INFORMANT

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TRANSCRIPT

AMD plunged -4.55% as the market digested a 5-post Trump explosion covering drones, golf, and Iran sanctions. Truth Social promised budget-friendly ballrooms while defense tech stocks bled out. AMD plunged -4.55%, SMH plunged -4.14%, NVDA dropped -2.84%. DJT jumped +2.30% then dropped at the open. SPY fell -0.37%, VIXY edged up +0.23%. The disconnect is staggering: tweets about golf and construction contracts triggered a tech rout, while crypto rose slightly. Markets don’t care about your ballroom renderings; they only see the volatility.