SoSoValue Flash: Infrastructure attacks intensify as Brent crude breaches $90; Moonshot AI temporarily halts new registrations due to computational resource constraints 💥 Key Developments: Tensions between the U.S. and Iran have escalated further, with three U.S. soldiers killed. Attacks by both sides have expanded to critical infrastructure, including power plants and seawater desalination facilities. The U.S. has dispatched additional aerial refueling aircraft to Israel, and amid growing supply concerns, Brent crude has breached $90. Meanwhile, Moonshot AI temporarily halted new user registrations after a surge in traffic following the launch of Kimi K3, reaching the limits of its computational resources. 🔍 Shifts in Market Logic: 1️⃣ Brent crude surpasses $90 Increased infrastructure attacks and rising casualties have heightened geopolitical risk. Despite the prevailing scenario of simultaneous conflict and dialogue, Brent crude has climbed above $90 due to concerns over supply and transportation disruptions. 2️⃣ Computational resource shortages emerge in the AI industry The sudden spike in traffic after Kimi K3’s launch forced Moonshot AI to suspend new registrations. As competition intensifies between open-source and closed AI models, the strain of computational resource scarcity and escalating capital investment burdens has become starkly apparent. 3️⃣ Market consolidation ahead of earnings season There is currently no clear catalyst like the “AI agent demand driving growth” theme seen in April–May for AI hardware. The recent decline is viewed as a short-term correction. A key event for confirming the long-term trend will be Google’s earnings report on July 23 (Japan Time) / July 22 (U.S. Time). 4️⃣ Energy prices influence macro outlook The market consensus expects the FOMC to hold rates steady on July 30 (Japan Time) / July 29 (U.S. Time). However, oil prices remain highly sensitive to geopolitical risks; sustained downward pressure on crude prices will be necessary to alleviate concerns over potential further rate hikes. 📊 Trade Setup: Core: $USTECH-100 · $CL · $XAUT · $BTC MAG7: $NVDA · $AMZN · $GOOGL · $META · $MSFT · $TSLA · $AAPL AI Hardware: $SNDK · $MU · $AMD · $INTC · $TSM