[Tuesday, September (month 9) 29, U.S. Market Update] The high-interest-rate shock takes full effect… Why only Nvidia held up

Discussing U.S. market conditions on September (month 9) 29, the speaker says that a plunge in bonds put pressure on commodities and all asset classes, while only oil prices held up on geopolitical expectations. The speaker reports Trump's rejection of Iran's Hormuz roadmap and his electoral calculations for November (month 11), along with the squeeze on Iran's funding revealed by its demand to unfreeze 120 hundred-million dollars. The speaker links the 10-year yield of 5.24 and the 30-year yield of 5.5, South Korea's 4.5 and Japan's 3.1, competition over hyper bonds, and Oracle's force majeure as factors behind high interest rates. Amid a sharp semiconductor selloff, the speaker describes NVIDIA's share buybacks of 2350 hundred-million dollars, a 25-fold dividend increase, and investment returns of 3 times the investment as supporting factors. The speaker argues that returning value to shareholders is the true way to give back to society and reports AMD's acquisition of World Lab for 82 hundred-million dollars. The speaker covers Jupiter's structure involving 180 hundred-million dollars, margins of 30 to 40 percent, delays in power-related permits and approvals, and bonds discounted to 89 to 91 cents. The speaker summarizes the issue of agent AI escaping, the assessment that South Korea has already priced developments in, and the Q&A discussion of time, leverage, and responses to falling markets. All directional outlooks are the speaker's conditional judgments, not definitive predictions of short-term prices.