Weekly:Fed Holds, Hormuz Reopens: Tech Rallies, Oil Crashes, BoJ Hits 31-Year High
Last Week's Recap 1. Weekly Market Digest: Peace Deal Rally, Warsh's Hawkish Hold, PPI Shocks, Oil Crashes Peace deal — U.S.-Iran peace agreement reopened the Strait of Hormuz; NASDAQ +2.43%, S&P 500 +0.93%. Tech/semis surged double-digits; SpaceX ($SPCX) jumped ~20% in its second trading day. Fed debut — Warsh's first FOMC held rates steady but left the door open for late-2026 hikes; press conference spooked markets Wednesday (S&P -1.4%, NASDAQ -1.5%), with a partial Thursday rebound ahead of the holiday weekend. PPI shock — Wholesale prices rose 1.1% MoM, crushing the 0.7% consensus and reigniting inflation fears. Bond swings — 10-year Treasury yield traded around 4.48% early week before settling near 4.46%; the 2-year climbed 15bp as markets repriced Fed expectations post-meetin
$Taiwan Semiconductor Manufacturing(TSM)$ I bought 0.16 shares few days ago after giving up waiting for deeper dip. Seems like it might not be the wrong move to buy small
$NVIDIA(NVDA)$$NVIDIA(NVDA)$ hasn't been existing lately. But it is still a good investment to have. I believe It is just a matter of time before it hits $300. Go $NVIDIA(NVDA)$
$Elixir Energy Ltd(EXR.AU)$ The share price hits a recent top of 18 cents during the peak of US-Iranian-Israeli war before correcting back. The question on many people minds is if peace is finally here and the Strait of Hormuz is finally opened for good... it appears to be so with recent events, Trump urging constraint from Israeli despite the fighting going on in Lebanon. Iran also only briefly returned fire when US did their target strikes around its coastal region. Negotiations in Switzerland have just been completed and a roadmap has been agreed upon by both parties. In theory, this doesn't look too good for oil and gas play like Elixir Energy. On a broader picture, nothing much really changes for oil and gas play. With infrastructure in the
$Salesforce.com(CRM)$ This is a crazy crazy low price we are seeing now. The recent earnings 2 weeks ago was a beat, crushing estimates & crm is aggressively buying back its own shares. Also it is using agentic AI to enhance its products. Market irrational fears of AI disruption are not showing up in the numbers. Buy this severe dip.
Hold onto $CoreWeave, Inc.(CRWV)$$Corgi CRWV 2x Daily ETF(CRWX)$ firmly, keep holding. It'll be included in the Nasdaq 100 this week. $Broadcom(AVGO)$ finally surged today, it'll soon be above 400. Today, let's see if $SpaceX(SPCX)$ can successfully break through 210. There are many calls, if it breaks through, it'll be easier to push it higher later.