$NVIDIA(NVDA)$ $Amazon.com(AMZN)$ $Alphabet(GOOG)$ $SpaceX(SPCX)$ The market is borderline at extreme fear, with consensus expectations still pointing to rate hikes, of all things. Meanwhile, Hormuz traffic has normalized, and Gulf commodities are hitting new post-conflict lows every day. The market is bracing as if we're back in the pre-Bidenflation era, which mathematically isn't possible.
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