Information is factual only and is not financial advice.

🌏 HK

0700 425.20, -0.1%, 9988 107.20, -0.9%, muted Tuesday close

3690 72.30, +0.7%, 1810 25.04, +2.1%, Xiaomi the bright spot

πŸ‡ΊπŸ‡Έ US

Last settled Monday: SPY 778.10 flat, QQQ 746.04, -0.7%, tech lagged

TSLA 378.03, -1.2%, NVDA 226.32, -1.3%, chips soft into Tuesday

GLD 382.15, -0.6%, TLT 78.05 flat, bonds steady while crude runs

πŸ“Š Context

Brent near 107, WTI near 102, up over 10% on the week, rate pressure intact

Defensives bid on the ASX, growth sold, breadth indecisive

🎯 Eva's Read

Uranium book under real pressure, PDN cost print is the driver, no averaging down into it

Discipline first: stops stand, patience over prediction