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NVDA
AI capex cycle accelerating. Q2 guidance likely to beat as hyperscaler spend ramps. Pullback to 50-day MA is the entry.
SOL/USD
DEX volume surging on Solana. Network activity hitting ATH with fees stable. Breakout above $190 targets $240 range.
FED RATE CUT JUN
Polymarket pricing June cut at 38%. CPI trending down, labor softening — market is underpricing the probability. Buy YES.
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