Author: 브리즈

Elon Musk Steps Down from Trump’s DOGE Team After Rift Over “Big, Beautiful Bill”

Billionaire Elon Musk has officially ended his role as a special government employee under President Donald Trump, stepping away from the Department of Government Efficiency (DOGE) amidst rising tensions over key legislation.

Item Detail
 Role Ended Elon Musk exits as unpaid special government employee (DOGE)
 Service Duration Joined after 2024 election, served through 2025 Q2
 Public Statement “Thank you for the chance to reduce wasteful spending”
Reason for Exit Disappointment with Trump’s “Big, Beautiful Bill”
DOGE Savings Claimed ~$160B (Musk originally aimed for $1T)
Workforce Impact 60K federal jobs cut, 76K buyouts, 150K more reductions planned

DOGE: From ‘Efficiency Mission’ to Exit

Musk’s tenure at DOGE was marked by aggressive government downsizing. His team claimed over $160 billion in savings by:

  • Cutting tens of thousands of federal positions

  • Ending major foreign food/medical aid programs

  • Restructuring budget allocations for defense and immigration

But despite lofty ambitions, Musk’s $1 trillion goal remained out of reach.

The Rift: Musk vs. Trump’s “Big, Beautiful Bill”

Musk’s departure appears timed with his CBS interview, where he criticized Trump’s flagship bill:

“I think a bill can be big, or it can be beautiful — I don’t know if it can be both.”

Musk claimed the bill undermined DOGE’s mission, citing concerns over increased defense spending and entitlement restrictions.

The History: Musk & Trump, From Endorsement to Resignation

  • July 2024: Musk endorsed Trump after an assassination attempt

  • Post-election: Named co-leader of DOGE alongside Vivek Ramaswamy

  • Fundraising: Contributed ~$45M/month to pro-Trump America PAC

  • Nickname: “First Buddy” – a term Musk embraced in jest

Trump once joked: “Elon won’t go home.”

What This Means for Tesla & Politics

Though Tesla’s business may remain resilient, Musk’s political break with Trump raises questions about:

  • Musk’s long-term political ambitions

  • DOGE’s future leadership

  • Investor confidence in Musk’s ability to juggle roles

Final Takeaway:

Elon Musk’s bold attempt to reshape the U.S. government ends with a bang — not a trillion saved, but a message sent: Efficiency and ideology don’t always align.

Avalanche (AVAX) Soars 53%, But Sell Signals Emerge – What’s Next?

Avalanche (AVAX) has staged a sharp 53% rally since March 11, recovering from a painful 72% drop earlier this year. But as the price stalls near the $22 resistance zone, technical indicators are now flashing red.

■  Key Highlights

Item Details
Rally Size +53% since March 11
Recent High $23.40
Current Level ~$21.80
Key Support $20
Key Resistance $22 and $30 (MA & EMA convergence)

■  TD Sequential: “Caution Ahead”

Top analyst Ali Martinez has pointed out that the TD Sequential indicator, which correctly signaled the bottom, is now issuing a sell signal.

  • This could imply a short-term correction or consolidation phase.

  • The $20 support level is critical — if broken, AVAX may drop toward $17.

■  Bulls vs. Bears: The Market at a Crossroads

✔  Bullish Outlook

  • A break above $22 could pave the way to $30.

  • Sustained support at $20 = confidence in a continued uptrend.

✔  Bearish Risks

  • Macroeconomic factors: Trade war tensions, risk-off mood.

  • Failure to hold $20 could trigger a deeper correction to $17.

■  Investor Insights

•  If holding AVAX: Watch the $20 level closely.
•  If buying on dips: Wait for a clean bounce or consolidation above $20.
•  If short-term trading: TD Sequential warning means caution is key.

§ Summary

“AVAX is showing strength, but the battle at $22 is far from over. Will bulls push it past, or will bears take back control?”

Elon Musk Warns Trump’s Auto Tariffs ‘Not Trivial’ for Tesla

In March 2025, former President Donald Trump announced a 25% tariff on imported cars and auto parts, sending shockwaves through the global automotive industry. Tesla CEO Elon Musk acknowledged this impact, warning: “This tariff will affect Tesla as well. The cost impact is not trivial.”

■  Tesla: Made in the U.S., but Not Fully American?

  • Although Tesla assembles all cars domestically, about 20-25% of its vehicle components come from Mexico.

  • Musk stressed that tariffs directly raise Tesla’s costs, significantly affecting its operations.

  • Tesla’s top-selling Model Y Long Range consists of approximately 25% Mexican components by value.

■  Supply Chain Challenges and Component Constraints

  • In a letter to the U.S. Trade Representative (USTR), Tesla highlighted that despite efforts to localize supply chains, certain parts remain difficult or impossible to source within the U.S.

  • Global supply chains involve parts crossing borders multiple times, and tariffs could result in immediate price hikes and supply disruptions.

■  Industry-Wide Concerns

  • More than 50% of vehicles sold in the U.S. are imported, raising serious industry-wide concerns.

  • Art Wheaton from Cornell University estimated that the tariffs could increase consumer prices by up to $20,000 per vehicle.

  • German automakers warned that these tariffs represent a “fatal signal” that could hinder both U.S. and global economic growth.

■  Are Cars Actually ‘Made in USA’?

  • Even seemingly U.S.-built vehicles often have substantial foreign content.

  • For instance, the Cadillac CT5 is assembled in Michigan but nearly half of its components come from Mexico.

  • The Ford Mustang Mach-E derives 78% of its value from Mexican components, with just 13% from the U.S. and Canada combined.

§ Conclusion: Tariff Impact Highlights Vulnerability in Global Supply Chains

  • Despite Tesla’s significant U.S. production, the structure of its component sourcing means avoiding tariffs entirely is impossible.

  • The broader U.S. auto industry, despite domestic manufacturing, remains vulnerable to international trade disruptions.

  • Automakers worldwide will likely need increasingly complex strategies to navigate evolving trade policies.

Rocket Lab & Stoke Space Secure Massive $5.6 Billion NSS Launch Contract!

Rocket Lab’s stock soars 7% after landing key national security deal

■  Key Highlights

Category Details
Companies Rocket Lab & Stoke Space Technologies
Program NSS Phase 3 Lane 1 Launch (FY2025)
Contract Type Fixed-price, Indefinite Delivery/Indefinite Quantity
Maximum Contract Value $5.6 billion
Contract Period 4 years, 2 months + optional 5-year extension
Initial Obligated Funds $10 million (FY2025 funds)
Competitive Bids 3 bidders participated

■  Rocket Lab Stock Jumps

Immediately after the announcement, Rocket Lab (NASDAQ: RKLB) shares surged 7%, signaling strong investor confidence.

This major win positions Rocket Lab as a leading player in the rapidly expanding National Security Space (NSS) launch market.

■  Mission Details

Rocket Lab and Stoke Space will deliver national security payloads accurately to their designated orbits. Specific launch sites and schedules will be assigned per individual mission requirements.

■  Quick Terms Explained

  • NSS (National Security Space):
    U.S. defense-focused satellite launch program critical for national security operations.

  • IDIQ Contract:
    Indefinite Delivery/Indefinite Quantity – offers flexibility in quantities and delivery timelines.

  • Fixed-Price Contract:
    Pre-determined contract amount; the supplier assumes risks of delays or cost overruns.

■  Investor Insights

▶  Defense & Aerospace Synergy:
The NSS deal merges national defense with aerospace tech, representing a long-term strategic growth opportunity.

▶  Revenue Stability & Credibility Boost:
Securing a government-backed contract provides Rocket Lab reliable revenue streams, hedging against private market volatility.

▶  Potential Beneficiaries:

  • Rocket Lab USA (NASDAQ: RKLB)

  • Stoke Space (Private/IPO planned)

  • Astra, Redwire, BlackSky, and other small-cap space stocks may benefit indirectly.

§ Bottom Line:

“Rocket Lab enters national security space market—set for quantum leap with $5.6B contract!”

South Korea’s Prime Minister Reinstated, But Presidential Silence Continues

On March 24, 2025, South Korea witnessed a significant political development. Prime Minister Han Duck-soo officially returned to his post after previously offering his resignation. While this partially fills the leadership vacuum, the president’s continued silence has left the nation in a state of political uncertainty.

■  Prime Minister Returns, but No Word from the President

✔️ Prime Minister Han chaired a cabinet meeting today, marking his official return.
✔️ He stated, “I will resume my duties to ensure continuity in national affairs.”
✔️ However, there has been no official statement or appearance from the president.

■  Presidential Absence Raises Questions

✔️ Despite mounting speculation about the president’s health and whereabouts, the presidential office has maintained a “no comment” stance.
✔️ This silence is fueling public anxiety and stirring political tension.
✔️ Opposition parties are demanding a parliamentary inquiry, calling it “a constitutional crisis in the making.”

■  Governance Uncertainty Looms

✔️ Key domestic policies and diplomatic agendas remain on hold.
✔️ With upcoming summits such as the Korea-U.S. and Korea-China meetings, global attention is turning toward South Korea’s internal political stability.
✔️ Stock markets showed mixed performance, reflecting investor caution.

■  Conclusion: Leadership Partially Restored, But Concerns Remain

✔️ While Prime Minister Han’s return is a stabilizing move, the prolonged absence of the president continues to shake confidence in the nation’s governance.
✔️ The public is increasingly calling for transparency regarding the president’s health and future leadership plans.

Micron Delivers Strong Q2 Earnings — HBM Market Outlook Boosts Investor Confidence!

■  FY2025 Q2 Earnings Summary

  • Revenue: $8.05 billion (YoY +38.3%)
    → In line with market consensus of $7.91 billion

  • EPS: $1.56 (YoY +271.4%)
    → Beats consensus estimate of $1.43 by 9%

■  Positive Forward Guidance

  • Q3 Revenue Guidance: $8.8 billion
    → 3.5% above market consensus

  • Q3 EPS Guidance: $1.57
    → 6.1% above expectations

■  Slight Weakness in Gross Margin

  • Current Gross Profit Margin (GPM): 37.9% (QoQ -1.6%)

  • Q3 GPM Guidance: 36.5%
    → Below consensus estimate of 37.4%

§ Reason:
Reduced utilization of NAND fabs led to operational losses,
which offset some of the positive impact from increased HBM sales.

■  Full Entry into the HBM Market

  • Quarterly HBM revenue exceeded $1 billion for the first time

  • HBM TAM (Total Addressable Market): Raised from $30B to $35B

  • HBM3e 12-layer products: Currently undergoing smooth certification

  • Capex: Primarily allocated to expanding HBM capacity and long-term fab planning

■  Summary & Outlook

✔️ Micron exceeded earnings expectations with solid top and bottom line growth
✔️ The company demonstrated real traction in the high-bandwidth memory (HBM) market
✔️ Although gross margin declined in the short term,
✔️ Micron is well-positioned to lead the HBM space in the mid-to-long term

Bitcoin Recovery Sparks Hope for TON, AVAX, NEAR, OKB Rally

Bitcoin (BTC) held strong above the 200-day simple moving average ($84,899) over the weekend, signaling potential bullish momentum. Analysts suggest that a sustained recovery in BTC could set the stage for major altcoins like TON, AVAX, NEAR, and OKB to follow with strong upward moves.

■  Key Market Highlights

  •  Bitcoin must close above $85,000 this week to confirm bullish strength

  •  A drop below $81,000 could lead to a decline toward $76,000

  •  Analysts expect market pressure to persist until April 2

  •  Short-term correction followed by a 20–40% rally likely after April 15

■  Technical Analysis Overview

1. Bitcoin (BTC)

  • Key Resistance: $87,000 — confirmation of bullish breakout

  • Upside Targets: $92,500 → $95,000

  • Downside Risk: Below $81,000 → $76,606 support zone

2. Toncoin (TON)

  • Breakout Point: $4 — could push price to $5

  • Support Levels: Below $3.28 → risk of fall to $2.90

3. Avalanche (AVAX)

  • Upside Potential: Above $20.10 → next stop at $22.50

  • Critical Support: Below $15.27 → risk of further drop to $11

4. NEAR Protocol (NEAR)

  • Bullish Target: $3.65 if $3.25 is broken

  • Key Support: Below $2.48 → could dip to $2.14

5. OKB

  • Resistance Zone: $54 — breakout could lead to trend continuation

  • Bearish Breakdown: Below $50 → risk of drop to $45

■  Expert Insight

“Bitcoin’s steady hold suggests confidence, and if the trend continues, altcoins could catch up quickly,”
“Short-term volatility may remain, but a strong rebound is likely after mid-April.”

■  Conclusion: Market Correction or Opportunity?

While the crypto market is currently facing macroeconomic uncertainties and mixed sentiment, Bitcoin’s ability to hold key levels is offering a glimmer of hope. If BTC confirms a breakout, altcoins like TON, AVAX, NEAR, and OKB may see accelerated gains.

§ Now may be the time to look for entry opportunities with proper risk management!

Bitcoin Surges to $84K Amid Stock Market Rally, But Analysts Warn of a Possible Pullback

The crypto market saw a strong start to the week, with Bitcoin (BTC) surpassing $84,000 and altcoins recording solid gains. However, analysts caution that another market correction could be on the horizon as concerns about the U.S. economy and stock market volatility persist.

■  Bitcoin & Crypto Market Performance

●  Bitcoin (BTC) Surpasses $84K!
✔ BTC trades above $84,000, fueled by positive sentiment in U.S. stocks.
✔ Crypto market up 1.8%, while the CoinDesk 20 Index advanced 2.4%.
✔ Ethereum (ETH) stabilized above $1,900, rising 2.8%.

●  Altcoins Outperform
✔ Solana (SOL): +3% following its futures debut on CME.
✔ Top-performing altcoins:
    SUI, AAVE, ICP, and NEAR: +5%
    Ethena (ENA): +7% after announcing a partnership with Securitize
to bridge DeFi and traditional finance.

§ Market sentiment remains bullish, but risks loom ahead.

■  Stock Market & Federal Reserve Policy Impact

●  U.S. Stock Market Rally Boosts Crypto
✔ Major U.S. indexes continued their rebound, creating a positive environment for risk assets like Bitcoin.
✔ S&P 500 shows signs of a correction, which could impact crypto markets.

●  Analysts Warn of a Potential Crypto Pullback
✔ LMAX Group strategist Joel Kruger: Bitcoin could retest March’s $73K-$74K levels before rebounding.
✔ “Global trade tensions and U.S. economic slowdown concerns remain a risk for markets.”

●  Federal Reserve Meeting in Focus
✔ The Fed is expected to keep interest rates unchanged during this week’s FOMC meeting.
✔ Key focus: Whether the Fed will pause or end its quantitative tightening (QT) program.
✔ Coinbase Institutional Research Head David Duong: “If the Fed halts QT, it could improve liquidity and boost crypto prices in the coming months.”

■  Conclusion: Where is Bitcoin Headed Next?

✔ Bitcoin surges to $84K, driven by strong stock market performance.
✔ Ethereum and altcoins follow suit, with several gaining over 5%.
✔ Analysts warn of potential correction, with BTC possibly revisiting $73K-$74K.
✔ Fed’s decision on monetary policy could impact crypto prices moving forward.

U.S. Stock Market Rebounds as Investors Assess Economic Data & Trump Policies

The U.S. stock market rose for the second consecutive session, as investors took advantage of buying opportunities after recent market declines.
The Nasdaq and S&P 500, which had been falling for four straight weeks, saw a rebound, signaling potential recovery.
However, economic data and the impact of Trump’s policies continue to influence market sentiment.

■  U.S. Stock Market Gains – Key Index Performance

●  As of March 17 (ET), major stock indices saw gains:
•  Dow Jones Industrial Average (DJI): +353.44 points (+0.85%) 41,841.63
•  S&P 500 (SPX): +36.18 points (+0.64%) 5,675.12
•  Nasdaq Composite (IXIC): +54.58 points (+0.31%) 17,808.66

●  After four consecutive weeks of declines, the Nasdaq and S&P 500 rebounded as investors sought bargains!

●  However, market uncertainty remains:

  • Retail sales rose slightly but fell short of expectations → Consumer sentiment remains weak.
  • New York State factory activity saw its biggest drop in nearly two years → Economic slowdown concerns.
  • Homebuilder sentiment fell to a seven-month low → Higher costs due to import tariffs.

■  Trump’s Economic Policies & Market Uncertainty

●  Economic Outlook & Federal Reserve Policy
•  Federal Reserve expected to keep interest rates unchanged on
March 20
•  Q1 GDP Forecast: -2.1% (Federal Reserve Bank of Atlanta)
•  Fed meeting expected to shed light on Trump administration’s economic impact

●  Will Trump’s Policies Lead to a Recession?
•  U.S. Treasury Secretary Scott Bessent: “There are no guarantees the U.S. will avoid a recession.”
•  Massive federal budget cuts & tariff policies → Increasing market uncertainty.

●  Weak Retail Sales & Manufacturing Data
•  February retail sales showed a slight recovery but missed expectations → Tariffs impacting consumer behavior.
•  New York State’s factory activity saw its biggest drop in two years → Weak demand signals.

●  Housing Market Challenges
•  Homebuilder sentiment hit a 7-month low in March
•  Higher construction costs due to tariffs on imported materials

■  Stocks That Gained vs. Stocks That Declined

●  Gaining Stocks (Tech & AI Leading the Rally)
•  Quantum Computing Stocks Surged:
    D-Wave Quantum (QBTS.N): +10.15%
    Quantum Corp (QMCO.O): +40.09%

•  Nvidia (NVDA.O) AI Conference Boosted AI-related Stocks
•  Intel (INTC.O): +6.82% (New CEO Lip-Bu Tan expected to overhaul AI & semiconductor strategy)

●  Declining Stocks (Consumer & EV Stocks Under Pressure)
• Tesla (TSLA.O): -4.79%
   Mizuho Securities cut its price target from $515 to $430
   Stock down 41% year-to-date

•  Consumer discretionary stocks lagged due to weak consumer confidence

■  Conclusion: Where is the Market Headed?

• U.S. stock market rebounded after four weeks of decline → Bargain-hunting investors driving gains.
• Uncertainty remains over Trump’s economic policies & potential recession risks.
• AI & quantum computing stocks leading the recovery, while Tesla & consumer sectors struggle.
• Market awaits March 20 Fed meeting for further economic guidance.

§ The upcoming Federal Reserve meeting could be a major turning point for the stock market!

Forever 21 Declares Bankruptcy Again – Closing All 350 U.S. Stores!

Forever 21, once a dominant force in fast fashion, has filed for bankruptcy for the second time in six years and announced the closure of all 350 of its U.S. stores. 
The rise of e-commerce fashion giants like Shein and Temu has made survival increasingly difficult for traditional brick-and-mortar retailers.

Brands Linked to Xinjiang

■  Why Did Forever 21 File for Bankruptcy?

●  Chapter 11 Bankruptcy Filing
•  The company filed for Chapter 11 bankruptcy protection in the U.S.
•  Key reasons: Rising inflation, declining sales, and intense competition from online retailers like Shein and Temu.

●  Closing 350 U.S. Stores
•  Liquidation sales are already underway in all Forever 21 stores.
•  One of the largest retail closures in U.S. fashion history.

●  Financial Struggles
•  Forever 21’s liabilities range between $1 billion and $10 billion.
•  The company previously filed for bankruptcy in 2019, resulting in the closure of over 30% of its stores.

●  Fierce Competition from Shein & Temu
•  Shein and Temu have rapidly taken over the global fast fashion market.
•  Lower prices + digital-first strategies have made it difficult for traditional retailers to compete.
•  U.S. retailers struggle to keep up with China-based fast fashion giants benefiting from tax exemptions.

■  What Does Forever 21’s Bankruptcy Mean for the Fashion Industry?

●  The Decline of Traditional Fashion Retail
•  The shift to e-commerce is accelerating, leaving traditional retailers behind.
•  Consumers prefer online shopping for affordability, convenience, and variety.

●  Fast Fashion’s Changing Landscape
•  H&M and Zara must adapt quickly to avoid a similar fate.
•  More U.S. and European brands may struggle if they fail to innovate.

●  Key Takeaways for Fashion Brands
•  Digital transformation is no longer optional – it’s a necessity!
•  Fast adaptation to consumer trends is critical for survival.
•  Brands need to embrace online retail and direct-to-consumer models to stay competitive.

■  Conclusion: Is This the End of Forever 21?

•  Forever 21 files for bankruptcy again → Closing all 350 U.S. stores
•  Failed to compete against online-first brands like Shein & Temu
•  Traditional fast fashion must embrace digital strategies to survive

◎ How can traditional fashion brands survive?
→   Prioritize e-commerce and digital growth
→   Invest in personalized marketing & online shopping experiences
→   Focus on sustainable fashion trends

§  Forever 21’s bankruptcy is not just the fall of a brand—it’s a wake-up call for the entire fashion industry!