The threefold pressure on the current US stock market (covering Mag 7 companies: Microsoft, NVIDIA, META, etc.; application layer such as Palantir)

This live broadcast will focus on the three major pressures currently facing the US stock market:

1. Energy shocks and stagflation concerns triggered by geopolitical conflicts

2. Structural changes in the AI narrative shifting from computational infrastructure to the application layer (Examples: Palantir, EXL, Intapp, Cloudflare)

3. Liquidity risks in the private credit market and a crisis of confidence in NAV valuations, while also covering the latest performance and divergence of the Magnificent Seven (Microsoft, NVIDIA, Google, etc.)

$CoreWeave (CRWV.US)$$NVIDIA (NVDA.US)$$ASML Holding (ASML.US)$$Circle (CRCL.US)$$Futu Holdings Ltd (FUTU.US)$$Coinbase (COIN.US)$$BigBear.ai Holdings (BBAI.US)$$Tesla (TSLA.US)$$Palantir (PLTR.US)$$Advanced Micro Devices (AMD.US)$$Arm Holdings (ARM.US)$$Robinhood (HOOD.US)$$PayPal (PYPL.US)$ $Palantir (PLTR.US)$$Futu Holdings Ltd (FUTU.US)$$NEBIUS (NBIS.US)$$Bitmine Immersion Technologies (BMNR.US)$$Baidu (BIDU.US)$$NIO Inc (NIO.US)$$Meta Platforms (META.US)$$Apple (AAPL.US)$$Microsoft (MSFT.US)$$SanDisk (SNDK.US)$$Corning (GLW.US)$$Oscar Health (OSCR.US)$

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