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26 Apr 2026 3 minute read 0 comments miri2021
The current global macroeconomic landscape is the most complex in recent history. The simultaneous escalation of two major conflicts—the war in Ukraine and the conflict between the United States and Iran (erupted on February 28th)—has shattered globa...
24 Apr 2026 2 minute read 0 comments Perfectionist25
AMD has been working on custom chips for years, and I believe that by 2026, this will pose a huge problem for AVGO and ARM. The biggest advantage of #ASICs from the beginning was that they could be designed entirely for specific purposes; this allowe...
20 Apr 2026 2 minute read 0 comments miri2021
US-Iran Standoff Enters Critical Phase The confrontation between the United States and Iran is entering a critical phase. The existing truce remains active but lacks an official renewal, amid mutual accusations of violations. Washington is contesti...
19 Apr 2026 3 minute read 0 comments Perfectionist25
When we talk about war pricing, oil is usually the first thing that comes to mind. Then we learned that gas is a bigger issue. Later, it expanded to a bizarre range, from helium to sulfuric acid. A less frequently discussed topic was its impact on fo...
16 Apr 2026 1 minute read 0 comments miri2021
Perhaps Michael Saylor won't come out on top, at least not this week. Yesterday, Thursday, April 16, closed with a sharp slowdown in Strategy's purchases, while BlackRock's iShares concluded the day by acquiring another ~3,900 Bitcoin, renewing the c...
13 Apr 2026 3 minute read 0 comments Perfectionist25
Last week began with Iran rejecting a ceasefire offer, the US bombing petrochemical plants, and Trump's latest ultimatum being implemented. In the middle of the week, however, a two-week ceasefire agreement brokered by Pakistan, signed in the last 90...
5 Apr 2026 3 minute read 0 comments Perfectionist25
What most influenced the markets this week? Trump's contradictory messages regarding the war with Iran, oil holding above $100, gold unable to decide whether it's a safe haven or a source of liquidity, and a Fed stuck on a "single/minimal rate cut" p...
3 Apr 2026 7 minute read 0 comments Perfectionist25
The market for $SOFI is caught between its 'best operational period' and its 'worst pricing period'. While the company announced its strongest financials in history, its share price is being pressured by recent developments. On one hand, there's a st...
1 Apr 2026 4 minute read 0 comments StealthEX
The tokenized stocks market has officially entered the mainstream. As of March 2026, the sector’s aggregate market cap has crossed the 1billion milestone, attracting over 185,000 holders, a staggering leap from roughly 20 million and fewer than 1,500...
31 Mar 2026 6 minute read 1 comment Perfectionist25
I'm feeling something different than everyone else right now, and I wanted to write it down because it feels better to let it out and share it with you rather than keeping it in my head. Why am I constantly analyzing this? I'll try to explain the gen...
