Isabella Reid

SpaceX IPO rumors are shaking the market 🚀 $75B+ raise. $1.75T valuation. Starlink is already printing serious revenue. Aerospace stocks like EchoStar are reacting fast. This isn’t just an IPO — It could ignite a new space market cycle. 🌌

Michelle Bowman, a dovish Federal Reserve official, said it is still too early to assess the economic impact of the Iran conflict. She expects the U.S. economy to remain strong this year, supported by supply-side policies, and anticipates three rate cuts within the year.

Occidental Petroleum ($OXY) in focus 🛢️ Oil volatility + macro uncertainty = mixed sentiment Bull case: • Strong cash flow • Backed by Warren Buffett Bear case: • Oil price swings • High capex pressure ⚖️ Key level: Oil trend decides the move Patience > chasing moves

📊 Investment Insight: IBM IBM is positioning itself as a robust player in the AI ​​+ hybrid cloud space, driven by strong enterprise demand and strategic partnerships with Adobe, AWS, and Microsoft. 👉 IBM is a stable, long-term compound growth company.

📊 Fed Meeting in Focus The Federal Reserve kicks off its 2-day meeting today. Markets expect no rate cut, keeping the outlook uncertain. 👉 Key macro driver for today’s market.

Jensen Huang: future AI systems will need both copper & optical networking—echoing Hock Tan’s view. This gives some validation to #ALAB & #CRDO, but the long-term narrative hasn’t changed. Investing is about direction, not chasing hype.

What do you all think? Share your thoughts!

Tensions in the Middle East and the Strait of Hormuz could impact global aluminum supply, with the market already tight. 💥 As a leading producer, AA is positioned to benefit from rising aluminum prices, with a short-term rebound possible. 📈 #USstocks