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Themes

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Amazing day for anything nuclear and crypto related. Looks like crypto is extending gains so far today. Chinese names look like they may have found bottoms as well...

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In a sea of extended names I really like the charts of BABA and BIDU here.

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The natural gas names haven't really worked out, but interesting spot here for EQT....

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European Defense

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Vance Says Trump to Keep US in NATO But Germany Must Step Up-Yahoo Finance

“Donald Trump wants NATO to be strong. He wants us to remain in NATO,” the Ohio senator said on NBC’s Meet the Press in an interview broadcast Sunday. “But he also wants NATO countries to actually carry their share of the defense burden.”

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AI

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If Apple can execute it's sitting on a goldmine. Imagine AI integrated fully into our iPhones......

Why Apple’s AI Success Hinges on the iPhone-WSJ

Apple needs all of its iPhones to sell well. But it really needs the latest crop to succeed if the world’s most valuable tech giant is going to secure a foothold in the artificial-intelligence race.

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Argentina

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Milei’s Revamp Offers CEOs a Glimmer of Optimism About Argentina-Bloomberg

In the early days of Javier Milei’s presidency, Volkswagen AG’s South America chief wasn’t too happy with him. Now he’s part of a chorus of business leaders feeling encouraged about Argentina for the first time in years.

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After a sell off into support, the Argentine names have resumed their uptrend....

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