Netanyahu is getting really excited over another reason to bomb a middle east country or flatten a hospital. Trump too. They can't wait to sabre rattle.
Khameini says no deal, tightens grip on uranium and Hormuz strait. Oil to $150/bbl maybe.
Chips CONTINUE to be overvalued heavily as musk rushes in to cash in on the bubble by IPOing another lossmaker he can wrap into another company. Musk is very experienced, he lived through dotcom and knows how to make a quick buck swindling indexes before the fall.
Indexes need to come down 30... maybe 50%. Lots of froth as they pile lossmaking companies into index funds disproportionately, and AI, chips, memory and now even space companies are all deeply intertwined. This is what we call shadow banking.
If you like indexes now, you'll love them at 50% off guys.