TraderS | 缺德道人
TraderS | 缺德道人|Jul 17, 2026 13:40
Looks like we can't count on Trump anymore. Not only that, but things might escalate further with Iran over the weekend. Yesterday, the U.S. military already started targeting Iran's non-military assets and civilian infrastructure. If Iran retaliates by directly attacking neighboring countries' oil facilities, oil prices could skyrocket. This could cause the stock market crash to spread from the storage sector to the entire industry. After all, the three major U.S. stock indices haven't really dropped much yet. If oil prices rise, the inflation data that just cooled off a few days ago will spike again, which will increase rate hike expectations and put more pressure on the stock market. People have been comparing AI to the internet bubble, which highlights the scarcity and short-term irreplaceability of AI-level narratives. In a way, this can be seen as a psychological comfort—a positive sign that after AI pulls back, there's still hope for a comeback. Even if the storage sector gets completely squeezed dry, there's still room to speculate on sub-sectors under the broader AI concept. This content is sponsored by @BITstocks_CN. Buy U.S. stocks on BIT—16,000+ U.S. stocks and ETFs, real holdings, and enjoy dividend payouts.
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