🚨🚨The market analysis for today, September 29, 2025, is heavily influenced by the Artificial Intelligence (AI) sector, which continues to drive market activity while also raising concerns about a potential bubble. Here is a summary of the key market and AI-related developments: AI-Related Market Dynamics * Valuation Concerns and "AI Bubble" Fears: There is growing concern among analysts about a potential AI bubble, with worries that circular transactions (like NVIDIA committing funds to OpenAI, which is also a customer) may be artificially inflating valuations of technology companies. * AI Infrastructure Spending: Massive AI-related capital expenditure (capex) is noted as a key driver of current U.S. economic growth, with Goldman Sachs estimating global AI capex at $368 billion
$ProShares Ultra Silver(AGQ)$ gold and silver seems to be the "in-thing". I have shared my love for gold and silver, platinum and palladium. This is just another emphasis. No, a rally doesn't die because a price has hit new 52 weeks high. A rally doesn't even die when ATH is hit. Everyone is looking at $50 now, and like a self-fulfilling prophecy, $50 will be hit. Actually, I have mixed feelings about silver getting to its ATH. With so much expectation, and overbought position, profit taking is the most likely outcome. At the same time, correction is necessary for the rally to have legs. So I am keenly awaiting all these sequences of events. One more tailwind for today's precious metals rally could be attribute
$MSTX 20251031 37.0 PUT$ Recently, MSTR purchased 525 BTC for $60.2 million at an average price of $114,562, bringing its total holdings to 638,985 BTC valued at about $47.23 billion. With an average purchase price of $73,913, the company’s long-term conviction in Bitcoin remains clear. Importantly, MSTR funds these acquisitions via ATM offerings, recently raising $68.2 million, while maintaining significant additional capacity, including $16.1 billion in common stock issuance, ensuring future flexibility.
$Meta Platforms, Inc.(META)$ 1336 days of holding Meta shares and the wait is finally over, I have just realized my position with a net P&L of 188.93% gains. Rode this through the tail end of Covid, through the tech disrupt in H1 2022, through Liberation Day (2025 Apr)...rollercoasters of cyclical swings. I don't see much of an upside potential for META in Q4 2025, more downside risks with the unstable geopolitical situations.