📈 Tech Rips on Nvidia News

😎 Market Vibes

It's Tuesday, but markets are moving like it's a Friday freakout. CPI came in hot-ish, Nvidia got the greenlight to ship chips to China, and Trump's trying to revive the tariff wars. Tech's on a heater, banks are dragging, and Bitcoin just fell down a flight of stairs. Welcome to another episode of "What Are We Even Trading Anymore?"

📈 Quietly Confident, Loudly Hedged

• 📊 CPI Pops, But Just a Bit: Headline CPI came in at +0.3% MoM and +2.7% YoY-slightly hotter than expected, but not enough to freak out the Fed doves. Inflation might still be sticky, but markets shrugged.

• 📈 Tech Rips on Nvidia News: Nasdaq futures jumped +0.6% after Nvidia got the green light to sell its China-bound H20 chips. Uncle Sam giveth, and semis rallyeth.

• 🏦 Banks Can't Catch a Break: Dow futures dragged -0.1% as JPMorgan and Wells Fargo dropped earnings that screamed "meh." Credit costs rising, guidance cloudy-investors unimpressed.

• 📉 Yields Drift Lower: The 10-year Treasury yield slipped to 4.42% after CPI data cooled fears of a hawkish Fed. Bonds be chillin'.

• ₿ Bitcoin Flashes Volatility: BTC nosedived from $123K to $116K premarket as traders booked profits and Asia-led risk-off flows accelerated. Volatility is the only constant.

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💸 Trade Talk

CPI came in a touch hot at +0.3%, but not hot enough to derail the Fed's soft-landing fantasy. Markets yawned, and tech did the heavy lifting. Nvidia's surprise greenlight to sell H20 chips in China threw gasoline on the semi rally and SMH and SOXX lit up in premarket as traders piled back into AI exposure.

Meanwhile, banks are limping into earnings season. JPMorgan showed strength but failed to impress, and Wells Fargo delivered a forgettable quarter with rising credit costs and foggy guidance. If profit margins are this tight while rates are still high... what happens when the cuts kick in?

🧠 Big Brain Energy

10‑year yields are chilling around 4.42%, still hovering just under the Fed's ~4.5% policy rate. That's a weird look. Normally, long yields dipping below the Fed Funds rate screams "recession incoming," but this time it just shrugs. Bond bears have eased off, even as rate cuts stay stuck in the maybe zone. Meanwhile, equities are vibing like it's 2021 again.

The curve's still inverted, the landing's still soft (allegedly), and everyone's pretending those two things can exist at the same time. Balance that equation in your head.

🧨The Outrage Meter

Nvidia just got the official go-ahead to resume sales of its H20 AI chips to China-and Wall Street threw a party in the semiconductor aisle. Traders practically sprinted back into SMH, SOXX, and anything that breathes AI.

But don't get too comfy. At the exact same time, Trump is out here threatening 30% tariffs on the EU and Mexico starting August 1, reigniting full-blown trade war vibes from the 2018 vault. Yes, the same playbook. The market's trying to price in "AI world domination" and "global supply chain disruption" in the same week. Good luck balancing that logic.

Peak 2025 energy: celebrate exports, panic over imports, and pretend that's not a contradiction.

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🤔What Do You Think?

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