我想要富一次

U.S. stocks, gold and silver, and South Korean stocks are all operating within the same macro narrative: the sustainability of AI capital expenditures is being repriced, while Fed policy and the direction of oil prices are the biggest shared variables. But their circumstances differ considerably—U.S. stocks are caught between faith in AI and financing pressures; gold and silver face a “liquidity squeeze” that clashes with their long-term investment case; and South Korean stocks are squeezed between the AI hardware cycle and geopolitical energy costs.
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📈 U.S. stocks: The AI narrative faces a pivotal week of validation amid growing skepticism
Bullish developments:
· Musk ramps up AI infrastructure investment: He announced plans to expand SpaceX’s AI infrastructure spending, targeting $500 billion to $1 trillion in ARR by the end of 2027. The news directly boosted sentiment across the AI chip supply chain, with the Philadelphia Semiconductor Index opening up more than 1%.

The FOMC rate decision, September core PCE, and AI capital spending reports from Google, Microsoft, and Amazon will combine to determine both the direction of U.S. stocks and whether crypto markets break out of their current range.
The analysis below follows a scenario-based framework: first, the key variables are laid out, followed by projections for each of three possible paths.
I. The shared variables that will be impossible to ignore next week
Where U.S. stocks stand: At the October 24 close, the S&P 500 stood at 7,623.68 and the Nasdaq at 25,955.34. Both fell for a second consecutive week (the S&P was down 0.47% for the week and the Nasdaq down 0.71%). The Dow stood at 52,215.16, up 0.41% for the week and rising for a third consecutive week. The S&P is nearing its 100-day moving average (around 7,603).

#币安神算子
Come join the event! I backed IG and BLG first, haha. Bet against me and you’ll be living in a seaside mansion. By the way, oil prices, hurry up and come down! Blondie, get out here and say a few words!

#sandk #MU_Traders I bought a little on the dip in storage stocks to see how it goes.
I think the current information has mostly been digested.
$FLNCB $USARB
Just buy—buying in batches is a sure way to make money#瑞典央行敦促筹备数字克朗立法