Fueled by surging AI demand, semiconductor stocks have gone parabolic with a vertical advance relative to the broad market. The Semiconductor ETF ($SOXX) is up 163% over the past year vs. a 29% gain for the S&P 500 ETF ($SPY)

Surging commodity prices will push CPI above 4% YoY in May and US inflation will likely be above 7% annualized for the 2nd quarter unless the Iran war ends soon. Memorial day weekend gas prices in US are at a 4-year high ($4.56/gallon), up over 50% since the start of the war.

- Annual returns of the S&P 500 vs. Warren Buffett since 2000 - Most people think Warren Buffett crushed the market - Actually, since 2000, he's beaten the S&P 500 by just 2.5% per year - But that "small" edge over 26 years means: Berkshire: $10K + $134,0000 S&P 500: $10K + $73,000 - An extra $61,000 - from a 2.5% edge

According to their earnings report. Here's a look at the numbers: Revenue: $81.6B vs. $78.8B est. EPS: $1.87 vs. $1.77 est. Data Center: $75.2B actual vs. $73.5B est Q2 guide: $91B vs. $86B est. Jenson has created a financial fortress with $50B in cash on hand compared to just $8.5B debt—solid quarter for Nvidia reporting Data Center growth up +92% YoY. Question: Are you long or short Nvidia at $220?

Stocks closed Friday like the war is over. Oil closed like it's about to restart. One of them is wrong by Monday. Iran's Supreme Leader ordered the enriched uranium to stay in Iran. That was the one line the US said it won't cross. Fresh strikes are back on the table. Where Friday closed: 💸Bitcoin: $75,650 (-2.4% on the day) 🛢 Brent: $103.94 (still pricing war risk) 🥇 Gold: $4,510 (off the highs, +34% YTD) 📈 S&P 500: 7,473 (priced like nothing happened) Using SMC, we mapped this weekend's setup: • The $4,400 gold level that decides the entire bull case • Why Brent is the wrong tell. Watch this number instead. • Why Bitcoin's $76k floor matters more than the headlines Better be prepared and check the full analysis