Keep hedges on headlines are driving the move, so stay selectively long.

Meta Platforms maintaining long positions in compute and data center plays, AI infrastructure demand remains strong.

NVIDIA $1T target is ambitious but directionally sound, staying long while trimming into strength, upside intact but expectations are high

LongPort - Hotspot
Hotspot

☕️ Daily Market Talk | Mar 17, 2026

Morning everyone! Markets rally as oil drops. Meta & Nebius ink $27B AI deal, Nvidia targets $1T, US-China reach consensus. ☕️ Grab a coffee and dive into today's big questions👇

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