(Part 4 of 5) News and my thoughts from the past week (06Apr2026)

News and my thoughts from the past week (06Apr2026)

Hedge funds' net selling of US tech and communication stocks last week was the largest since September 2024 and the 3rd-largest in 5 years. - X user Global Markets Investor

President Trump's "48-hour warning" to Iran to open the Strait of Hormuz expires at 10:05 AM ET on Monday, April 6th. This also happens to be 35 minutes after the US stock market reopens after the 3-day weekend.

"BIG SHORT" INVESTOR MICHAEL BURRY WARNS: US FINANCIAL MARKETS AND ECONOMY WILL CRASH. "THE PROBLEM IS TOO BIG TO SAVE."

Poolside’s Project Horizon just lost CoreWeave as anchor tenant and its $2B Nvidia-led funding round at the same time. The deal collapsed after Poolside couldn’t stand up its first GPU cluster to CoreWeave’s timeline. The capital followed the compute provider out the door. Now, Poolside is in talks with Google and others to salvage it. The site is still real. 568 acres, 10GW ceiling, Permian Basin. They just need a new anchor. - X user HyperAICapital

“Stocks do not look cheap to me.” - Warren Buffer (from Robert Ross Instagram post)

Indonesia has announced fuel rations and mandated work from home for civil servants, per AFP.

Egypt will begin curbing some electricity use, including by ordering shops and cafes to close earlier, per Bloomberg.

The Federal Reserve and US regulators have proposed loosening capital requirements for large banks, per the Guardian

$Vanguard S&P 500 ETF(VOO)$

$Cboe Volatility Index(VIX)$

After Disappointing Q1, Can Q2 Stage a Rally?

How's your portfolio performing in Q1? What's your trade plan for Q2? Which stock is oversold now?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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This also happens to be 35 minutes after the US stock market reopens after the 3-day weekend.</p>\n<p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/22d10f1b622976a40b718192c31284fd\" tg-width=\"900\" tg-height=\"491\"></p>\n<p style=\"text-align: left;\">\"BIG SHORT\" INVESTOR MICHAEL BURRY WARNS: US FINANCIAL MARKETS AND ECONOMY WILL CRASH. \"THE PROBLEM IS TOO BIG TO SAVE.\"</p>\n<p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d7bc9b89afd4777d9863fcd8e6d79851\" tg-width=\"950\" tg-height=\"648\"></p>\n<p style=\"text-align: left;\">Poolside’s Project Horizon just lost CoreWeave as anchor tenant and its $2B Nvidia-led funding round at the same time. The deal collapsed after Poolside couldn’t stand up its first GPU cluster to CoreWeave’s timeline. The capital followed the compute provider out the door. Now, Poolside is in talks with Google and others to salvage it. 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This also happens to be 35 minutes after the US stock market reopens after the 3-day weekend.</p>\n<p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/22d10f1b622976a40b718192c31284fd\" tg-width=\"900\" tg-height=\"491\"></p>\n<p style=\"text-align: left;\">\"BIG SHORT\" INVESTOR MICHAEL BURRY WARNS: US FINANCIAL MARKETS AND ECONOMY WILL CRASH. \"THE PROBLEM IS TOO BIG TO SAVE.\"</p>\n<p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d7bc9b89afd4777d9863fcd8e6d79851\" tg-width=\"950\" tg-height=\"648\"></p>\n<p style=\"text-align: left;\">Poolside’s Project Horizon just lost CoreWeave as anchor tenant and its $2B Nvidia-led funding round at the same time. The deal collapsed after Poolside couldn’t stand up its first GPU cluster to CoreWeave’s timeline. The capital followed the compute provider out the door. Now, Poolside is in talks with Google and others to salvage it. The site is still real. 568 acres, 10GW ceiling, Permian Basin. They just need a new anchor. - X user HyperAICapital</p>\n<p style=\"text-align: left;\">“Stocks do not look cheap to me.” - Warren Buffer (from Robert Ross Instagram post)</p>\n<p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e53fdb8aebb5e60ffdef8b361d1b6554\" tg-width=\"877\" tg-height=\"900\"></p>\n<p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3ddc50b3db8407ee5364f62aa8db50ff\" tg-width=\"721\" tg-height=\"900\"></p>\n<p style=\"text-align: left;\">Indonesia has announced fuel rations and mandated work from home for civil servants, per AFP.</p>\n<p style=\"text-align: left;\">Egypt will begin curbing some electricity use, including by ordering shops and cafes to close earlier, per Bloomberg.</p>\n<p style=\"text-align: left;\">The Federal Reserve and US regulators have proposed loosening capital requirements for large banks, per the Guardian</p>\n<p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9b79bcba541f5f30d396f6bf8a080431\" tg-width=\"622\" tg-height=\"680\"></p>\n<p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ddb618e1036e27f4eb25cdc801457f93\" tg-width=\"900\" tg-height=\"535\"></p>\n<p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4008b60560afd24422255cef1b7c5ec6\" tg-width=\"578\" tg-height=\"477\"></p>\n<p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9c6853a9f074bce8711df27947df8412\" tg-width=\"785\" tg-height=\"900\"></p>\n<p style=\"text-align: left;\"><a href=\"https://ttm.financial/U/9000000000000149\">@TigerStars</a></p>\n<p><a href=\"https://ttm.financial/S/VOO\">$Vanguard S&amp;P 500 ETF(VOO)$</a></p>\n<p><a href=\"https://ttm.financial/S/VIX\">$Cboe Volatility Index(VIX)$</a></p>\n<h2></h2></body></html>","text":"News and my thoughts from the past week (06Apr2026) Hedge funds' net selling of US tech and communication stocks last week was the largest since September 2024 and the 3rd-largest in 5 years. - X user Global Markets Investor President Trump's \"48-hour warning\" to Iran to open the Strait of Hormuz expires at 10:05 AM ET on Monday, April 6th. This also happens to be 35 minutes after the US stock market reopens after the 3-day weekend. \"BIG SHORT\" INVESTOR MICHAEL BURRY WARNS: US FINANCIAL MARKETS AND ECONOMY WILL CRASH. \"THE PROBLEM IS TOO BIG TO SAVE.\" Poolside’s Project Horizon just lost CoreWeave as anchor tenant and its $2B Nvidia-led funding round at the same time. The deal collapsed after Poolside couldn’t stand up its first GPU cluster to CoreWeave’s timeline. The capital followed the compute provider out the door. Now, Poolside is in talks with Google and others to salvage it. The site is still real. 568 acres, 10GW ceiling, Permian Basin. They just need a new anchor. - X user HyperAICapital “Stocks do not look cheap to me.” - Warren Buffer (from Robert Ross Instagram post) Indonesia has announced fuel rations and mandated work from home for civil servants, per AFP. Egypt will begin curbing some electricity use, including by ordering shops and cafes to close earlier, per Bloomberg. The Federal Reserve and US regulators have proposed loosening capital requirements for large banks, per the Guardian @TigerStars $Vanguard S&P 500 ETF(VOO)$ $Cboe Volatility Index(VIX)$","highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/550414864724320","repostId":0,"isVote":1,"tweetType":1,"viewCount":9,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["VOO","VIX"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":1249,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/550414864724320"}