I’m sure you’ve all seen the headlines. A new virus outbreak is making noise again. Hopefully it stays contained and doesn’t turn into something serious.

In the meantime, the market is doing what it always does reacting first, asking questions later.

Every time “outbreak” starts trending, the same names get dragged back into the spotlight. The lab and vaccine stocks don’t even need confirmation anymore… just the possibility is enough to move them.

It’s that familiar cycle:
fear → headlines → volatility → speculation → overshoot

And right now, it already feels like traders are circling again.

Not saying this is 2020. Not saying anything becomes big. Just saying the market doesn’t wait for certainty, it prices emotion.... and bad ones also

So yeah… hope it stays small. But you can already see how quickly this kind of narrative turns into a “trade” for biotech names.

MongoDB (MDB) jumps as tech sentiment improves + new AI features announced

MongoDB ($MDB) climb about +12% today, riding a broader rally in software stocks after Datadog posted stronger-than-expected earnings.

Software and cloud names surged after Datadog ($DDOG) jumped ~30% in pre-market trading thanks to solid Q1 results and raised guidance, boosting sentiment across the entire sector.

On top of the macro tailwind, MongoDB also had its own catalysts this week.

At its MongoDB Local London 2026 conference, the company unveiled several AI-focused upgrades:

• Automated Voyage AI Embeddings in MongoDB Vector Search (now in public preview), which automatically generate embeddings as data is written or updated
• MongoDB 8.3, delivering performance improvements:
  • +45% more reads
  • +35% more writes
  • +15% more ACID transactions
  • +30% more complex operations vs 8.0
• LangGraph.js Long-Term Memory Store now generally available, giving JavaScript/TypeScript developers persistent agent memory powered by MongoDB Atlas

MongoDB also highlighted that its Voyage AI embedding models rank #1 on the Retrieval Embedding Benchmark (according to the company).

Overall, the focus is clear: MongoDB is positioning itself deeper into the AI stack by combining database + vector search + memory + embeddings into a unified platform for building AI agents.

DO YOU BUY??

GOOGL IS THE LARGEST COMPANY IN THE WORLD 🚀🚀

tell me you loaded up on GOOGL last year and didn’t just sit there watching 💀

Alphabet literally owns the internet at this point:

• search? theirs
• youtube? theirs
• ads? printing money
• AI? coming for everything

meanwhile people still arguing about “valuation” like it matters when this thing just keeps climbing 😭

$INTC is crushing it.

Since the U.S. took a stake in it about six months ago, it’s clearly a strategic company.

Strong cash flow, dominant cloud position with Azure, and Copilot rolling out across the ecosystem. Hard to ignore MSFT at these levels.

BS expects Intel to land a major foundry contract. If confirmed, this could be a big step toward validating the IDM 2.0 strategy.

It seems to be finally a real catalyst! or already priced in?

Azure growth, Copilot rollout, and recurring revenue still look like strong drivers. Is the recent weakness just noise before the next leg higher?

$ADBE FCF/share nearly doubled over the last 5 years (+96%), yet the stock is down ~55% over the same period.

Do you buy ADOBE now?

After a sharp +5.1% rally, the DAX immediately pulled back, a classic pause after a strong move, but also a key test of momentum.

The index opened below 24,000, dropped to 23,673, and closed at 23,807 (-1.1%). For now, this looks like normal consolidation.

Technically, the structure is getting interesting.

Two gaps have formed, creating a potential inverse island reversal : a setup that often precedes a directional move.

What matters now

• 24,000 is the pivot
• Above it, momentum can rebuild
• Below it, pressure increases

Bullish path

A reclaim of 24,000, followed by a break of the 24,050–24,175 zone (key moving averages), would reopen the upside:

• 24,479
• 24,639
• 24,771

Bearish path

If the DAX loses ground, supports come quickly:

• 23,476 → 23,398 → 23,000 → 22,943

A break below 23,000 would likely accelerate selling toward 22,500, possibly 22,000.

• Above 24K → continuation
• Below 23K → downside opens up

Is it time to buy PLTR calls after this? 👀

“Palantir has proven to have great war fighting capabilities… just ask our enemies.”

That quote just dropped and the stock started moving right away.

Not gonna lie, this feels like one of those moments where the story matters more than anything else. You’ve already got the AI hype, all the government contracts, the defense angle… and then this kind of statement just adds fuel to it.

Doesn’t change the business overnight, but it definitely makes the whole narrative stronger.

And PLTR has been trading on that narrative for a while now.

I’m honestly wondering if this is the kind of setup where you grab calls before it runs… or if this is exactly the kind of headline that traps people at the top.

What are you guys doing here?

Adobe is down ~35% YTD and sitting around ~$230.

At the same time, free cash flow per share just hit record levels (~$25 TTM). Revenue is still growing double digits, margins are near 90%, and they’re aggressively buying back shares.

So on one side you’ve got the stock chart looking like a disaster.

On the other side, the actual business is doing the exact opposite.

What’s driving it: CEO transition, AI fear (Canva, etc.), and slower growth expectations. That’s it.

Now it’s trading around ~10x forward earnings, which is basically the lowest it’s been in years for a company still throwing off over $10B in cash a year.

Feels less like a broken business and more like everyone just decided to hit the panic button at the same time.

LETS BUY guysss!

Growth stocks are on the bargain table and the risk/reward is favourable.
what do you think?

Now RSI is going up!

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The boom was driven by the French president, who wore the Doublé Or Laminé frames by Henry Jullien, a brand owned by the group.

I might take a short position soon as the hype is down.

- The last commodity cycle peaked at 12 percent commodity allocation
- Currently we are sitting at ~3 percent
- That’s ~75 percent lower

Meanwhile, conditions for the current cycle are far more favorable.

The US and the West by extension is slowly waking up to the fact that offshoring their industrial base to China in the pursuit higher margins, led to a loss of sovereignty.

The oil crisis in the 70s was not a shortage of supply, but rather the unavailability of supply... OPEC embargoed the US.

Similarly, today China is dominating the natural resource space:

- Defense
- EVs
- Mobile phones

You name it, all of it requires Chinese mining or processing.

The US can print all the money in the world, but it’s worthless if China refuses to sell.

Trump’s reintroduction of the Monroe Doctrine, reshoring, and the critical minerals stockpile was a desperate attempt to address that problem.

Several congressional trades disclosed this month! Looks like some big players are betting on Microsoft!