Just watching this reveals the market's direction—don't miss the opportunity

The presenter describes taking profits after buying Palantir in installments and says that around 190~200 dollars, he would close leveraged positions and, if he wanted to hold long term, switch to the underlying shares or wait for a price at which to reenter. QQQ, which tracks the Nasdaq, has shown support at 735 dollars; he expects a renewed rise to 760 dollars if that support holds, or a pullback to 725 dollars if it breaks. He has locked in some profits on the leveraged semiconductor ETF SOXL in his target range and emphasizes that, even if further gains occur, it is important to unwind leveraged products in stages at planned prices. Meta surged on a new AI service and options short covering, but he sees prices above 750 dollars as posing an overheating risk, making this a zone for existing holders to manage profits rather than for new buyers to chase the rally. He views the 2 month reprieve in the US–China tariff dispute as maintaining the status quo, with substantive negotiations still to come after the election. He thinks US–Iran negotiations could reach an agreement before the midterm elections, but delays could increase volatility. He explains the relationship between interest rates and stocks through a framework in which it holds while AI-driven growth can withstand high interest rates, but becomes vulnerable when slowing growth and high interest rates coincide. He sees the delay in Oracle's data center project as a contract issue affecting a limited undertaking rather than a halt to AI infrastructure overall, while remaining wary of financing burdens on companies dependent on borrowing. For Bitcoin, he uses stabilization at 8 ten-thousand dollars plus 5 thousand dollars as a benchmark for recovering investor sentiment and presents 9 ten-thousand~10 ten-thousand dollars as an upside scenario. These are all the presenter's forecasts and trading examples at the time, and they do not guarantee returns.