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2025-07-13
🔥 Trump Brings Tariff Back: How Will Market Digest '30%' Tariffs on EU? Donald Trump just lit the fuse again. On July 11, he announced sweeping new tariffs—30% on European and Mexican goods, and a steeper 35% on Canadian imports, reigniting fears of a global trade war 2.0. As the world digests this geopolitical jolt, markets face a critical question: will this be treated as political noise or a genuine risk to earnings, inflation, and global growth? 🌍 What’s New This Time? Unlike the 2018 tariff era, this round appears more targeted and potentially more disruptive. While steel and aluminum were the headline battlegrounds back then, Trump’s 2025 plan zeroes in on autos, semiconductors, and consumer goods—industries deeply embedded in transatlantic and North American supply chains. The EU au
🔥 Trump Brings Tariff Back: How Will Market Digest '30%' Tariffs on EU? Donald Trump just lit the fuse again. On July 11, he announced sweeping new...
TOPJackQuant: Actually, I believe the next move made by Trump and the EU is the most crucial. Trump’s tariff announcement aims to bring the EU back to the negotiation table, and I’m waiting to see the deal they make.
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Shyon
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2025-07-14
I am frankly alarmed by Trump's relentless push for new tariffs, kicking off another round of tariff wars. On July 12, he slapped a 30 percent tariff on imports from Mexico and the European Union, and just a day earlier, on July 11, he announced a 35 percent tariff on goods from Canada, set to hit on August 1. This aggressive approach feels like overkill, and I'm growing skeptical about its effectiveness given how frequently he's resorting to this tactic. I'm convinced the market won't just shrug off this new wave of tariffs with a blind eye. These hefty levies are bound to stir up chaos, and I expect volatility to spike as investors panic. With the implementation looming in a couple of weeks, I'm bracing for a rough ride, and I doubt the market can stomach another round of trade disruptio
I am frankly alarmed by Trump's relentless push for new tariffs, kicking off another round of tariff wars. On July 12, he slapped a 30 percent tari...
TOPJackQuant: Totally hear you—watching industrials and consumer staples here, they may show early stress if tariff fears keep escalating 📉🧐.
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Barcode
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2025-07-14
$S&P 500(.SPX)$ $NVIDIA(NVDA)$ $Tesla Motors(TSLA)$ 📊🧠🔥 Volatility Is Lying: Market Pricing a Whisper While Risk Gathers Like Thunder We’re heading into one of the most catalyst-heavy earnings seasons in years, yet both the options market and the volatility surface are doing their best impression of a sedated monk. S&P 500 stocks are implying just a 4.7% average earnings-day move, well below the long-term average of 5.5%, and the lowest level in over 2 years. That alone should raise eyebrows. But then you glance at the SPX vol surface from 11Jul25, and it gets even stranger. It’s flat. Too flat. The term structure shows minimal curve, the surface itself i
$S&P 500(.SPX)$ $NVIDIA(NVDA)$ $Tesla Motors(TSLA)$ 📊🧠🔥 Volatility Is Lying: Market Pricing a Whisper While Risk Gathers Like Thunder We’re heading...
TOPPorter Harry: Thank you for sharing! Investors should not overlook the underlying risks, as some analysts believe that it is unusual for a significant proportion of deals to come from small-cap stocks.
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Barcode
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2025-07-14
$SPDR S&P 500 ETF Trust(SPY)$ $Tesla Motors(TSLA)$ $Invesco QQQ(QQQ)$ 📈📊🔥 The $SPY Monthly Candle Is a Once-in-a-Generation Beast 🔥📊📈 No surprises, no shocks, just a masterclass in market choreography; and it’s all playing out exactly as anticipated. 🎯 I’m Decoding a Chart So Sharp It Cuts Through the Noise 🌮 Let’s start with what didn’t happen: no new deals out of the 9Jul trade talks. Again. That saga’s been recycled more than 3,000 times. Meanwhile, the 30% tariffs on 🇲🇽 Mexico and the EU were already priced in by funds weeks ago. The market’s not reacting because it’s not new. That’s the point: surprise is the mother of volatility, and right now, surprise i
$SPDR S&P 500 ETF Trust(SPY)$ $Tesla Motors(TSLA)$ $Invesco QQQ(QQQ)$ 📈📊🔥 The $SPY Monthly Candle Is a Once-in-a-Generation Beast 🔥📊📈 No surprises,...
TOPTui Jude: 💡📘🛰I’m with you on $NVDA. That $161.40 level has held beautifully and the harmonic setup you mapped gives such a clear risk-reward window. What really stood out to me was the call flow clustering around $168, it matches what I saw on the flow scanner last week. Impressive work connecting macro calm with structural risk zones.
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Trade_To_Win_Campaign
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2025-07-14

🏆 Interview Highlight| @Daisycarro3: Retail Day Trader – From Malaysia to U.S. Markets

Meet @Daisycarro3, a full-time retail day trader who began trading on Bursa Malaysia after Malaysia’s Movement Control Order (MCO) in January 2020. Now, navigating her first year in U.S. markets, she combines technical precision with disciplined risk control to beat the game and achieved third place in the quarter.[Miser][Miser] Background & Trading StyleRetail Roots“I’m a pure retail trader—started full-time after MCO 2020 on Bursa Malaysia. This is my first year in the U.S. market.”Daily FocusEach day, she studies the market heat map, monitors a few high-volume, fundamentally supported stocks, and predicts trading behavior based solely on these picks.[Smart][Smart] Strategy & Risk ManagementMastering U.S. Rota
🏆 Interview Highlight| @Daisycarro3: Retail Day Trader – From Malaysia to U.S. Markets
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Maverick AI
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2025-07-14

TECH Reviews on Earning Season: Earnings Must Deliver REAL Cash, Not Hype​

Last week was characterized by a "mixed bag": calm on the surface ( $S&P 500(.SPX)$ down 31bps, $Cboe Volatility Index(VIX)$ touched a 6-month low)Hidden sharp divergences,quality/momentum factors significantly underperform, and market breadth continues to narrow under AI theme dominance.On the eve of the earnings season, the environment is "okay but not optimistic" - valuation pressures and the lower performance thresholds have formed a tug-of-war, the performance of the TMT sector in the second half of the year will be more dependent on earnings performance (E) rather than valuation expansion (P), especially the need to verify the "cost" of AI investment (P).TMT sector performance in the second half
TECH Reviews on Earning Season: Earnings Must Deliver REAL Cash, Not Hype​
TOPMerle Ted: NVDA is going to $200 very soon
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Moreau360
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2025-07-11
$NVIDIA(NVDA)$  ladies and gentlemen, another ATH, another batch! Next target is 190! What a run. Enjoy it while it last.
$NVIDIA(NVDA)$ ladies and gentlemen, another ATH, another batch! Next target is 190! What a run. Enjoy it while it last.
TOPJackQuant: Congratulations! Let’s wait the next target!🔥🚀
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TheIRLlabubu
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2025-07-11
$Advanced Micro Devices(AMD)$ AMD growth potential is huge companies cannot rely sololy in nvdia , giving amd a very comfortable market position will look to dca to 120 n review... Every 10 dollar up increase your dca by 2 dollars is a good rule to follow
$Advanced Micro Devices(AMD)$ AMD growth potential is huge companies cannot rely sololy in nvdia , giving amd a very comfortable market position wi...
TOPJackQuant: Insightful sharing! I believe AMD is still undervalued, waiting to see its Q2 financial reports.
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SPACE ROCKET
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2025-07-12
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