スマートマネーを動かす構造的な力

Trade war de-escalation + Mag7 earnings beats. VIX at 18. Risk-on return.

Stimulus package expectations. AI subsidy + domestic consumption push.

Nifty near ATH. Domestic consumption + FII inflows accelerating.

TSMC strong guidance + AI chip demand surge. Geopolitical premium easing.

Mag7 earnings beats + AI capex revival. Tariff de-escalation rally. SPY +0.3% 4W.

BTC +43% 4W surge. Spot ETF institutional inflows. Risk-on momentum.

TLT +1.7% 4W. Rate cut expectations building into FOMC Apr 30.

NVDA data center demand. TSMC strong guidance. AI inference cycle accelerating.

NATO 5% GDP target. Geopolitical premium holding. LMT/RTX/NOC steady.

QQQ +1.9% 4W. MSFT/GOOG/META Azure/Cloud beats. Capex concerns resolved.