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Triple storm! WTI nears $100 + China trade retaliation + UMich consumer sentiment collapses to 53.3. SPY -3.64% to $634, 6th consecutive down week at 5-month low. Energy XLE surges +8.07%. META -13.22%, MU -16.17% crash. Nasdaq 100 enters correction. Trump Liberation Day tariffs 4/2 is the biggest risk.
400 GW by 2050 x Big Tech Nuclear PPAs x Uranium Supply Deficit. 10 nuclear stocks analyzed from fleet operators to uranium miners to SMR developers.
Hormuz Crisis x US Energy Dominance x Europe Double Squeeze x Asian Demand Wave. Full value chain analysis of 10 LNG stocks covering upstream gas, liquefaction, shipping, pipelines, and equipment.
FOMC hawkish shock! Inflation forecast raised to 2.7%, Powell refuses to rule out rate hikes. SPY -2.96% to $648, 5th straight down week at 4-month low. Only Energy XLE +2.68% positive. AMD +3.26% surges on Samsung HBM deal. MU blowout earnings but sell-the-news. SEC/CFTC classifies 16 tokens as digital commodities.
Bloom Energy Q4 FY2025 earnings deep dive: best quarter ever with $20B backlog, but 632% rally to 106x PE makes this a classic 'great company, wrong price' situation. Wait for $90-105.