AsaX_the_dark

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AsaX_the_dark

AsaX_the_dark

@spinningworld22

C29TM3FA Web3、エアドロ、その他いろいろ・・・ 本垢(spinningworl01)凍結しました🥶 復活の見込み薄ですがそれまではこちらで活動します。 気が向いたらフォローお願い致します🙇 無言フォロー失礼致します ☠️

Katılım Kasım 2024
1.8K Takip Edilen137 Takipçiler
AsaX_the_dark retweetledi
SoSoValue
SoSoValue@SoSoValueCrypto·
🚨SoSoValue Flash: Xi-Trump Summit Anchors Macro, Warsh Takes the Fed & AI Supply Shock 💥 Core Catalyst: Truce Extensions & Tehran Shadows Trump has landed in Beijing for a Thu–Fri summit with President Xi, placing Iran and trade at the center of the agenda. While Washington maintains a "no-rush" stance on the Hormuz stalemate, the summit serves as a critical buffer against "Tehran Shadows," with the market eyeing potential structural concessions to ease the energy blockade. 🔍 Key Logic Shifts: 1️⃣ Macro & PPI: April PPI printed hot, driven by energy, freight, and massive AI Capex, reinforcing the "Fed-on-hold" narrative. The Senate has confirmed Kevin Warsh as Fed Chair; he replaces Powell on May 15. Markets are now recalibrating for a more hawkish "Warsh Era" amid persistent pipeline inflation. 2️⃣ Supply Chain Risk: The Samsung union confirmed an 18-day strike starting May 21. As a cornerstone of global DRAM/NAND supply, this creates a major structural risk for memory pricing, potentially exacerbating supply constraints just as AI demand hits new peaks. 3️⃣ AI Resilience: After Tuesday’s dip, capital aggressively bought the Wednesday snap-back, signaling that "buy the dip" remains the dominant AI psychology. While the "top" debate intensifies, core leadership continues to run toward extremes, fueled by overwhelming consensus. 📊 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
SoSoValue tweet media
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AsaX_the_dark
AsaX_the_dark@spinningworld22·
SoSoValue@SoSoValueCrypto

🚨SoSoValue Flash: Xi-Trump Summit Anchors Macro, Warsh Takes the Fed & AI Supply Shock 💥 Core Catalyst: Truce Extensions & Tehran Shadows Trump has landed in Beijing for a Thu–Fri summit with President Xi, placing Iran and trade at the center of the agenda. While Washington maintains a "no-rush" stance on the Hormuz stalemate, the summit serves as a critical buffer against "Tehran Shadows," with the market eyeing potential structural concessions to ease the energy blockade. 🔍 Key Logic Shifts: 1️⃣ Macro & PPI: April PPI printed hot, driven by energy, freight, and massive AI Capex, reinforcing the "Fed-on-hold" narrative. The Senate has confirmed Kevin Warsh as Fed Chair; he replaces Powell on May 15. Markets are now recalibrating for a more hawkish "Warsh Era" amid persistent pipeline inflation. 2️⃣ Supply Chain Risk: The Samsung union confirmed an 18-day strike starting May 21. As a cornerstone of global DRAM/NAND supply, this creates a major structural risk for memory pricing, potentially exacerbating supply constraints just as AI demand hits new peaks. 3️⃣ AI Resilience: After Tuesday’s dip, capital aggressively bought the Wednesday snap-back, signaling that "buy the dip" remains the dominant AI psychology. While the "top" debate intensifies, core leadership continues to run toward extremes, fueled by overwhelming consensus. 📊 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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AsaX_the_dark retweetledi
SoSoValue Japan Community 🇯🇵
🚨SoSoValue Flash:中米会談がマクロの軸へ、Warsh体制Fed始動とAI供給ショック 💥 Core Catalyst:停戦延長と「テヘラン・シャドウ」 トランプ前大統領は北京入りし、木〜金曜日に中国国家主席との首脳会談を予定。議題の中心はイラン問題と貿易。ワシントンは依然としてホルムズ膠着に「急がない」姿勢を維持していますが、今回の首脳会談は「テヘラン・シャドウ」を抑制する重要な緩衝材として機能しており、市場はエネルギー封鎖緩和につながる構造的譲歩を注視しています。 🔍 Key Logic Shifts: 1️⃣ Macro & PPI 4月PPIはエネルギー・輸送コスト・巨大AI投資を背景に市場予想を上回る強さ。これにより「Fed据え置き継続」シナリオがさらに強化されました。上院はケビン・ウォーシュ氏をFRB議長として正式承認。5月15日にパウエル議長から交代予定であり、市場は持続的インフレ下でよりタカ派的な「Warsh Era」への再調整を進めています。 2️⃣ Supply Chain Risk Samsung労組は5月21日から18日間ストライキを正式決定。Samsungは世界DRAM/NAND供給の中核であり、AI需要がピークへ向かう中でメモリ価格に構造的供給リスクをもたらす可能性があります。 3️⃣ AI Resilience 火曜の下落後、水曜には押し目買いが急速に流入。「buy the dip」が依然としてAI市場の支配的心理であることを示しました。「天井論」も強まっていますが、圧倒的コンセンサスに支えられたリーダー銘柄は依然として極端な集中上昇を続けています。 📊 Trade Setup(SoDEX注目資産) Core:$USTECH-100 | $CL(原油) | $XAUT | $BTC MAG7:$NVDA | $AMZN | $GOOGL | $META | $MSFT | $TSLA | $AAPL AI Hardware:$SNDK | $MU | $AMD | $INTC
SoSoValue Japan Community 🇯🇵 tweet media
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Incentiv
Incentiv@Incentiv_net·
gm operators. centi's been up since 4am cooking something. get ready to swap tomorrow.
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DROP YOUR MASK
DROP YOUR MASK@dropurmask·
全コラボ参加者は 48時間以内にウォレット提出必須 🎟 ホワイトリスト 数量:1500 (限定供給) 🌐 一般販売 数量:722 ⏳ 時間は限られている。 準備を整えろ。 ⚠️ Last chance to drop your mask ⚠️ 🔥 Time’s up. Act now.
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Dragonz Land
Dragonz Land@dragonzlandx·
🐉 Weekend Promo has awakened! 🌑 For a limited time only, power up your Dragonz Land journey with: 💎 2x Diamonds when buying with TON 🏆 -20% Premium in Seasons Oblivion is watching… and the strongest warriors will seize this chance before the portal closes.
Dragonz Land tweet media
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F_F💎٩( ᐛ )و🍥☕️🎵
America.funが発行した $RIAL を、なんとプロジェクト自身がローンチ3日目で約$5K分buybackした模様👀🔥 しかも $TRUMP で$5M以上稼いだとされるあのインサイダー系ウォレットも $RIAL をホールドしてるっぽい…?🤔 WLFI関連の匂いがプンプンするなという希望的観測が加速中🚀 続く👇🏻
F_F💎٩( ᐛ )و🍥☕️🎵 tweet mediaF_F💎٩( ᐛ )و🍥☕️🎵 tweet media
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