-high demand from data centers
Micron will announce its Q3 earnings after the bell on Wednesday.
#USMarketUpdate
Stocks trade mixed as bruising week for tech drags on
Live updates
https://finance.yahoo.com/markets/live/stock-market-today-dow-rises-sp-500-and-nasdaq-slip-as-oil-prices-tumble-ai-jitters-return-230105138.html
Stocks trade mixed as bruising week for tech drags on
Live updates
https://finance.yahoo.com/markets/live/stock-market-today-dow-rises-sp-500-and-nasdaq-slip-as-oil-prices-tumble-ai-jitters-return-230105138.html
Yahoo Finance
Stock market today: Dow rises, S&P 500 and Nasdaq slip as oil prices tumble, AI jitters return
US stocks advanced on Wednesday, rebounding from a bruising start to the week for tech stocks, as oil prices plunged to their levels not seen since the beginning of the US-Iran war.
#USMarketUpdate
Nasdaq, S&P end lower as tech stocks fall | Reuters
SUMMARY
Indexes: Dow up 0.35%, S&P down 0.1%, Nasdaq down 0.43%
Airlines and travel stocks gain
Micron earnings land after the close
June 24 (Reuters) - The Nasdaq and S&P 500 closed lower on Wednesday, dragged by tech stocks on nagging concerns about high-flying valuations, but falling crude prices boosted airlines and other travel stocks and the Dow finished higher.
Oil prices fell to their lowest since the start of the Iran war as more tankers were expected to move out of the Strait of Hormuz. U.S. President Donald Trump said Iran had told Washington that no tolls were being sought.
The S&P 500 passenger airlines index (.SPLRCALI), opens new tab gained 5.2% while travel companies Expedia Group (EXPE.O), opens new tab and Booking Holdings (BKNG.O), opens new tab both rose.
Tech stocks slipped, intensifying the focus on chipmaker Micron Technology's (MU.O), opens new tab earnings that landed after the bell. The stock has surged more than 200% in 2026 but closed on Wednesday down 0.3%. It jumped in extended trading after quarterly revenue and fourth quarter forecasts beat Wall Street estimates.
Cerebras Systems (CBRS.O), opens new tab tumbled 19.6% after the chip designer forecast full-year profit margins would drop below first-quarter figures in its debut report after going public. Also weighing on the stock, OpenAI announced its own in-house inference chip called Jalapeño.
Concerns around debt-backed spending by hyperscalers and mounting fears of a more hawkish Federal Reserve have fueled the market downturn this week that has erased more than $1 trillion in market value from the Nasdaq 100...
Six of the 11 major S&P 500 sectors moved higher, with the industrials sector (.SPLRCI), opens new tab rising the most at 1.2%. Consumer discretionary stocks (.SPLRCD), opens new tab also rose 0.8%, helping to offset the biggest losses in tech and energy stocks...
Homebuilders soared after Trump canceled a planned signing of bipartisan legislation aimed at speeding up availability of affordable housing. Hovnanian Enterprises (HOV.N), opens new tab jumped 11.3%. PulteGroup (PHM.N), opens new tab surged 7.2% and Toll Brothers (TOL.N), opens new tab rose 6.7%.
Among other movers, Hertz (HTZ.O), opens new tab sank 40.7% after the car-rental firm said it expects second-quarter adjusted core earnings near the lower end of its forecast range and announced a proposed offering of $100 million of common stock.
Traders are adding to bets of a second rate hike from the Fed by the end of December, according to CME Group's FedWatch tool. Previously, the market expected a single 25-basis-point rise.
The closely watched Personal Consumption Expenditures Price Index, the Fed's preferred inflation gauge, could offer insight on the monetary policy path on Thursday.
Declining issues outnumbered advancers by a 1.03-to-1 ratio on the NYSE, which had 205 new highs and 226 new lows. On the Nasdaq, 2,323 stocks rose and 2,499 fell as declining issues outnumbered advancers by a 1.08-to-1 ratio.
The S&P 500 posted 25 new 52-week highs and four new lows while the Nasdaq Composite recorded 206 new highs and 177 new lows.
Volume on U.S. exchanges was 25.84 billion shares, compared with the 22.92 billion average for the full session over the last 20 trading days.
https://www.reuters.com/business/sp-500-nasdaq-futures-tick-up-tech-shares-stabilize-2026-06-24/
Nasdaq, S&P end lower as tech stocks fall
https://www.straitstimes.com/business/companies-markets/nasdaq-sp-end-lower-as-tech-stocks-fall
Nasdaq, S&P end lower as tech stocks fall | Reuters
SUMMARY
Indexes: Dow up 0.35%, S&P down 0.1%, Nasdaq down 0.43%
Airlines and travel stocks gain
Micron earnings land after the close
June 24 (Reuters) - The Nasdaq and S&P 500 closed lower on Wednesday, dragged by tech stocks on nagging concerns about high-flying valuations, but falling crude prices boosted airlines and other travel stocks and the Dow finished higher.
Oil prices fell to their lowest since the start of the Iran war as more tankers were expected to move out of the Strait of Hormuz. U.S. President Donald Trump said Iran had told Washington that no tolls were being sought.
The S&P 500 passenger airlines index (.SPLRCALI), opens new tab gained 5.2% while travel companies Expedia Group (EXPE.O), opens new tab and Booking Holdings (BKNG.O), opens new tab both rose.
Tech stocks slipped, intensifying the focus on chipmaker Micron Technology's (MU.O), opens new tab earnings that landed after the bell. The stock has surged more than 200% in 2026 but closed on Wednesday down 0.3%. It jumped in extended trading after quarterly revenue and fourth quarter forecasts beat Wall Street estimates.
Cerebras Systems (CBRS.O), opens new tab tumbled 19.6% after the chip designer forecast full-year profit margins would drop below first-quarter figures in its debut report after going public. Also weighing on the stock, OpenAI announced its own in-house inference chip called Jalapeño.
Concerns around debt-backed spending by hyperscalers and mounting fears of a more hawkish Federal Reserve have fueled the market downturn this week that has erased more than $1 trillion in market value from the Nasdaq 100...
Six of the 11 major S&P 500 sectors moved higher, with the industrials sector (.SPLRCI), opens new tab rising the most at 1.2%. Consumer discretionary stocks (.SPLRCD), opens new tab also rose 0.8%, helping to offset the biggest losses in tech and energy stocks...
Homebuilders soared after Trump canceled a planned signing of bipartisan legislation aimed at speeding up availability of affordable housing. Hovnanian Enterprises (HOV.N), opens new tab jumped 11.3%. PulteGroup (PHM.N), opens new tab surged 7.2% and Toll Brothers (TOL.N), opens new tab rose 6.7%.
Among other movers, Hertz (HTZ.O), opens new tab sank 40.7% after the car-rental firm said it expects second-quarter adjusted core earnings near the lower end of its forecast range and announced a proposed offering of $100 million of common stock.
Traders are adding to bets of a second rate hike from the Fed by the end of December, according to CME Group's FedWatch tool. Previously, the market expected a single 25-basis-point rise.
The closely watched Personal Consumption Expenditures Price Index, the Fed's preferred inflation gauge, could offer insight on the monetary policy path on Thursday.
Declining issues outnumbered advancers by a 1.03-to-1 ratio on the NYSE, which had 205 new highs and 226 new lows. On the Nasdaq, 2,323 stocks rose and 2,499 fell as declining issues outnumbered advancers by a 1.08-to-1 ratio.
The S&P 500 posted 25 new 52-week highs and four new lows while the Nasdaq Composite recorded 206 new highs and 177 new lows.
Volume on U.S. exchanges was 25.84 billion shares, compared with the 22.92 billion average for the full session over the last 20 trading days.
https://www.reuters.com/business/sp-500-nasdaq-futures-tick-up-tech-shares-stabilize-2026-06-24/
Nasdaq, S&P end lower as tech stocks fall
https://www.straitstimes.com/business/companies-markets/nasdaq-sp-end-lower-as-tech-stocks-fall
Micron soars after earnings beat
https://finance.yahoo.com/technology/article/micron-tops-q3-earnings-estimates-offers-better-than-expected-outlook-and-declares-dividend-113000152.html
https://finance.yahoo.com/technology/article/micron-tops-q3-earnings-estimates-offers-better-than-expected-outlook-and-declares-dividend-113000152.html
Yahoo Finance
Micron tops Q3 earnings estimates, offers better-than-expected outlook and declares dividend
Micron reported its Q3 earnings after the bell on Wednesday.
Micron's blowout earnings just reset the AI memory trade
https://finance.yahoo.com/markets/article/microns-blowout-earnings-just-reset-the-ai-memory-trade-204039376.html
https://finance.yahoo.com/markets/article/microns-blowout-earnings-just-reset-the-ai-memory-trade-204039376.html
Yahoo Finance
Micron’s blowout earnings reset the AI memory trade
The lesson from Micron's blowout Q3 earnings is that AI customers are treating memory like a bottleneck they cannot afford to leave to chance.
Mastercard vs. Visa: What Comparing Revenue Trends Tells Investors
https://finance.yahoo.com/markets/stocks/articles/mastercard-vs-visa-comparing-revenue-223601460.html
https://finance.yahoo.com/markets/stocks/articles/mastercard-vs-visa-comparing-revenue-223601460.html
Yahoo Finance
Mastercard vs. Visa: What Comparing Revenue Trends Tells Investors
Visa has held a clear revenue advantage, but both payment giants have posted consistent quarterly growth across the last eight periods.
Anthropic says Alibaba illicitly extracted Claude AI model capabilities
https://finance.yahoo.com/technology/ai/articles/anthropic-says-alibaba-illicitly-extracted-203048734.html
https://finance.yahoo.com/technology/ai/articles/anthropic-says-alibaba-illicitly-extracted-203048734.html
Yahoo Finance
Anthropic says Alibaba illicitly extracted Claude AI model capabilities
U.S. AI company Anthropic accused Alibaba, the Chinese technology and e-commerce giant, of illicitly extracting its Claude AI model capabilities in what it said was the largest known attack of its kind on the company, according to a letter seen by Reuters.…
Fed stress test shows the biggest US banks are strong enough to withstand severe recession
https://finance.yahoo.com/economy/policy/article/fed-stress-test-shows-the-biggest-us-banks-are-strong-enough-to-withstand-severe-recession-200013881.html
https://finance.yahoo.com/economy/policy/article/fed-stress-test-shows-the-biggest-us-banks-are-strong-enough-to-withstand-severe-recession-200013881.html
Yahoo Finance
Fed stress test shows the biggest US banks are strong enough to withstand severe recession
The Federal Reserve's annual stress tests released Wednesday show that the largest US banks could withstand a severe recession with plenty of capital on hand to absorb hundreds of billions in losses.
🐳 WhalePool Traders Journal
US.Day.Ahead-2026.06.24-Wed.pdf
US.Day.Ahead-2026.06.25-Thu.pdf
1.3 MB
#WeekAhead by Investopedia, Yahoo Finance and Reuters
#Calendar by Investing.com
#Earnings by Earnings Whisper
#USMarketUpdate by Reuters, Investopedia, CNBC and Yahoo Finance
#TradingDay #MarketMind by Reuters
#MarketsWrap by Bloomberg
#SgMarketUpdate by Business Times
#HKMarketUpdate by Reuters and Trading Economics
#Calendar by Investing.com
#Earnings by Earnings Whisper
#USMarketUpdate by Reuters, Investopedia, CNBC and Yahoo Finance
#TradingDay #MarketMind by Reuters
#MarketsWrap by Bloomberg
#SgMarketUpdate by Business Times
#HKMarketUpdate by Reuters and Trading Economics
Thailand emerges as South-east Asia’s surprise AI stock winner
https://www.businesstimes.com.sg/international/asean/thailand-emerges-south-east-asias-surprise-ai-stock-winner
https://www.businesstimes.com.sg/international/asean/thailand-emerges-south-east-asias-surprise-ai-stock-winner
The Business Times
Thailand emerges as South-east Asia’s surprise AI stock winner
Much of that gain has come from AI data center power system maker such as Delta Electronics (Thailand) Read more at The Business Times.
A short-term monitoring method that’s driving habit change for Singapore’s diabetics
https://www.businesstimes.com.sg/lifestyle/health-wellness/short-term-monitoring-method-s-driving-habit-change-singapores-diabetics
https://www.businesstimes.com.sg/lifestyle/health-wellness/short-term-monitoring-method-s-driving-habit-change-singapores-diabetics
The Business Times
From tracking to transformation: A short-term monitoring method that’s driving habit change for Singapore’s diabetics
A cheaper but still effective use of continuous glucose monitors is being adopted in local healthcare Read more at The Business Times.
#HKMarketUpdate
<Full-day Takeaway>HSI Down 335 pts; HSTI Down 73 pts; BABA Down over 4%; BIREN TECH, KB LAMINATES Hit New Highs; Market Turnover Rises
2026/06/25 16:12 GMT+08
https://www.aastocks.com/en/stocks/news/aafn-con/NOW.1530579/top-news/AAFN
<Full-day Takeaway>HSI Down 335 pts; HSTI Down 73 pts; BABA Down over 4%; BIREN TECH, KB LAMINATES Hit New Highs; Market Turnover Rises
2026/06/25 16:12 GMT+08
https://www.aastocks.com/en/stocks/news/aafn-con/NOW.1530579/top-news/AAFN
#HKMarketUpdate
AI-fuelled tech rally boosts China shares; HK hit one-year low
Jun 25, 2026, 16:38 GMT+8
https://www.tradingview.com/news/reuters.com,2026:newsml_L1N42X086:0-ai-fuelled-tech-rally-boosts-china-shares-hk-hit-one-year-low/
AI-fuelled tech rally boosts China shares; HK hit one-year low
Jun 25, 2026, 16:38 GMT+8
https://www.tradingview.com/news/reuters.com,2026:newsml_L1N42X086:0-ai-fuelled-tech-rally-boosts-china-shares-hk-hit-one-year-low/
TradingView
AI-fuelled tech rally boosts China shares; HK hit one-year low
China stocks ended higher on Thursday, as tech shares resumed their record-breaking rally spurred by chip giant Micron's blowout earnings. Hong Kong shares closed at a one-year low.** China's blue-chip CSI300 index SZSE:399300 was up 1.6%, while the Shanghai…
#HKMarketUpdate
<H Shrs>HSI Sags 335 pts at Close, Narrowly Holds 23,000; BABA-W Dives 4%+ to New Low; BANK OF CHINA Slides 5%+ AASTOCKS Financial News - Top News
2026/06/25 16:30 GMT+08
https://www.aastocks.com/en/stocks/news/aafn-con/NOW.1530596/top-news/AAFN
<H Shrs>HSI Sags 335 pts at Close, Narrowly Holds 23,000; BABA-W Dives 4%+ to New Low; BANK OF CHINA Slides 5%+ AASTOCKS Financial News - Top News
2026/06/25 16:30 GMT+08
https://www.aastocks.com/en/stocks/news/aafn-con/NOW.1530596/top-news/AAFN
IBM unveils tech for chip smaller than 1 nanometer in AI computing push
https://finance.yahoo.com/markets/article/ibm-stock-pops-as-company-unveils-chip-the-size-of-a-fingernail-in-ai-push-130640214.html
https://finance.yahoo.com/markets/article/ibm-stock-pops-as-company-unveils-chip-the-size-of-a-fingernail-in-ai-push-130640214.html
Yahoo Finance
IBM stock seesaws after unveiling chip 'the size of a fingernail' in AI push
IBM soared in premarket trading after announcing a non-chip computing breakthrough.