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Our framework scans global equities, regional markets, and commodities through liquid ETF proxies, a clean, cross-asset read on where the money's moving. This week's screen threw up some sharp moves worth watching. Meta just dropped a bombshell that's rattling GPU-demand assumptions across the board. Samsung's earnings blowout triggered a "sell the news" rout in a key Japanese supply chain name.
Alibaba cleared a $600M legal overhang with the DOJ, and the stock reacted the way you'd expect. Meanwhile, Vale's boardroom is in open revolt, dragging Brazil's ETF with it, and Washington just widened its tariff net on copper.
Six charts, six bullish setups, six stories behind the move, spanning five markets and two asset classes. Full charts and analysis below for subscribers.
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