Hardware Eats Software Alive While the Strait of Hormuz Holds the World Hostage
The S&P 500 just posted its longest winning streak since October while one-tenth of global oil supply sits stuck in a bottleneck — macro chaos has never looked so... bullish?

Ticker Ratings
| Ticker | Rating | Entry Price | Current | $ Gain | % Gain |
|---|---|---|---|---|---|
| CRWV CoreWeave, Inc. | buy | $91.92 | — | — | — |
| INTC INTEL CORP | buy | $61.84 | — | — | — |
| PANW Palo Alto Networks Inc | sell | $171.70 | — | — | — |
| INTU INTUIT INC. | sell | $364.22 | — | — | — |
| AMD ADVANCED MICRO DEVICES INC | buy | $236.17 | — | — | — |
| STZ CONSTELLATION BRANDS, INC. | buy | $162.06 | — | — | — |
| LEVI LEVI STRAUSS & CO | buy | $22.89 | — | — | — |
| CVNA CARVANA CO. | sell | $326.45 | — | — | — |
| MRVL Marvell Technology, Inc. | hold | $122.08 | — | — | — |
| BA BOEING CO | hold | $220.00 | — | — | — |
| LMT LOCKHEED MARTIN CORP | hold | $623.50 | — | — | — |