Wei Shen Wilson Hng
364 posts

Wei Shen Wilson Hng
@HngWilson
Love to challenge on new things

BREAKING: Berkshire Hathaway announces its cash balance is now up to a record $397 billion. The company sold a net -$8.1 billion worth of stocks last quarter, marking its 14th-consecutive net quarterly sale.








Simon referred to #gold here, but gold is the leader. If we see three months of sideways consolidation, that would also give #silver enough time to retest its 200SMA. Silver’s current price action does not look bullish to me it looks more like a corrective move with lower highs.





$IREN #AI HPC A daily view on this one - Retest has occurred - Trading over all EMAs (not shown so we can vie structure) - Plenty of support below I'm bullish > 45 ⦿ Cantor Fitzgerald disclosed acquiring 3,333,423 additional shares of IREN on February 17, 2026 (Privately controlled by Howard Lutnick) ⦿ 131 Million (3,333,423 shares) ⦿ They own and operate vertically integrated data centers powered by 100% renewable energy, optimized for Bitcoin mining, AI cloud services, HPC, and power-dense GPU workloads


Mr. President. Please don't forget to start 2nd round of kinetic war with Iran after fooling everyone with perpetual ceasefire. Also make sure Barron is short S&P futures before you tweet about it. Thank you! 🙏




$USAR ⛏️ 🇺🇸USA Rare Earth is acquiring Serra Verde (owner of the Pela Ema rare earth mine & processing plant in Brazil) in a cash + stock deal. Details: Equity value: ~$2.8 billion ⦿ $300 million in cash ⦿ 126.8 million newly issued USAR shares ⦿ Expected to close in Q3 2026 💰Serra Verde has already secured $565 million in financing from the US DFC - 15-year offtake agreement in place with a special purpose vehicle tied to US agencies

🚨 IMPORTANT: THE OIL SHOCK HASN’T HIT YET The real damage might lands in May, June, and July. And by then, central banks won’t be able to do anything about it. Don’t believe me? Hear me out: The Strait of Hormuz has been effectively closed since February 28, 2026. 20% of the world’s entire oil supply moves through that 21-mile passage every day. Al Jazeera confirmed this is the largest disruption in fuel supply history. Not in a decade, IN HISTORY. Over 600 vessels are still stuck in the Gulf including 154 laden tankers waiting to exit, per Lloyd’s List. A ceasefire was announced April 8. Oil dropped 9% on the headlines. Then reality set in. Only 45 ships have transited the strait since the ceasefire was declared as of April 14, per Al Jazeera. No formal transit windows. No security guarantees. Shipping companies are still pricing this as a war zone. The EIA confirmed on April 7 that prices will stay elevated for months even after the conflict fully ends. The numbers. Brent was at $70.27 a year ago. It hit $111.69 on April 2. That is a 58.9% surge in 12 months. National gasoline average hit $4.12 per gallon as of April 15, per EPRINC data. West Coast diesel hit $6.92 per gallon, up 55.1% since the end of February. US wholesale diesel and jet fuel benchmarks are up 67.3% and 70.3% respectively since the strait closed. The myth you need to stop believing. The US is a net crude oil importer. Full stop. In 2025, the US imported 7.9 million barrels per day of crude while exporting 10.7 million barrels per day of refined products. US refiners buy globally priced crude, refine it, and sell the products overseas. Globally priced crude just went up 59%. That cost lands at your pump. Why the worst hasn’t hit yet. Oil shocks transmit in layers. Wholesale first. Retail gas second. Then transportation, logistics, food prices, and finally core inflation. That full transmission takes 3 to 6 months. We are 7 weeks in. The CPI and PCE prints that actually reflect this shock have not been published yet. If it stays closed another month. The IMF’s severe scenario projects global growth collapsing to around 2%, global inflation hitting close to 6%, and a full global recession. Even the base case, published April 14, cut global growth to 3.1% and raised inflation to 4.4%, a 0.6 percentage point upward revision driven entirely by energy prices. The IEA released 400 million barrels of emergency reserves including 172 million from the US SPR. That bought time, but it did not fix the problem. The ceasefire is symbolic as long as 600 vessels are still sitting in the Gulf waiting for a green light that hasn’t come. Inflation is not done. The lag is real. And the data proving it hasn’t even printed yet. I’ve been doing this for a long time. The data analysis is my job so it doesn’t have to be yours. My next market move gets posted to The Assembly first. We’re closed right now. Reopening May 18 in about a month. Join the waitlist at the bottom of the website: intheassembly.com



WTI #OIL Spot (4h) 👀



Options Traders are the most bullish on the Stock Market since 2021 after the Total Put/Call Ratio plunged to 0.66 📉📉










