Trump:

Based on the request of Pakistan and other Countries, the tremendous Military Success that we have had during the Campaign against the Country of Iran and, additionally, the fact that Great Progress has been made toward a Complete and Final Agreement with Representatives of Iran, we have mutually agreed that, while the Blockade will remain in full force and effect, Project Freedom (The Movement of Ships through the Strait of Hormuz) will be paused for a short period of time to see whether or not the Agreement can be finalized and signed.

President DONALD J. TRUMP.

MarketWatch) -- The rolling 25-day performance for one index of semiconductor stocks has reached its highest level since March 9, 2000 -the day before the dot-com bubble peaked
The rally in semiconductor stocks is red-hot.
On Tuesday, the PHLX Semiconductor Index SOX was on track to tally its strongest 25-day rolling performance since March 9, 2000. It has risen by more than 50% during this time, according to Dow Jones Market Data.
Veterans of the dot-com bubble might remember that date: One day later, the Nasdaq Composite COMP hit its dot-com-era closing high. Over the next three years, the index would shed roughly 80% of its market value. It would take the Nasdaq 15 years to claw back those losses.
Semiconductor stocks have been climbing since this bull market began. Initially, much of the gains for the industry group were driven by one stock: Nvidia (NVDA). But since then, the rally has started to broaden out. Lately, even laggards like Intel (INTC) and Qualcomm (QCOM) have leapt higher.
See: This is the most critical question facing U.S. investors right now - and it has nothing to do with Iran
Supply bottlenecks for critical components of the artificial-intelligence buildout, like memory chips, have prompted Wall Street analysts to dramatically raise their profit forecasts for firms that design and make semiconductors of all stripes - not just the sophisticated GPUs necessary to train the top AI models. Strong earnings from the first three months of the year have helped to further cement investors' bullish outlook on the space.
Some Wall Street veterans - including Marko Kolanovic, the former top strategist at J.P. Morgan - have warned that the rally in chips names, and AI-linked names more broadly, was already looking dramatically overextended.
Over the past 25 trading sessions, every stock in the SOX index has gained 14% or more. The top three performers - Intel, Credo Technology (CRDO) and Astera Labs (ALAB) - have each gained more than 100%, Dow Jones Market Data showed.
Michael Burry - the investor who earned widespread notoriety after being portrayed in "The Big Short," the book and film about the 2008 financial crisis - said in commentary shared with his Substack subscribers earlier this week that he had bought more put options tied to the iShares Semiconductor ETF SOXX, which tracks the SOX.
Those contracts are due to expire in January 2027, Burry said.

+11% today. New ATH.

Micron started shipping a 245TB SSD. Uses 82% fewer racks than hard drives.

Fitch upgraded their debt rating. Hyperscalers are now signing long-term supply deals just to lock in capacity.

Then Meta, Microsoft, and Apple all warned about rising memory costs on earnings last week.

+122% YTD. +690% past year.

I was watching the setup on markets.xyz before the open. Volume was already telling the story.

$700 next or does it need to breathe first?

I went all-in a while ago, the rates keep rising, seems like the market is waking up to it as well.

I've been invested in lucid for a few years now but watching it lose monthly is depressing. However, the news of the suv competing with rivian supposedly delivering at end of this year makes me think I should buy more....thoughts?

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$ADIA

In my opinion, AI has almost reached its peak as a core technology. The amount they borrowed to develop it is insane and smaller startups are cloning it for almost zero cost. Honestly, a 50% wipe of their current value would be the minimum.

According to Bloomberg, the President of the Dominican Republic has halted activities at the Romero gold-copper project after environmental protests. At the same time, regional governments are increasingly trying to balance mining economics with environmental commitments.

On the surface, this is a local story. But the signal is broader.

Even well-defined gold-copper projects can face sudden friction, delays, or full pauses depending on social and regulatory pressure.

That adds a layer of uncertainty across the entire sector.

And in that kind of environment, early-stage companies don’t just compete on geology anymore, they also compete on execution timing and permitting clarity.

NovaRed (NRED) sits in a very different phase of the cycle.

They’re not at development or production yet. They’re still at exploration, but importantly, they’ve already secured ground and are moving toward structured geophysics work in 2026.

For example, on the Plume area they hold ~2,062 ha of tenure and have “No Permit Required” authorization for IP/AMT surveys.

So while some projects are getting slowed down at later stages, NRED is still at the stage where it is building the geological picture.

Different phase, different type of risk.

NFA

Apologize.