Wall Street's Back on the Rate-Cut Juice🧃

😎 Market Vibes

🔥 Rate Cut Roulette Begins (Again)
April CPI dropped, and Wall Street's already popping champagne like it's pivot season. The Dow's on a tear, the Nasdaq's floating on AI fumes, and Bitcoin's grinding toward another breakout. Meanwhile, oil's doing its best "don't look at me" impression. It's one of those days where logic takes a backseat, vibes take the wheel, and everyone pretends the Fed didn't say "higher for longer" last week. Let's roll.

🥳 Stocks party while oil sulks in the corner

• 📈 Stocks Surge on Cool CPI: The S&P 500 opened up 0.7% after April inflation came in just soft enough to revive rate cut fantasies. Wall Street's back to betting on Fed pivots - again.

• 🏦 Dow Blasts Higher on Boring Bets: The Dow jumped nearly 3% at the open, carried by defensive names like healthcare and utilities. Apparently slow and steady is beating sexy and speculative this week.

• 💻 Nasdaq Pops as AI Froth Returns: Up 1.6% and feeling itself, the Nasdaq rode another wave of AI hype and chip stock euphoria. Nvidia earnings are next week, and the countdown to volatility has begun.

• 🪙 Bitcoin Tests the Highs: BTC broke above $102K and is gunning for its January peak. Bulls say institutional money is here to stay — skeptics say “double top incoming.” The chart, as usual, says: buckle up.

• 🛢️ Oil Slips Despite Global Tension: WTI crude dipped below $67 as traders shrugged off supply risk and priced in softer demand. Even war can’t compete with weak macro vibes right now.

💸 Trade Talk

CoreWeave's Gonna CoreWeave

AI darling CoreWeave reports earnings after the bell today, and the hype is frothy enough to churn butter. Street's expecting $857M in revenue and a tiny loss - but let's be real, no one's buying this thing for profits. They're buying the dream: racks on racks of GPUs, juicy enterprise contracts, and enough cloud flex to make AWS side-eye.

It's already up 50% since March, now chilling at $60.82. One whiff of strong guidance, and this thing could rocket. But if they fumble the AI narrative? Cue the rugpull. Buckle up - this one's either 🚀 or 💀.

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Goldman Sachs Just Analyzed Trump's Oil Tweets. Seriously.

We've officially entered simulation mode: Goldman Sachs crunched over 1,000 Trump social posts to figure out his favorite oil price range. The magic number? WTI around $40-$50 a barrel. Right now it's closer to $66 - so if Trump's back in the mix, expect tweets, tantrums, and maybe a little price pressure.

The takeaway? Markets aren't just watching the Fed or OPEC anymore - they're watching Truth Social. Incredible.

🧨The Outrage Meter

Bitcoin's Double Top Drama - Or Just Another Tuesday?

Bitcoin's once again flirting with its January highs near $109K - and the chart watchers are screaming "double top" like it's 2021 all over again. Could it break out? Maybe. Could it nosedive? Also maybe. But here's what's actually outrageous: despite years of volatility, hacks, regulatory threats, and about 9,000 "Bitcoin is dead" headlines, crypto still refuses to die.

That kind of resilience - especially in an era of sovereign debt sprees, political chaos, and currency dilution - might make digital assets worth a thoughtful allocation.

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🤔What Do You Think?

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