Articles

TACO Again? Markets Rebound, But Risks Still Loom

03/23
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David Feng
TACO Again? Markets Rebound, But Risks Still Loom - Article cover image

Stagflation Risk Back? Oil Spike Puts Fed in a Bind

03/18
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David Feng
Stagflation Risk Back? Oil Spike Puts Fed in a Bind - Article cover image

Feb. CPI Preview: Oil Shock Is Coming, Will It Delay Rate Cuts?

03/11
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David Feng
Feb. CPI Preview: Oil Shock Is Coming, Will It Delay Rate Cuts? - Article cover image

Global Markets Rebound Sharply — But the Oil Shock Isn’t Over

03/09
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David Feng
Global Markets Rebound Sharply — But the Oil Shock Isn’t Over - Article cover image

Iran New Leader Mojtaba Khamenei Sparks Market Fears of a Long War

03/08
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David Feng
Iran New Leader Mojtaba Khamenei Sparks Market Fears of a Long War - Article cover image

Feb. NFP Slumps Nearly 100K as Oil Surge Complicates Fed Rate Cuts

03/06
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David Feng
Feb. NFP Slumps Nearly 100K as Oil Surge Complicates Fed Rate Cuts - Article cover image

AI Memory Crunch Hands China’s Chipmakers a Breakout Moment

03/05
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David Feng
AI Memory Crunch Hands China’s Chipmakers a Breakout Moment - Article cover image

No Panic! Multiple Indicators Signal a Buy-the-Dip Window

03/03
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David Feng
No Panic! Multiple Indicators Signal a Buy-the-Dip Window - Article cover image

History Says War Panics Fade — But This Time May Be Different

03/02
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David Feng
History Says War Panics Fade — But This Time May Be Different - Article cover image

Middle East Tensions Escalate: Israel Launches "Preventive Strike" on Iran – How Will Global Asset Classes React?

02/28
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David Feng
Middle East Tensions Escalate: Israel Launches "Preventive Strike" on Iran – How Will Global Asset Classes React? - Article cover image

Nvidia Q4 Beats Big,China Could Be the Next Upside Surprise

02/25
·
David Feng
Nvidia Q4 Beats Big,China Could Be the Next Upside Surprise - Article cover image

Jan. CPI Watch: Will Price Hikes Drive an Upside Surprise?

02/12
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David Feng
Jan. CPI Watch: Will Price Hikes Drive an Upside Surprise? - Article cover image

Strong Jobs Data Pushes Rate Cuts Out — H1 Easing Hopes Fade

02/11
·
David Feng
Strong Jobs Data Pushes Rate Cuts Out — H1 Easing Hopes Fade - Article cover image

Warning! SanDisk’s 1,200% Surge Masks an Unchanged Memory Cycle

02/10
·
David Feng
Warning! SanDisk’s 1,200% Surge Masks an Unchanged Memory Cycle - Article cover image

DeepSeek Moment? ByteDance’s Seedance 2.0 Challenges Sora in AI Video Generation

02/09
·
David Feng
DeepSeek Moment? ByteDance’s Seedance 2.0 Challenges Sora in AI Video Generation - Article cover image

Jensen Huang Says: The Software Sell-Off Makes No Sense!

02/04
·
David Feng
Jensen Huang Says: The Software Sell-Off Makes No Sense! - Article cover image

AI Shock Sparks Software Rout — A Dip-Buying Setup?

02/03
·
David Feng
AI Shock Sparks Software Rout — A Dip-Buying Setup? - Article cover image

Palantir Q4 Earnings Blowout! Revenue +70%, 2026 Outlook Stuns the Street

02/02
·
David Feng
Palantir Q4 Earnings Blowout! Revenue +70%, 2026 Outlook Stuns the Street - Article cover image

Hawkish Kevin Warsh Nominated as Fed Chair: QT Accelerate, Volatility Ahead

01/30
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David Feng
Hawkish Kevin Warsh Nominated as Fed Chair: QT Accelerate, Volatility Ahead - Article cover image

Apple Q1 Preview: Memory Costs Explode, Why Bulls Still See Upside?

01/29
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David Feng
Apple Q1 Preview: Memory Costs Explode, Why Bulls Still See Upside? - Article cover image

MSFT & Meta Preview: Real Test of AI Monetization

01/28
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David Feng
MSFT & Meta Preview: Real Test of AI Monetization - Article cover image

Tesla Q4 Preview: After Losing the EV Crown, What Cards Are Left?

01/27
·
David Feng
Tesla Q4 Preview: After Losing the EV Crown, What Cards Are Left? - Article cover image

Benchmarking Tesla? Li Auto Goes All-In on FSD and Robots

01/26
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David Feng
Benchmarking Tesla? Li Auto Goes All-In on FSD and Robots - Article cover image

Musk’s Davos Debut: Optimus Robot to Launch by End of 2027

01/22
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David Feng
Musk’s Davos Debut: Optimus Robot to Launch by End of 2027 - Article cover image

Another TACO Trade? Geopolitical Shock May Be a Buying Opportunity

01/20
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David Feng
Another TACO Trade? Geopolitical Shock May Be a Buying Opportunity - Article cover image

Gold Surges, Stock Futures Slide on Greenland Tariff Threat

01/18
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David Feng
Gold Surges, Stock Futures Slide on Greenland Tariff Threat - Article cover image

December CPI Reinforces a Choppy Downtrend in 2026 Inflation

01/13
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David Feng
December CPI Reinforces a Choppy Downtrend in 2026 Inflation - Article cover image

Dec CPI Preview: Don’t Trust This CPI Bounce

01/13
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David Feng
Dec CPI Preview: Don’t Trust This CPI Bounce - Article cover image

When One Box of Memory Costs More Than a House: The DRAM Supercycle Has Only Just Begun

01/06
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David Feng
When One Box of Memory Costs More Than a House: The DRAM Supercycle Has Only Just Begun - Article cover image

CES 2026 Preview: AI, Robots, and Wearables Take Center Stage

01/05
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David Feng
CES 2026 Preview: AI, Robots, and Wearables Take Center Stage - Article cover image