$SPDR S&P 500 ETF Trust(SPY)$ To me, the real catalyst here is a once-in-a-lifetime level of deregulation and favoritism for the wealthy. That's the whole story. That's the driver. Other factors like Iran or economic numbers aren't touching the markets right now. Honestly, all the noise about oil, bonds, the carry trade, inflation... it just doesn't matter at the moment. You need to look beyond that.
Looking at the 3-month chart, the recent movement has been normal backing and filling. The uptrend remains intact and should resume soon once this phase is over. Stock prices go up and down – $Nokia Oyj(NOK)$ is no exception. Keep the faith and stay positive.
$Lumentum(LITE)$ Where else can you find optical lasers of this quality today? Coherent is okay, and AAOI is smaller and riskier. The big money is going to Lite.
$Nokia Oyj(NOK)$ Trading volume is high. Nokia looks like the future for 6G communications and sophisticated CPU data transfer. Practically, it's the ground where all that futuristic AI and robotics will play out. It has turned out to be the top performer in this space. I believe Nokia can reach $20.
$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ Earnings for the semis were substantial, that much is concrete. I'm still leaning towards SOXL. As for that useless hype on Intel with a target of 80, not really buying it. LOL.