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Microsoft: Best Week Since 2007 — Why the Stock Is Suddenly an AI Darling Again
Microsoft delivered its best weekly performance since 2007: +14% in five trading days. The stock that was still 30% below...
The Fed Waits: Why Rate Cuts Aren’t Coming Despite Falling Oil
While the stock market jumps from record high to record high, the Federal Reserve remains surprisingly quiet. San Francisco Fed...
Strait of Hormuz Reopens: Oil Crashes, Dow Jumps 1,000 Points
What a week. Iran on Friday declared the Strait of Hormuz “completely open” for all commercial shipping traffic. The market...
- Magnificent Seven: The Best Week Ever — And Why It’s Dangerous
The Roundhill Magnificent Seven ETF (MAGS) gained over 8% this week — the largest weekly gain in the fund’s history.…
- VIX Below 18: Why Market Calm Could Be Deceptive
The VIX — Wall Street’s “fear gauge” — has fallen to a 7-week low below 18. Since its March peak,…
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Apple trimmed to 22.6% — AXP now #2 at 20.5%, cash ~$300B
80% in AI puts (PLTR & NVDA) — plus contrarian Pfizer calls
New positions in financials (XLF) and equal-weight S&P (RSP) — trimmed biotech
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