$Gold Futures(DEC4) (GCmain.US)$
$Silver Futures(DEC4) (SImain.US)$
Since there are few discussions on weekends, let's talk about precious metals after a long time.
Normally, gold and silver, which should benefit from rate cuts, are now experiencing a significant decline.
One possible reason could be the presence of commercial swap dealers.
There is a high possibility that they are building a short position to suppress the price.
At this point, they have built the highest-class short positions in history.
The precious metals market is very small, so when large players build short positions, it will have a greater impact than the stock market.
Currently, their short positions are gradually being unwound along with the decline in precious metal prices, but they are still building a large number of short positions.
I don't think the price of precious metals can be expected to rise until their short positions decrease to some extent.

Yesterday, the Nasdaq and other major U.S. stock indices experienced a sharp decline in the opening window. Amidst that, the largest position in my portfolio $Palantir (PLTR.US)$ was fueled by the news of Nasdaq transition and surged by over 11%. $Applovin (APP.US)$ On the day of the news of joining the Nasdaq, the stock experienced a decline, but this time PLTR stood out as others were mostly falling, perhaps attracting concentrated funds. Leading stock strength 🍆
$Bitcoin (BTC.CC)$ also made a $0.09 million dollar bet, $MicroStrategy (MSTR.US)$ also rose.
However, looking at the pullback in nasdaq, the 'major rally' may have become more difficult to sustain. The chart below shows the chart immediately after Biden's election, with a sharp rise after a gap up, followed by a deep pullback and then a reversal to the upside.
There is a possibility that this movement may go in a similar way...

$Palantir (PLTR.US)$
The number of audience members buying and selling is increasing! Great news, isn't it!

Since I couldn't update yesterday, it's the first update in 2 days. In the US market yesterday, although the 3 indices were mixed, some stocks saw significant increases.
US stocks 🇺🇸
The most amazing thing was $Applovin (APP.US)$ . I was feeling down for not being able to hold onto the earnings report, but it started rising further yesterday. Following the rule of "it's too strong to try to go up again the day after such a sharp rise," I went to buy from the high. As a result, I was able to take more than 10% profit from the position I bought 🤩 It's growing so much that it's scary, but I'm reminded of SMCI in February. Could there be further growth from here?
He made a new entry. $Fair Isaac (FICO.US)$ It's subtle compared to other Trump stocks, but FICO is showing an unprecedented rise, which is considered quite strong, so he entered. It feels like a 7% increase has never happened before... It might pull back next week as it has risen too much, but he is still looking forward to it 😊.
The day before yesterday, for the first time in a while, $Vertiv Holdings (VRT.US)$ bought some in April...