I think the attack is getting closer and closer and today was a good chance to buy.

https://www.reuters.com/graphics/USA-CARIBBEAN/MILITARY-BUILDUP/egpbbnzyrpq/

$CACI (+1,03 %)
$VIXL (-8,56 %)
$CSPX (+0,69 %)

Good morning everyone,

In the past, the community has clearly demonstrated that together we are an absolute added value for 🤑🤑🤑.

That's why I'm asking for your help :-) I am looking for mid-/long-term growth stocks to complement my core around $IWDA (+0,68 %)
$CSPX (+0,69 %)
$MEUD (+0,92 %)
$EIMI (+0,7 %)
$QDV5 (+0,99 %) to complement it.

Currently set are $NVDA (+1,95 %)
$GOOGL (+1,83 %)
$IBM (+1,89 %)
$SOFI (+1,61 %)
$IREN (+9,91 %)
$LMND (+35,28 %)
$RKLB (+1,44 %)
$BTC (+3,25 %) - DCA

What ideas do you have?

LG

Have a wonderful Sunday everyone!

🔔 BREAKING: The biggest de-escalation in the US-China trade conflict in years is imminent.

Under the new agreement between Donald Trump-USA and China, the following measures apply:

🇨🇳 China's measures:

1.Suspension of new export controls on rare earths

2. issuance of general export licenses for rare earths

3. "Significant measures" to curb fentanyl trade to the USA

4. suspension of all retaliatory tariffs imposed since March 4

5. suspension of all non-tariff countermeasures since March 4

6. purchase of at least 12 million tons of US soybeans

🇺🇸 Measures taken by the USA:

1.Reduction of tariffs on Chinese goods by 10 percentage points

2. extension of certain exemptions under Section 301 until November 2026

In addition:

-China will suspend all retaliatory tariffs announced since March 4 and repeal or suspend all non-tariff countermeasures imposed since then.

-China has also committed to easing export restrictions on certain automotive chips - a clear signal of a possible "thaw" in technology trade relations.

-Analysts are talking about the biggest de-escalation in the trade dispute between the US and China for years - a move that has received far too little attention so far.

Are we in for a Moonvember let us know in the comments!

$CSPX (+0,69 %) , $EQQQ (+1,09 %) , $BTC (+3,25 %)

$CSPX (+0,69 %)
$IWDA (+0,68 %)
$EIMI (+0,7 %)
$CSNDX (+1,07 %)
$VUSA (+0,69 %)
$VHYL (+0,89 %)
$SPYI (+0,67 %)
$HMWO (+0,66 %)

https://www.whitehouse.gov/fact-sheets/2025/11/fact-sheet-president-donald-j-trump-strikes-deal-on-economic-and-trade-relations-with-china/

President Trump announced an economic and trade agreement between the USA and China:

- China suspends all retaliatory tariffs and non-tariff measures imposed since March 4

- China issues new general licenses for the export of rare earths and suspends new export controls.

- China pledges to stop the flow of fentanyl to the US

- China will buy at least 12 million tons of US soybeans

- The USA reduces tariffs on Chinese goods by 10 percentage points

The biggest de-escalation in relations between the US and China since the start of the trade war.

China 🇨🇳 will suspend all retaliatory tariffs and non-tariff measures in place since March 4, lift export controls on rare earths, issue global licenses for rare earths and critical minerals such as gallium and graphite, and commit to buying 12 million tons of US soybeans this year and 25 million tons annually through 2028. China will also take "significant measures" to stop fentanyl shipments to the US.

In return, the U.S. 🇺🇸 will reduce tariffs on Chinese imports imposed to curb fentanyl trade by 10 percentage points of the cumulative tariff rate, effective November 10, 2025, extend Section 301 tariff exemptions through November 2026, and suspend new export control measures for one year.

📈 The $SPY (+0,85 %) or auc $CSPX (+0,69 %) has risen for 6 months in a row. What happens statistically after that?

Historical data since 1957 show:

➡️ +9.6 % on average one year later

➡️ 81 % of cases positive

➡️ Only rare correction phases

The markets are running - but for how much longer?

We analyze exactly such cycles live every day at Grey Capital - with data, timing & setups before they become mainstream.

Join Grey Capital and learn how to read market cycles before they tip🤓

$IWDA (+0,68 %)
$CSPX (+0,69 %)
$EIMI (+0,7 %)
$CSNDX (+1,07 %)
$ISAC (+0,72 %)
$VUSA (+0,69 %)
$HMWO (+0,66 %)
$XDWD (+0,69 %)
$SPPW (+0,66 %)
$WSML (+0,86 %)

President Trump shakes hands with Chinese President Xi Jinping.

"He is a VERY tough negotiator. That's not good!" 🤣

"Nice to see you again!"

"We're going to have a very successful meeting!"

"We have ALWAYS had a great relationship."

Chinese President Xi Jinping says he is happy to finally meet President Trump.

"It's very nice to see you again! It's been many years. Since your re-election, we have spoken on the phone three times, exchanged several letters and stayed in close contact."

"Given our different national circumstances, we don't always see eye to eye. It's normal for there to be friction between the world's two leading economies."

"In the face of winds, waves and challenges, you and I, who are at the helm of Sino-US relations, should stay the right course and ensure the steady progress of these relations."

Chinese President Xi Jinping declares President Trump the PEACE PRESIDENT of the whole world!

"Mr. President, you care deeply about world peace! You are deeply committed to resolving regional conflicts. I greatly appreciate your significant contribution to the ceasefire in Gaza."

"During your visit to Malaysia, you witnessed the signing of the joint peace declaration along the Cambodian-Thai border, to which you also contributed."

Rare earths, medicines and chips ... just to name 3 key areas. But most people in the forums are of the opinion that China is at least as dependent on us as we are on them... The example of Nexperia shows once again how far off the mark this is.

👉🏻 What happened?

The Dutch government has granted the Chinese owner Wingtech from controlling Nexperia last week

- officially due to security concerns and at the urging of the USA. The deposed Chinese CEO Zhang Xuezheng instructed employees in China to ignore orders from Europe while the Chinese government imposed export restrictions on Nexperia chips produced in China.

👉🏻 The potential consequences...dramatic

An acute chip shortage of so-called "chicken feed chips" in Germany and Europe. The chips produced by Nexperia are not highly complex and mass-produced, but Nexperia dominates this market virtually alone with a market share of just under 50%.

This is a huge problem for the automotive industry. Depending on the model, hundreds of these chips are installed in each car. But you can even find them in coffee machines etc. In other words, virtually everywhere that can be "controlled" in some way. So the problem is not just limited to the automotive industry, even if this is where it first appears.

Volkswagen has already announced short-time working for next week. The profitable models are now being prioritized, so the VW plants will be shut down first, but if a solution is not found soon, potentially Audi and Porsche as well. Mercedes, BMW and Bosch are also already warning of massive disruptions and once the supply chain is interrupted, it can take weeks or months to get it running smoothly again. The rat tail is simply enormous.

The production shock could be even greater than in corona times if no solution is found. This in turn could put thousands of jobs at risk. But it's interesting to see once again how little is being reported about this in the media (compared to the size of the problem - where is the chancellor?).

👉🏻 The solution - difficult...

Europe has no real leverage in my opinion and is caught between geopolitical tensions between the US and China. Do you piss off the US and release the company or do you stay the course and risk massive dislocation? Let's see...

$VOW (+2,65 %)
$MBG (+3,79 %)
$CSPX (+0,69 %)