Iran Missiles, Meta Cloud, and a Jobs Report Walk Into a Bar — Markets Are Having a Moment
Geopolitical whiplash meets an AI sector identity crisis as the market tries to price in everything simultaneously

Ticker Ratings
| Ticker | Rating | Entry Price | Current | $ Gain | % Gain |
|---|---|---|---|---|---|
| META Meta Platforms, Inc. | buy | $606.50 | — | — | — |
| CRCW Crypto Co | sell | $0.00 | — | — | — |
| MSFT MICROSOFT CORP | hold | $382.72 | — | — | — |
| AMZN AMAZON COM INC | hold | $241.78 | — | — | — |
| AMD ADVANCED MICRO DEVICES INC | buy | $549.17 | — | — | — |
| MU MICRON TECHNOLOGY INC | buy | $1057.01 | — | — | — |
| NVDA NVIDIA CORP | hold | $198.27 | — | — | — |
| HOOD Robinhood Markets, Inc. | buy | $112.32 | — | — | — |
| PLTR Palantir Technologies Inc. | hold | $129.36 | — | — | — |
| JNJ JOHNSON & JOHNSON | buy | $253.34 | — | — | — |
| LLY ELI LILLY & Co | buy | $1196.01 | — | — | — |