The situation has completely reversed; Iran is going to decouple from U.S. technology. What happened? Recently, Iran has compiled a list of targets including Nvidia, Google, Microsoft, Palantir, Oracle, and top American tech giants—all included in the strike zone. Why is Iran targeting these tech giants, and what impact will it have on the U.S.? Just by looking at the list, it's clear that these tech companies are basically symbols of American power. For instance, Nvidia monopolizes the world's top AI computing power chips and was used by the U.S. as a tool to 'choke' China. Meanwhile, Microsoft controls the global desktop operating system and is also the largest shareholder behind OpenAI. If these companies' core assets are taken down, it would mean a shocking decoupling from U.S. technology. How significant are these companies' interests in the Middle East? We can explore that. Firstly, Nvidia has reached a historic cooperation with Saudi Arabia, agreeing to jointly build an AI super factory, with initial investments reaching as high as $20 billion and the introduction of 18,000 Gb300 chips, which are the most expensive and advanced globally. If Iran launches a missile that hits the Saudi Nvidia factory, Nvidia's market in the Middle East would collapse. Secondly, Microsoft also plans to invest $15.2 billion in the UAE to build a super AI factory. If Iran destroys these American cash cows, will the U.S. stock market still reach new highs? Once Middle Eastern capital withdraws from U.S. stocks, it is highly likely that the AI bubble in the U.S. stock market will be burst overnight. If the U.S. stock market crashes and triggers a circuit breaker, a global economic crisis will begin again!
Then let's take a look at the market. As the weekend enters a period of volatility, Bitcoin is fluctuating above 70,000, and Ethereum is fluctuating above 2,000. If Bitcoin does not fall below the 70,000 mark and Ethereum does not fall below the 2,000 mark, there is a high probability that there will be another chance to push upward on Monday. The key focus next is whether Bitcoin can break through the 75,000 mark, as this heavy resistance area has not been breached for a long time. If it breaks through, there is a high possibility it will touch something starting with 8. For Ethereum, the focus remains on whether it can stabilize after breaking through the heavy resistance position at 2,200. If it cannot stabilize, it will still go down. On the downside, first pay attention to the 70,000 mark for Bitcoin, and then the 68,000 mark, while for Ethereum, it's the 2,000 mark and the 1,900 mark. For altcoins, just buy the mainstream altcoins; avoid others as many altcoins you think are at the lowest point have actually dropped more than you can imagine. Then we can look at some altcoins' drop rates to understand. Still, the same saying applies: we are currently in a bear market, there are rebounds, but reversals are far away. Right now is just the time for swing trading; remember not to touch high multiples. I am Lao Shan, thank you for watching!#比特币重新站上7万美元大关 #比特币升回7万 #BTc #ETH走势分析 #国际油价下跌逾10%
