Today, reports continue to emerge about two oil tankers encountering mines in the Strait of Hormuz. After Trump rejected peace talks with Iran, there has not been a clear response from Iran either. The situation with the United States remains one of attrition. The good prospects from last week have now disappeared. I am being very cautious about oil prices; even though I only have a small position, I am still hesitating whether to short it, mainly because I don't see a favorable attitude right now.
Stocks and Bitcoin continue to drop today. Although I don’t want to admit it, it’s very likely still because of Huang. Yesterday, a friend mentioned that Nvidia had exhausted its bad news, but today a third romantic relationship has emerged. I think this isn’t over yet; extramarital affairs may not be the biggest issue. The two biggest concerns should be: one, whether Nvidia will see a decline in performance without Huang; and the other is the inquiry from the House of Representatives.
Today, Musk expressed support and said he hopes to call on Nvidia to reinstate Huang as CEO, which shows Huang's importance to Nvidia. Next week is when the House will question Huang. My concern is that if they truly believe there is espionage involved, could it create more adverse factors for Nvidia? It’s important to know that current AI developments heavily depend on Nvidia; when Nvidia rises, everyone benefits, and when Nvidia falls, everyone feels worse.
A friend also asked me about my views after the midterm elections and whether I still think it's a positive factor. From a probabilistic standpoint, I believe the performance after the midterms will be quite good. Right now, the biggest positive factor might be a reconciliation between the U.S. and Iran. Although I don't know when that will be, as long as there’s reconciliation, oil prices and inflation won’t be issues, and investor sentiment will surely turn around.
A @Gate, trading more markets
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