U.S. stocks rallied sharply on news that Israel and Iran would not attack each other, but

U.S. stocks rallied sharply on news that Israel and Iran would not attack each other, but conservative investors, surprised by concerns about the CPI announced Wednesday and Friday’s slide as Apple moved back and forth between hot and cold baths, opted to cash in for now. The Nasdaq rose nearly 2% to close 0.86% higher.

When I said yesterday that I only looked at oil prices, it meant watching to see if the Iranian and American issues would go up in smoke due to Israel’s sabotage. Fortunately, they stopped attacking each other, but Netanyahu still says the war is not over. At first, Trump told Israel not to retaliate against Iran’s attack on Israel, but Israel retaliated and wondered if the Middle East issue would become serious as the all-out war between Iran and Israel began, which people are most worried about. When Netanyahu did not listen, Trump stopped the attack when he warned again on the official phone, “Bibi, you better be caring, or you will be very soon.” If you don’t stop the attack, you’ll have to go to trial again, which is your own problem. Well, I guess you don’t want to go to jail, so I have to listen to Trump…

It was also semiconductor stocks that led the U.S. market higher yesterday. Micron rose about 10% and the Philadelphia index rose about 6%. Our market will also react because it knows this. Since today’s rebound was predicted, I moved on to the call position yesterday, and I think I caught a mouse in the foot of a cow. Lunch was earned.

My thoughts and concerns about the future are not just one variable that is a matter of increasing or continuing AI investment, but rather, if the conflict between the U.S. and Iran in terms of macro is going over 100 days, and if this is prolonged, inflation will intensify due to high oil prices, and if interest rates rise, the economy grown by AI investment will inevitably shrink to high interest rates, so the economy will continue to think about whether it can cool down suddenly.

The term “tank” is a problem these days. Western media describe the decline in Asian stocks, including ours, as “tank,” but it is noisy with rumors that progressive YouTube should push Ilbe into a tank. I don’t know if it is ignorant or intentional for them to use the word “tank” again after cursing Starbucks’ tank tumbler, but I think it is the former. It is pathetic and frustrating to think that the so-called progressive YouTube that creates public opinion and the conservative YouTube that is represented by Ilbe have low quality, but they are currently leading public opinion in Korea.

I recommend you to read more about Apple’s WWDC 2026 yesterday. I’m preparing for the furnace, thinking that Wednesday will probably bring in a big flood. And I’ll still be keeping a close eye on oil prices and interest rates. Derivatives like us are always the women’s team leader, so we interpret and invest in markets around volatility and inflection points. So please note that the duration of investment and the time of the market may be different from those of you who are stocking, and the breathing is short, so look at my writing…. The spatula is in English. The Latin etymology is a small broad knife. A futures optioner needs to swing this small, wide knife, well to survive in the jungle…

With a rebound expected, bites and people trying to clean up their bottom lines will be wondering if they should sell on the rebound or if they should survive expecting an uptrend rally again. It’s up to you. Have a nice lady!