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SoSoValue Flash: Hormuz Returns to the Table, AI Hardware Maps "Exponential" TAM 💥 Core Catalyst: Truce Extensions & Tehran ShadowsTrump has paused the "Freedom Plan" escort in favor of diplomacy, as both sides review a 14-point US proposal. While the "Tehran Shadows" persist, the pivot back to the negotiation table has temporarily capped the immediate escalation premium, returning the market to a "talk-and-stall" regime. 🔍 Key Logic Shifts: 1️⃣ Geopolitics: The shift from force to 14-point negotiations confirms that a military fix for Hormuz remains a last resort. Markets are largely shrugging off the diplomatic back-and-forth, treating it as a structural but contained overhang. 2️⃣ Macro Policy: April ISM Manufacturing Prices surged (+25.6 pts over 3 months), signaling massive cost-push inflation. With Japan intervening for three straight days, the June BOJ hike risk is adding a fresh layer of volatility to global carry trades. 3️⃣ Earnings Surge: AMD raised its 2030 CPU TAM to $120B, doubling the CAGR guide to 35%. This reinforces the AI hardware bull case and suggests the cycle is moving from "recovery" toward "euphoria" as pricing power remains robust. 📊 Trade Setup (SoDEX Assets to Watch): Core: $USTECH-100 | $CL (Crude) | $XAUT | $BTC MAG7: $NVDA | $AMZN | $GOOGL | $META | $MSFT | $TSLA | $AAPL AI Hardware: $SNDK | $MU | $AMD | $INTC