Tung Nguyen ✦

1.1K posts

Tung Nguyen ✦

Tung Nguyen ✦

@ngthtung995

@Nemesisdottrade

Katılım Mayıs 2024
603 Takip Edilen34 Takipçiler
SoSoValue
SoSoValue@SoSoValueCrypto·
SoSoValue Flash: Iran Peace Deal Nears Signature, Fed Maintains Wait-and-See Stance 💥 Core Catalyst: Truce Extensions & Tehran ShadowsA 60-day MOU framework between the U.S. and Iran has been reached, though President Trump has yet to grant final sign-off. While VP Vance indicated that a deal is "close but not yet done," diplomatic efforts are intensifying: Pakistan’s Deputy PM Ishaq Dar is in Washington today (5/29) to meet with Secretary of State Marco Rubio, signaling a high-stakes effort to solidify the peace process. 🔍 Key Logic Shifts: 1️⃣ Macro & Inflation: The April PCE printed at 3.8%, aligning with expectations and showing no signs of second-round inflation pass-through. The market’s near-term Fed path remains unchanged, with policy effectively held in a "wait-and-see" state. 2️⃣ Fed & Policy: With Kevin Warsh now at the helm of the Fed, the central bank maintains a hawkish bias. Persistent high energy costs remain the primary risk factor, keeping the possibility of a Q4 hike on the table should inflation stickiness re-emerge. 3️⃣ AI Portfolio: AI remains the core driver of U.S. equities. Despite the persistent "AI top" debate, strong industry trends, solid earnings, and a lack of macro-shock data support the view that any current price chop is a pullback within a broader uptrend rather than a trend break. 📊 Trade Setup (SoDEX Assets to Watch): Core: $USTECH-100 | $CL (Crude) | $XAUT | $BTC MAG7: $NVDA | $AMZN | $GOOGL | $META | $MSFT | $TSLA | $AAPL AI Hardware: $SNDK | $MU | $AMD | $INTC
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nGRND_io
nGRND_io@nGRND_io·
In-ground gold is already part of the financial system. 🪙 Mining companies are valued on reserves. 🪙 Futures markets price unmined supply. Gold is priced before it leaves the ground. nGRND makes that layer accessible.
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SoSoValue
SoSoValue@SoSoValueCrypto·
🚨SoSoValue Flash: Iran Peace Rumors Muddle Markets, Macro Pressures Mount on Consumers 💥 Core Catalyst: Truce Extensions & Tehran Shadows A "false alarm" regarding an Iran deal—initially leaked via Saudi-owned media—sparked volatility before being retracted. Multi-source confirmations indicate progress is steady but slow; Washington has delivered a new draft via Pakistan, and Tehran is actively assessing terms. However, the uranium-enrichment gap remains a major hurdle, preventing any meaningful retreat in oil prices. 🔍 Key Logic Shifts: 1️⃣ Macro & Labor: U.S. Manufacturing PMI beat expectations while Services remained steady above 50. With weekly jobless claims dropping to 209k, the labor market remains exceptionally resilient, confirming that the Fed has little impetus to pivot from its current "wait-and-see" stance. 2️⃣ Retail Stress: Walmart’s Q1 print revealed that high oil prices are squeezing margins, with management warning that fading tax-refund tailwinds will exacerbate pressures on low-income households. This validates long-standing concerns regarding a softening consumer base. 3️⃣ AI Portfolio: Post-NVDA, the debate has pivoted to Vera CPU revenue outlooks. While "AI top" narratives are gaining volume, strong industry fundamentals and robust earnings support the base case: a healthy pullback within a structural uptrend rather than a total reversal. 📊 Trade Setup (SoDEX Assets to Watch): Core: $USTECH-100 | $CL (Crude) | $XAUT | bitcoin:native MAG7: $NVDA | $AMZN | $GOOGL | $META | $MSFT | $TSLA | $AAPL AI Hardware: $SNDK | $MU | $AMD | $INTC
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Jackpotter
Jackpotter@jackpotterCOM·
There's a loot box with your name on it. It’s waiting for you on Jackpotter. Bet. Earn. Own the action. Connect and get started 👇 loyalty.jackpotter.com
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SoSoValue
SoSoValue@SoSoValueCrypto·
Get @RedotPay via SoSoValue EXP (sosovalue.com/exp). RedotPay is a global stablecoin based payment fintech that integrates blockchain with traditional banking. RedotPay supports crypto enthusiasts and empowers millions around the world to spend and send digital assets, ensuring faster, accessible and inclusive financial services. Research crypto on SoSoValue, spend crypto like fiat with RedotPay
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SoSoValue
SoSoValue@SoSoValueCrypto·
SoSoValue Flash: Iran Peace Nears & AI IPO Wave Ignite Market Sentiment 💥 Core Catalyst: Truce Extensions & Tehran ShadowsU.S.–Iran talks are in the final phase, with Trump signaling patience for a "right answer" from Tehran. Hormuz transit shows significant progress: 26 vessels transited in coordination with Iran over the past 24 hours, including a South Korean tanker, marking a symbolic milestone for Strait stability. 🔍 Key Logic Shifts: 1️⃣ Supply Chain: Samsung Electronics reached an initial wage deal, postponing the strike previously set for May 21 and alleviating immediate supply-side fears for DRAM/NAND. 2️⃣ AI & IPO Wave: The AI capital markets are heating up: SpaceX filed its S-1 for a mid-June listing; OpenAI is prepping a September IPO; and Anthropic is projecting 26Q2 revenue of $10.9B with operating profitability. This IPO trio, combined with NVIDIA’s solid earnings print, reinforces the long-term AI growth thesis. 3️⃣ Macro & Equities: Peace expectations are cooling energy and rates: Brent slipped from $110 to $105, and the 10Y yield dipped below 4.6%. This macro tailwind is providing fresh fuel for the AI-led equity rebound. 📊 Trade Setup (SoDEX Assets to Watch): Core: $USTECH-100 | $CL (Crude) | $XAUT | $BTC MAG7: $NVDA | $AMZN | $GOOGL | $META | $MSFT | $TSLA | $AAPL AI Hardware: $SNDK | $MU | $AMD | $INTC Trade now: sodex.com
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dTelecom
dTelecom@dtelecom·
One hour left to mint your Origin ID. After this, the door closes. No more Xs for $DTEL airdrop. Mint link ↓ opensea.io/collection/dte…
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oneBanking
oneBanking@onebanking_app·
What if your bank understood your entire portfolio? Banking. Crypto. Cards. Rewards. Powered by AI. Built for humans. Join now for the upcoming airdrop. quests.onebanking.app
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dTelecom
dTelecom@dtelecom·
24h left to mint dTelecom Origin ID. Tier 1 access + up to 2X points boost in the $2.6M airdrop. Mint 3 = 1 month @dMeetApp Pro sub. Window's closing — front-row won't come back. Mint ↓ opensea.io/collection/dte…
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SoSoValue
SoSoValue@SoSoValueCrypto·
⚠️ Scam Alert Do not click any links or buttons from non-official sources—these could be phishing attempts. ✅ Only claim rewards through the official SoDEX channels: sodex.com or testnet.sodex.com 📌 If unsure, verify with official SoDEX support before taking any action. Stay safe and protect your wallet.
SoDEX@sodex_official

⚠️ Scam Alert Users are sending fake “Claim your $SOSO” buttons in Discord. ❌ Do NOT click any non-official links—these are phishing attempts. ✅ Only claim through the official SoDEX channels: sodex.com or testnet.sodex.com #SoDEX #CryptoSecurity #ScamAlert #Phishing

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dTelecom
dTelecom@dtelecom·
Origin IDs are your boost on the way to a $2.6M airdrop. They are the first on-chain footprint within the network, reflecting early participation and granting PRO access on @dMeetApp Claim your early access to the next big shift.
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