🚨 SoSoValue Flash: Negotiations Continue, Hormuz Strait Flow Restrictions Persist; Market Reverts to AI + MAG7 💥 Key Trigger: U.S.-Iran Talks Proceed as Scheduled on Saturday U.S.-Iran talks are set to proceed as planned on Saturday. Direct talks between Israel and Lebanon are also expected next week, maintaining diplomatic channels. Meanwhile, Iran has limited vessel transit through the Hormuz Strait to 15 per day. Crude oil prices remain elevated, continuing to serve as a negotiating lever. 🔍 Important Shifts in Logic: 1️⃣ Hormuz Maintained as a “Negotiating Card” Iran has opted for a low-flow strategy rather than a full blockade. By restricting transit, it supports crude prices while sustaining pressure in negotiations. 2️⃣ Macroeconomic Slowdown Signals Emerge U.S. Q4 2024 real GDP final reading revised down to **+0.5% annualized**. Weakness in consumption and investment confirmed; Q1 faces headwinds from geopolitical risks. 3️⃣ AI + MAG7 Becomes Capital’s Safe Haven Assets in MAG7 and AI hardware are less vulnerable to elevated oil prices. Capital is rapidly flowing back into MAG7 and AI hardware stocks. Anthropic × Amazon’s AI revenue growth reinforces this structural trend. 📊 Trading Focus (SoDEX Monitored Assets): Core: $USTECH-100 | $XAUT | $BTC MAG7: NVDA | AMZN | GOOGL | META | MSFT | TSLA | AAPL AI Hardware: MU | SNDK | AMD | INTC Market Perspective: As low flow through Hormuz persists, crude prices will remain elevated. The market is transitioning toward positioning ahead of mid-April tech earnings, while maintaining geopolitical hedges. #Geopolitics #HormuzStrait #SoSoValue #MAG7 #AI #Macro #Trading