NVIDIA has recently engaged in various collaborations, with Japan, with China's Alibaba, with Intel, and with OpenAI. OpenAI has also been involved in various partnerships, first collaborating to expand Asian chip manufacturing and recently seeking capital in the Middle East. These recent activities indicate that the AI concept in the US stock market is set to explode again, so there is no need to worry about a decline in US stocks as Bitcoin is correlated with them. Therefore, I speculate that we won't see a double top here, and interest rate cuts will only briefly end in December; we are still in a favorable period for rate cuts. Long positions will continue to speculate, and we are also looking forward to the expansion of the balance sheet and issuing 10-year US Treasury bonds. The only concern is the latest speculation from the "Wind Listener's Silkworm" about the US potentially striking Iran. However, I believe the US should be well-prepared, and it will be a round of bombings that end quickly, which means US stocks shouldn't fall. Winning a war shouldn't lead to a decline, and it favors the military-industrial complex as well as gold and oil. The US also wants to control oil prices, including threatening Venezuela due to its large reserves, as the US aims to regain oil pricing power. The US is heavily extracting and selling oil while imposing sanctions on Iran and Venezuela's oil, leading to a big pump from winning against Iran. This could also intimidate Saudi Arabia and Qatar, compelling them to continue cutting production, leaving only the US to increase production. Additionally, the US continues to impose sanctions on Russia and pressures India not to buy Russian oil, bullying Iran, which should prevent a stock market decline. Hence, when others are fearful, I am greedy. I will continue to hold long positions and push forward.
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NVIDIA has recently engaged in various collaborations, with Japan, with China's Alibaba, with Intel, and with OpenAI. OpenAI has also been involved in various partnerships, first collaborating to expand Asian chip manufacturing and recently seeking capital in the Middle East. These recent activities indicate that the AI concept in the US stock market is set to explode again, so there is no need to worry about a decline in US stocks as Bitcoin is correlated with them. Therefore, I speculate that we won't see a double top here, and interest rate cuts will only briefly end in December; we are still in a favorable period for rate cuts. Long positions will continue to speculate, and we are also looking forward to the expansion of the balance sheet and issuing 10-year US Treasury bonds. The only concern is the latest speculation from the "Wind Listener's Silkworm" about the US potentially striking Iran. However, I believe the US should be well-prepared, and it will be a round of bombings that end quickly, which means US stocks shouldn't fall. Winning a war shouldn't lead to a decline, and it favors the military-industrial complex as well as gold and oil. The US also wants to control oil prices, including threatening Venezuela due to its large reserves, as the US aims to regain oil pricing power. The US is heavily extracting and selling oil while imposing sanctions on Iran and Venezuela's oil, leading to a big pump from winning against Iran. This could also intimidate Saudi Arabia and Qatar, compelling them to continue cutting production, leaving only the US to increase production. Additionally, the US continues to impose sanctions on Russia and pressures India not to buy Russian oil, bullying Iran, which should prevent a stock market decline. Hence, when others are fearful, I am greedy. I will continue to hold long positions and push forward.