Recent Posts

My Take on a Two-Speed Market Ahead of a Risky Friday Yesterday, Wall Street literally split in two. On one side, you have the Dow Jones hitting a historic record, and on the other, the Nasdaq falling for the fourth consecutive time, weighed down by tech giants. It's a rather confusing situation that deserves a […]

How Micron's Earnings Flipped the Script on the Markets After a pretty brutal week on the indices, we saw a real turnaround overnight. Frankly, the mood was quite gloomy, especially on the Nasdaq. And then, one company changed everything: Micron. I'm going to break down for you how their outstanding results sparked euphoria, caused oil […]

SpaceX IPO: Between Dream and Reality, What You Need to Know This is a day that will go down in history: SpaceX, Elon Musk's company, is going public. We're talking about the biggest IPO of all time, raising $75 billion. This event comes in a hyper-euphoric market, even if it has pulled back a bit […]

Inflation, Rates, and Oracle: The Market Is Changing Its Tune The number is out, and it hit like a cold shower: US inflation has risen to 4.2%, a three-year high. At the same time, Oracle announces a record quarter… and its stock is plummeting. Do you see the paradox? The market is shifting its logic, […]

Trading: Between the Nasdaq Shock and Awaiting Inflation Today is a pivotal day! We're awaiting two major catalysts that could shake up the markets: US inflation and Oracle's earnings. In fact, the volatility already started yesterday with a memorable drop on the Nasdaq that I experienced live. In this article, I'll break down the stakes, […]

The chip crash: first crack in the AI euphoria? Last Friday, the semiconductor sector literally plunged by 10% in a single trading session. We haven't seen anything like this since 2020. Basically, it was a real slam on the brakes for the market. So, I asked myself if this was just a brief soft patch […]

Nasdaq crash and carry trade: how to stay calm Friday night, we experienced the roughest trading session of the year. The Nasdaq plunged by 4.18%. Nearly $1 trillion vanished into thin air. In short, it's total panic on social media! But is it really justified? Actually, this tremor has a perfectly logical explanation. Today, I'll […]