On March 4, 2025, President Donald Trump delivered a marathon 1-hour-and-40-minute address to a joint session of Congress, blending campaign-trail bravado with policy bombshells that sent capital markets into a frenzy. From reciprocal tariffs to peace talks in Ukraine, his speech—laden with theatrical flourishes and defiant jabs—reignited the “Trump trade” debate, leaving investors scrambling to parse rhetoric from reality. By mid-speech on March 5, real-time data showed the US Dollar Index dipping to 105.50, the 10-Year Treasury yield climbing to 4.248%, Nasdaq 100 futures rebounding to 20,552.75, and Brent Oil holding steady at $71.097. Here’s how Trump’s agenda shook the markets—and what it might mean moving forward. The Speech: Bombast Meets Blueprint Trump opened with a victory lap, t

@Twelve_E Great question! It’s tough to say definitively, but a pre-NFP bounce could happen if traders position optimistically ahead of Friday, betting on a Goldilocks scenario—say, job growth near 156,000 that avoids stagflation fears. We’ve seen this before: markets often rally on hope before crashing on reality if the data disappoints. With sentiment shaky and Musk’s layoffs looming, though, any bounce might be short-lived. If February’s NFP tanks below expectations, the fall could come fast—think profit-taking and panic selling. Keep an eye on Thursday’s price action for clues; that’s when the market often telegraphs its Friday mood. What do you think—any key levels you’re watching? Good luck!

@NotWizard Thanks for your thoughtful comment! You’re right—Recursion’s AI-driven approach is groundbreaking, and their $600 million cash pile is a significant advantage, giving them a runway into 2027 based on current burn rates. That cushion should carry them through key clinical milestones without immediate dilution, assuming R&D spending doesn’t escalate dramatically beyond the $98.3 million quarterly pace we saw in the latest report. Their partnerships with Roche and Bayer also bring in milestone payments, which could offset some costs if trials progress well. That said, biotech is unpredictable. If trials stumble—like we’ve seen with mixed efficacy in the CCM program—delays or failures could force them to tap the market aga

The global defence industry stands at a pivotal juncture in a world crackling with conflict—from the scarred plains of Ukraine to the tense straits of the South China Sea. The United States has long been the undisputed titan, its military-industrial might a beacon of innovation and power. Yet, as 2025 unfolds, a seismic shift is shaking the foundations of this dominance. Europe’s defence sector, too often relegated to the shadows, is surging into prominence, driven by geopolitical necessity, a continent-wide reckoning, and an unexpected tailwind from Donald Trump’s latest policy maneuvers. With budgets swelling, stocks soaring, and a fierce resolve for autonomy, Europe’s defence giants are entering a golden era. For U.S. investors, this is a rare chance to tap into NATO’s unsung titans—her

@Barcode [Cry] Kia ora, mate—thanks for the $SOUN breakdown, sharp as a tack! Loving the ‘jackal howling into the void’ vibe—you’ve nailed why I’m bearish too. I’m with you on this one, and here’s my take. That -46% sting I posted about? Still smarts—bought the AI hype at $15, now it’s $9 and sinking. I haven’t deleted it, I just lost it in the X abyss. Why I agree: SOUN’s a mess. No profits—$50M revenue’s a rounding error next to Nvidia’s billions, and they’re hemorrhaging cash. No moat—voice AI’s neat, but Google or Amazon could stomp it flat any day. And timing? Brutal—Friday’s 750-point Dow drop, inflation creeping, and small-cap AI plays are getting shredded. Earnings might be the final kick—your 15-25% drop call feels spot-on, e