Let's dive in... shall we?
| | Fake strength is everywhere right now.
TODAY at 2 PM ET, Brandon shows you how to tell the difference.
Click here to register free | | | Good morning, | Axios just dropped a report that the Trump administration is much closer to a major war with Iran than anyone on Wall Street is pricing in. | We're not talking about a limited strike here. Their sources are describing a massive, weeks-long military campaign, jointly planned with Israel. The nuclear talks in Geneva ended yesterday without a deal. Both sides called them "substantive but difficult." And tomorrow, Iran and Russia will conduct joint naval drills in the Sea of Oman. | The tension is rising fast, and the market is barely paying attention. We'll see what happens today or if this is just a trial balloon report to gauge public opinion… | Meanwhile, on the other side of the tape, NVIDIA and Meta just announced one of the biggest AI infrastructure deals we have ever seen. | Meta is buying millions of Blackwell and Rubin GPUs from NVIDIA as part of a multi-year partnership. They are also deploying Grace CPU servers and planning to roll out Vera CPUs in 2027, which is a direct threat to Intel and AMD. This deal validates the AI buildout thesis at a time when many were starting to doubt it. | So you have got war risk on one hand and the largest GPU deal in history on the other. | Gold is bouncing back toward $5,000 after yesterday's pullback. | Palo Alto Networks is tanking, down 7% premarket after cutting guidance. Berkshire just slashed its Amazon stake by 75% and opened a new position in the New York Times. | And the FOMC minutes drop at 2 PM, which will tell us how the Fed is really thinking about rate cuts this year. | There is a lot to sort through. | Join me this morning on Market Masters at 8:45 ET, and we will break down all of it together. | What is real, what is noise, and where the trades are. | See you there. | Garrett |
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