According to The Kobeissi Letter, the anticipation of Trump's reciprocal tariffs day on April 2nd is expected by markets to resolve uncertainty; however, The Kobeissi Letter suggests it may increase volatility, as evidenced by tech stocks losing over $400 billion recently.

According to @KobeissiLetter, the anticipation around Trump's April 2nd reciprocal tariffs is expected to increase market uncertainty rather than mitigate it. This sentiment is reflected in the tech sector, which has experienced a $400 billion decline in market value this week. Traders are advised to prepare for continued volatility in tech stocks as the market digests the implications of these tariffs.

According to @KobeissiLetter, the trade war's resurgence is expected to culminate on Trump's April 2nd reciprocal tariffs day, initially perceived as the 'end of uncertainty.' However, @KobeissiLetter argues the opposite, predicting ongoing volatility, which is linked to the significant decline in tech stocks, losing over $400 billion this week. This analysis suggests traders should anticipate further market instability and adjust positions accordingly.

According to @KobeissiLetter, the anticipation of Trump's reciprocal tariffs day on April 2nd is viewed by markets as a potential resolution to ongoing trade war uncertainties. However, @KobeissiLetter suggests the opposite effect, predicting increased market volatility. This perspective is supported by the significant decline in tech stocks, which have lost over $400 billion in value this week.

According to @KobeissiLetter, the re-emergence of the trade war, specifically Trump's upcoming April 2nd reciprocal tariffs, is predicted to increase market uncertainty rather than conclude it. This uncertainty is cited as a reason for the $400 billion decrease in tech stock values this week.

According to The Kobeissi Letter, markets are anticipating Trump's April 2nd reciprocal tariffs day as an 'end of uncertainty,' yet it might intensify volatility, as evidenced by a $400 billion decline in tech stocks this week.

According to @KobeissiLetter, the announcement of reciprocal tariffs by Trump on April 2nd is seen by markets as a potential end to uncertainty. However, @KobeissiLetter argues that this is contrary to expectations and is contributing to a decline in tech stocks by over $400 billion this week. This development is critical for traders monitoring the tech sector's performance and market volatility as it suggests increased risk and potential for further declines.

According to The Kobeissi Letter, the market's expectation that Trump's April 2nd reciprocal tariffs will end uncertainty is misguided. Instead, this announcement has contributed to a significant decline in tech stocks, with losses exceeding $400 billion this week. This indicates a continued period of volatility and potential trading opportunities in the tech sector.

According to Miles Deutscher, AI has surpassed the adoption rates of previous technologies such as computers and the internet, marking a significant shift in technological integration. This rapid adoption rate is crucial for traders as it suggests an accelerated transformation in market dynamics influenced by AI advancements. As AI models continue to improve, traders should anticipate increased volatility and opportunities in tech-related stocks and cryptocurrencies linked to AI development.

According to Anthropic (@AnthropicAI), the statement on Governor Newsom's AI Working Group Draft Report highlights the importance of balanced AI regulation in fostering innovation while ensuring safety, which could influence tech stocks and investor sentiment towards AI-focused companies.

According to The Kobeissi Letter, Nvidia's CEO Jensen Huang stated that the market's understanding of DeepSeek R1 is 'completely wrong.' Huang emphasized that the demand for computing remains 'extremely high,' with reasoning AI significantly increasing this demand. This insight could influence trading strategies around Nvidia and related tech stocks, as it underscores the growing importance of AI in driving computing needs.

According to The Kobeissi Letter, retail net inflows into Nasdaq 100 index stocks have surged to 0.1% of market capitalization, marking the highest level in at least a year. These retail flows have doubled in just a few weeks, indicating a significant increase in retail investor participation in the market. Additionally, JPMorgan's retail sector observations suggest a growing trend of retail investment in tech-heavy indices.

According to Jeff Dean, Waymo is launching public autonomous vehicle services in the Peninsula, specifically in Palo Alto, Mountain View, and Los Altos. This expansion marks a significant step in the adoption of autonomous driving technology in urban areas, potentially influencing related tech and automotive stocks.

According to OpenAI, a developer-focused livestream is scheduled for 10am PT. This event is likely to provide updates or insights relevant to developers working with OpenAI technologies, potentially impacting trading strategies related to AI and tech stocks.

According to The Kobeissi Letter, Nasdaq 100 futures underwent a significant reversal, gaining nearly 400 points in just 3 hours and turning green overnight. This movement indicates a strong recovery in market sentiment, potentially influencing trading strategies focused on tech stocks and futures contracts.

According to The Kobeissi Letter, Nvidia's stock, $NVDA, has fallen below $108.00 for the first time since September 2024, indicating a potential shift in market sentiment towards the tech giant.

According to The Kobeissi Letter, the Nasdaq 100 has experienced a significant downturn following President Trump’s investment announcement. This development is crucial for traders as it indicates increased market volatility and potential bearish trends in major tech stocks. The decline in the Nasdaq 100 suggests a reevaluation of market positions may be necessary for investors, particularly those heavily invested in technology sector ETFs or individual tech stocks.

According to The Kobeissi Letter, the Nasdaq 100 experienced a sharp rally, increasing by 2% in under three hours with minimal bullish headlines. This unexpected rise suggests potential insider knowledge. Furthermore, The Kobeissi Letter anticipates tech stocks to gap higher when futures open due to recent crypto reserve news.

According to AI at Meta, the introduction of Aria Gen 2 glasses aims to significantly impact machine perception, contextual AI, and robotics by providing advanced tools for researchers in both industry and academia. This development could influence trading decisions in tech stocks, particularly those involved in AI and wearable technology sectors. The official announcement was made on Twitter by AI at Meta, highlighting the strategic importance of this new product in the technology landscape. Potential investors should monitor this space for further developments as it may affect company valuations and market dynamics.

According to The Kobeissi Letter, the Nasdaq 100 index fell over 200 points at the opening of the market. This decline signals potential increased volatility and may impact trading strategies, as traders assess the impact on tech stocks and broader market sentiment.