Trump Tweets. Market Yeets. 📱

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TRUMP TWEETS. MARKET YEETS. 📱 

The stock market just pulled a full U-turn because of one thing: a Sunday night post from Trump saying tensions with China “will all be fine.”

That’s it. That’s the whole catalyst.

After a week of doomposting and tariff threats, the vibes shifted overnight — and suddenly investors decided global peace was trending again.

Here’s what happened:

• The S&P 500 popped +1.6%

• The Nasdaq went full turbo at +2.2%

• The Dow joined the party at +1.3%

All because the internet’s most famous tweeter decided to play nice with China again.

“Highly Respected”… The Diplomatic 180

Trump called Chinese President Xi Jinping “highly respected” and said the U.S. “wants to help China, not hurt it.”
Vice President JD Vance backed him up, saying the U.S. could negotiate “if China’s willing to be reasonable.”

The tone went from “hostile takeover” to “let’s grab brunch.”

Over the weekend, officials from both sides reportedly held “substantial communication,” with more meetings lined up this week. But Bessent (yes, the hedge fund guy) warned that the U.S. is ready to “move more aggressively” if talks stall.

So yeah, we’re in that “it’s complicated” phase of the relationship.

Silver, Gold, and Semiconductors Walk Into a Bar

While politicians were smoothing things over, the market went wild:

• Silver spiked 6% to over $50/oz

• Gold hit a new record

• Semiconductors led the charge after Trump’s “chill” post and a big deal between OpenAI and Broadcom

That deal? They’re teaming up to build 10 gigawatts of custom AI accelerators — a massive push for AI hardware that sent Broadcom stock flying +9.9%.

Fun fact: The bond market was closed for Columbus Day, which means there was no adult supervision while traders YOLO’d on speculation.

The Rare Earth Smackdown

Tensions are still brewing behind the smiles.

Rare earth stocks have been ripping higher as the U.S. and China slap restrictions on each other’s exports of critical minerals.

Trump even hinted at blocking Boeing aircraft parts going to China. Basically a “reverse Uno card” after China’s rare earth ban.

So, yeah… things are “fine” if your definition of fine includes mutual trade threats.

Meanwhile in the Background…

• The U.S. government shutdown is on day 13, and prediction markets now expect it to last more than 35 days.

• Earnings season kicks off this week with JPMorgan, Wells Fargo, Goldman Sachs, Bank of America, and Morgan Stanley all reporting.

Basically: chaos on every front, but the market’s partying anyway.

TL;DR:

• Trump said “we’re cool” with China.

• Stocks went nuts.

• Silver hit $50, gold broke records,

• AI chips got juiced, and traders partied while the bond market was on holiday.

• Government’s still shut down, but who cares — vibes are up.

1. Ride the Semiconductor Momentum
Trump’s softer tone on China plus OpenAI’s new Broadcom deal just reignited chip hype. Investors are piling back into semiconductors as AI hardware demand stays red-hot.
📌 Action: Build or add to positions in chip-focused ETFs like $SMH ( ▲ 4.43% ) or $SOXX ( ▲ 4.74% ) , or strong names tied to AI infrastructure like Broadcom $AVGO ( ▲ 9.88% ) and Nvidia $NVDA ( ▲ 2.82% ) . Target short- to mid-term gains as sentiment and earnings momentum build.

2. Capitalize on the Rare Earth Rally
Tensions between the U.S. and China over mineral exports are lighting a fire under rare earth stocks as investors bet on alternative suppliers. These materials are critical for EVs, chips, and defense tech — all high-demand sectors.
📌 Action: Build exposure through ETFs like $REMX ( ▲ 14.04% )  (Rare Earth/Strategic Metals ETF) or individual plays such as MP Materials $MP ( ▲ 21.34% ) and Lynas Rare Earths $LYSCF ( ▲ 9.5% ) . Hold through policy announcements or trade updates — both could move the sector fast.

3. Position for Bank Earnings Season
Big banks (JPM, WFC, GS, BAC, MS) kick off earnings amid higher market optimism and potential rate cuts ahead. Financials often rally if results beat low expectations.
📌 Action: Enter financial ETFs like $XLF ( ▲ 0.96% ) or $KBE ( ▲ 1.97% ) before earnings season. Hold through major reports and trim after post-earnings rallies.

ELON DIDN’T SEE THIS COMING

Tesla’s shiny stainless steel beast just took a dent.

Tesla only sold around 5,400 Cybertrucks in Q3. That’s a 63% drop from the same time last year. And it’s not like Tesla’s overall numbers were bad.

Total deliveries were actually solid as buyers rushed to grab EVs before tax credits expired.

But Cybertruck? Not so hot.

Elon once claimed Tesla could pump out 250,000 Cybertrucks a year because of “insane demand.” Fast forward to now and… Ford’s F-150 Lightning sold almost double that number last quarter at 10,005 units. For perspective, Ford’s entire F-Series lineup (gas + electric) cleared 207,000 sales in Q3.

And while the Cybertruck might look like it drove straight out of Halo, owners say it feels more like a beta test on wheels. Reports include vibrations at high speeds, touchscreen glitches, and a range that underdelivers compared to rivals like the Rivian R1T and Chevy Silverado EV.

Looking forward, analysts aren’t optimistic. They expect fewer Cybertrucks sold in 2025 than in 2024.

Tesla stock, however, still managed to bounce 3.4% on Monday, clawing back some of Friday’s losses from renewed U.S.-China trade war fears.

TL;DR:

• Cybertruck Q3 sales: 5,400, down 63% YoY

• Ford’s Lightning doubled that with 10,005 sold

• Owners report reliability issues and weak range

• Analysts see even fewer sales next year

• Tesla stock still rose 3.4% on Monday

1. Buy the Ford Momentum
Ford’s F-150 Lightning outsold the Cybertruck nearly 2-to-1, proving traditional automakers still own the EV pickup market. Tesla’s stumble could push investor confidence toward Ford’s EV division.
📌 Action: Accumulate shares of $F ( ▲ 1.14% ) on dips as it continues to scale Lightning production and capture EV truck demand.

2. Short the Stainless Hype
Cybertruck sales are cratering, owner reviews are mixed, and analysts see weaker 2025 demand. That’s a signal Tesla’s premium valuation may face pressure if the “next big product” underdelivers.
📌 Action: Reduce exposure to $TSLA ( ▲ 5.42% ) or rotate into diversified EV ETFs like $DRIV ( ▲ 5.09% ) or $IDRV ( ▲ 3.95% ) to hedge single-stock risk.

3. Go Long the Underdogs
Rivian and GM both beat the Cybertruck in real-world range and reliability. That kind of performance gap could help them steal share from Tesla’s flashy but flawed launch.
📌 Action: Add exposure to $RIVN ( ▲ 2.03% ) or $GM ( ▲ 0.49% ) ahead of 2025 deliveries to capture upside from growing confidence in “the other EV players.”

TRADERS ARE FLYING METAL?! 🤯 

Silver just did its best meme stock impression.

Prices ripped to their highest level in decades on Monday. London traders got caught in a historic short squeeze. Meanwhile, gold quietly broke yet another record because apparently we’re all stress-buying shiny rocks again.

Here’s what’s going down.

The Great Silver Squeeze

Silver prices surged past $51 an ounce, coming dangerously close to the all-time high of $52.50 set in 1980.

What’s driving it?

• A short squeeze in London that left traders scrambling to cover their bets.

• A liquidity crunch in the London market, where there’s suddenly not enough silver to go around.

It’s gotten so wild that traders are booking cargo slots on transatlantic flights just to move silver bars from New York to London. Usually, that kind of treatment is reserved for gold.

But when the premiums in London are big enough, even a $50,000 flight starts to make sense.

Gold Joins the Party

While silver steals the headlines, gold’s quietly breaking records of its own.

Spot gold climbed to $4,072.32 per ounce, marking its eighth straight week of gains. That’s a 53% rise this year, while silver’s up a ridiculous 78%.

Both metals are feeding off the same fears:

• Global uncertainty from US–China trade tensions.

• Safe-haven demand as investors lose faith in paper assets.

Platinum and palladium also got a piece of the action, rallying as traders hunted for anything shiny that doesn’t involve government debt.

The Trade War Backdrop

This all comes as China warned the US to back off from new tariffs and restart trade talks.

Beijing said it’ll retaliate if Washington keeps pushing. And traders are watching closely as the US wraps up its Section 232 probe into “critical minerals,” including silver, platinum, and palladium.

If the probe leads to new tariffs or supply restrictions, it could make the metal market even more chaotic.

Big Picture

• Silver’s surge shows what happens when too many people bet against a scarce asset.

• Gold’s strength is a reminder that when global politics get messy, investors look for stability anywhere they can find it.

• The entire precious metals complex is riding a wave of panic, profit, and “just in case” buying.

TL;DR:

• Silver just pulled a meme-stock move.

• A short squeeze in London sent prices near record highs, traders are flying silver across the Atlantic for profit, and gold hit a new record thanks to safe-haven demand.

• Add in US–China trade drama and a minerals probe, and the metals market is pure chaos right now.

1. Ride Gold’s Safe-Haven Surge
Global uncertainty and record-high gold prices show investors want stability. If trade tensions escalate, gold keeps shining.
📌 Action: Take a long position in $GLD ( ▲ 2.43% ) or $IAU ( ▲ 2.45% ) to capture safe-haven flows. Scale out gradually as headlines cool.

2. Short Silver’s Sugar Rush
Silver’s up 78% this year and traders are literally flying bars across the Atlantic. That’s not sustainable. Once liquidity normalizes, silver could retrace hard.
📌 Action: Short $SLV ( ▲ 4.03% ) or use $ZSL ( ▼ 12.34% )  (2× inverse ETF) for a short-term pullback play. Use tight stops — short squeezes can get wild.

3. Play the Mining Spread
Miners benefit when metals stay strong but get crushed if spot prices collapse. Some are healthy; others are bloated.
📌 Action: Go long $NEM ( ▲ 5.0% )  (Newmont) or $GLD ( ▲ 2.43% ) for exposure to disciplined gold producers, and short $AG ( ▲ 5.74% )  (First Majestic Silver) or $EXK ( ▲ 10.97% ) to fade overextended silver miners. Capture the performance gap as hype unwinds.

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