📈 Market Deep Dives

  • $IGV finds a support bounce, signaling potential upside. 1
  • $MELI’s market cap has not reflected its substantial growth over five years; GMV surged from ~$21B to ~$65B, with annual profit hitting ~$1.7B, yet the share price remains around ~$1,900. 2
  • Market edge doesn’t come from AI wrappers on free earnings data; true advantage lies in price action analysis, specifically tracking expectation vs. move with proprietary tools like the Daily Beat’s Reaction Score. 3
  • $RTY appears to be a “coiled spring,” signaling an imminent significant price movement. 4
  • From $AXON’s Q4 call, the aggressive monetization of AI capabilities is clear; new product bookings (AR, AI, Fusus/RTO) are set to exceed $1 billion in 2025, nearly tripling 2024’s volume. 5
  • Commodities remain undervalued. 6
  • $CIEN has seen a monumental 300% rally since September, indicating strong bullish momentum. 7
  • It’s challenging to disengage from financial markets, even for a short period, highlighting the intense engagement required for active traders. 8

💡 Tech & Policy Landscape

  • Taiwan’s KMT plans a ‘Chip National Security Act’ to lock down advanced semiconductor R&D and production domestically, requiring legislative approval for moves, reflecting national strategic priority. 9
  • An expert view highlights a critical weakness in using SRAM for LLM training and inference, suggesting a significant architectural challenge. 10
  • The surge in demand for tokens creates substantial opportunities to optimize the orchestration of underlying memory and compute resources. 11
  • In the AI era, prioritizing health is paramount; strong physical well-being is key to navigating rapid change. 12