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Bitcoin is back above $70,000, boosted by Trump's crypto executive meetings, the Clarity Act narrative, short liquidations, and the Treasury buyback announcement, and Vonnie expects the Bitcoin rally to continue today.
Copper supported by tariff-driven supply concerns.
Copper is trading near its highs with the spot-to-three-month spread at its widest since 2021 because massive tariff-driven inflows into the U.S. are creating supply concerns elsewhere.
European gas prices are higher because storage is not as full as it should be this time of year, and Bloomberg Intelligence estimates storage could end winter at about 20% of normal levels.
President Trump's announcement that Intel will partner with Apple on domestic chip production is a significant positive for Intel, as it could secure a large client and validate its domestic manufacturing strategy.
Apple CEO Tim Cook's statement that rising memory chip prices are unsustainable and will force Apple to raise product prices indicates strong pricing power for memory chipmakers, making stocks like Marvell Technology attractive.
Apple CEO Tim Cook's statement that rising memory chip prices are unsustainable and will force Apple to raise product prices indicates strong pricing power for memory chipmakers, making stocks like Marvell Technology attractive.
The resumption of tanker traffic through the Strait of Hormuz, led by Saudi supertankers carrying 6 million barrels, is seen as very positive for oil markets and GCC exporters, although a full return to pre-war volumes will take weeks or months.
Alphabet holds a $6 billion stake in SpaceX and directly benefits from its success, while its own AI business provides additional upside, making it a winner either way.
Vonnie Quinn has 9 trade ideas tracked on Buzzberg across 9 tickers since February 2026. Ranked #1068 on the Buzzberg Alpha leaderboard. Most covered: BTC, GOOGL, SMH.
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