LighthouseSays

BlackRock's report is quite interesting.
On the surface, it discusses CPI and the US-Iran situation, but in reality, it's giving the market a warning. The 4.2% CPI expectation far exceeds the Federal Reserve's 2% target, which means if Wednesday's data confirms this,
the expectation of rate hikes will instantly heat up.
But there's a detail worth noting here. BlackRock specifically mentions the Strait of Hormuz and oil inventories together, which is no coincidence. US oil inventories are near a 40-year low, and if the Middle East situation worsens, a surge in energy-driven inflation is a

The accuracy rate of US-Iran call signals for crude oil is 100%
When it hits, it rises; when it aligns, it falls
$CL

Old Huang says:
Don't worry about this bubble or that bubble
Stock fluctuations are buying opportunities
After speaking, it rebounded before the market opened
The king of stock call signals!
#AVGO #NVDA #MRVL

Non-farm employment significantly higher than expectations
Next, no rate cuts are expected
The rate hike expectations are starting to rise
The stock market has fallen over the past two days, likely due to expectations
$BTC
Currently, the crypto market is suppressed by negative news
Spot BTC ETF has been outflowing for several consecutive days, with a total outflow of over $4 billion since May 15, about $1.4 billion outflow this week
There have also been large-scale liquidations in the past 24 hours, totaling about $1.76 billion, approximately 1.8 billion people wiped out
Holdi

Another 180k seasoned retail investors in the crypto space are facing exit.

Tonight's non-farm payroll report is an important indicator to test the strength of U.S. employment growth since the beginning of the year.
But tonight's non-farm payroll data can basically be considered bearish.
Currently, market expectations are centered around 8.5%, consistent with the forecast.
The past few data points show that ADP private employment increased by 122k, described as one of the rare broader hiring trends in recent years, and the market is reluctant to bet on non-farm payroll data significantly below expectations.
JOLTS data shows that April job openings jumped to 12

Now is the best time to buy stocks related to humanoid robots.
This is a visible trend.
Focusing on Yushu-related companies domestically is enough.

I never thought that 68K and 65K would be just paper-like.
So, 60k must break!
The overall direction today is still bearish; this morning's technical rebound from 61K confirms that the bottom has already been seen.
BTC and ETH are both in a daily + 4-hour resonance of decline; although there was a rebound due to deep sell-offs in the short term, based on structure, order flow, and liquidation distribution, the rebound seems more like providing liquidity for the bears above rather than a trend reversal point.
As of now, ETH and BTC have intraday lows of 61,503 and 1,730.46 respectively.

The CZ of the U.S. stock market: Huang Renxun, one sentence that sent shockwaves through the waves
On the second day of Computex in Taipei today, NVIDIA CEO Huang Renxun and Marvell CEO appeared on stage together and said that Marvell will become the next trillion-dollar company.
This remark directly pushed the U.S. stock market pre-market up by 50 dollars—
from 220 to around 270.
After the U.S. stock market opens tonight, I’m going to look for an opportunity to buy in.
Mr. Huang said that in the future, key capabilities have shifted from CPUs to the computing power of the entire dat

Xinhua News Agency: The bubble is too big
Be aware of the risk of rupture

Oh! The little couple (America and Iran) are fighting again
$BTC Before breaking through and stabilizing above 74,000
We need to follow the trend to 68K for a decent rebound to be possible

Up to over 2 billion, accounting for half of the total transaction volume of 4.4 billion
Position volume is 269 million