🚀 SpaceTech Sector

• Space tech stocks showing strong momentum. Amazon ($AMZN) in talks to acquire GlobalStar ($GSAT) to compete with Starlink, providing major tailwind for the sector. $RKLB and $PL remain key plays. 引用[1] 引用[2]

📊 Market Technicals

• $SPY testing initial resistance. $669.XX target plausible tomorrow, but upside squeeze needed—or expect retest of $652.XX. Maintaining net long positions while adding hedges. 引用[3]
• $SPX heatmap shows energy sector finally pulling back—long overdue rotation underway. 引用[4]

₿ Bitcoin Analysis

• First bear flag took 69 days to break down. Current second potential bear flag at day 55—watching for repeat pattern. 引用[5]

🌍 Geopolitical Analysis

• Multiple U.S. intelligence agencies assess Iran unwilling to engage in substantial negotiations to end war—setting the stage for ground invasion. Media front-running narratives. 引用[6]

🇨🇳 China Tech Independence

• Beijing’s latest move: asking (direct order) AI firms to use China-made chips. High-level directive due to AI initiative being too critical to compromise. 引用[7]

💾 NAND Market Dynamics

• YMTC Wuhan Fab 3 ramping full-scale H2 this year, targeting world’s #3 NAND producer by volume—poised to surpass Micron and SK Hynix. Rapidly increasing 200+ layer NAND mix signals aggressive tech catch-up. 引用[8]

🏭 TSMC Arizona Expansion

• TSMC eyeing up to 12 fabs in Arizona with accelerated timetable. Taiwan partners ramping U.S. investment—visa applications surging for supplier workers (Mega Union, UIS, Marketech). 引用[9]

💻 AMD vs Intel

• AMD exec expects to “gain even more market share” citing Intel’s self-admitted missteps. $AMD positioned to capitalize on competitor stumbles. 引用[10]

📉 Intel Investment Comparison

• Apollo’s $14.2B buyback returned 26.8% ($11.2B paid June 2024). Same capital in Intel? Would’ve netted $17.9B (59.9% gain). $INTC closing prices from 6/4/2024 to 4/1/2026. 引用[11]