These the larger size and close by expiries for the 10am NY cut today … not many ...
USD/JPY
- 110.50
- $491m
NZD/USD
- 0.6925
- NZD 299m
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AESI down 26% YTD, lost $15M in fund sales. Now up 39% on power infra deals.
Frontline Plc (FRO) surges 7.5% on rising tanker rates & strong dividends. P/E 18.27, P/S 3.72, P/CF 10.73.
AI stocks like ORCL, GOOGL face valuation reset. Buy the 'trough of disillusionment' for future gains.
Bitcoin dips below $69K as Iran tensions spark risk-off, triggering liquidations.
Gas prices surge 30%+ to $3.88/gal on global crude oil demand. $5/gal likely. Oil co. shareholders win.
BEPC, CWEN, NEE: Renewable giants eye 10%+ EPS growth & rising dividends. AI demand boosts power contracts.
Oil surge sparks inflation fears, pushing gold/silver stocks (NEM, B, HL) down 15-17%. Higher rates hurt precious metals.
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