u/GroundbreakingLynx14
Ending War With Iran? ... Don't Hold Your Breath.
Based on current reporting, the probability that this Iran War Powers resolution will pass the House is low, primarily because even if it clears the Senate, it faces a Republican‑controlled House that has shown no signs of defecting in meaningful numbers — and the President would almost certainly veto it even if it did pass.
- The Senate vote was procedural only, not final.
- The measure advanced 50–47, with four GOP defections.
- Even supporters acknowledge that passing both chambers is unlikely.
- CNBC explicitly states the resolution has “little chance of becoming law” because it must
- pass a final Senate vote,
- pass the House, and
- overcome an almost certain Trump veto.
None of the reports provide a numeric probability, but the language is unambiguous: the House is the major roadblock, even before considering a veto.
Best estimate (non‑numerical, consistent with evidence)
Given the reporting and structural factors, the probability of House passage is low, likely well below 50%, and plausibly in the 10–25% range if we translate the qualitative language into a rough band.
Senate advances bill aimed at ending Iran war
msn.comUSD Index [DXY] Rallies But Remains Bearish and Short-Term 'Overbought'
The gap fill is now mature — and that’s bearish
You now have:
- A near‑complete fill of the April 7–8 gap
- A stall right at the upper boundary of the gap
- Stochastics > 87, crossing down from overbought
- A rising short‑term trendline that is too steep to be sustainable
This is classic counter‑trend exhaustion.
In a downtrend, gap fills are targets, not trend reversals.
Once hit, they often mark the end of the corrective rally and the start of the next impulse down.
Structure: still a confirmed bearish trend
Your chart shows:
- Lower highs
- Lower lows
- A broken neckline (100–100.40 zone)
- Price still below the major breakdown zone
- A rising wedge / rising channel that is corrective, not impulsive
Nothing about the current rally has invalidated the larger bearish structure.
The key trigger is now the rising trendline
The trendline from the May lows is the only thing holding the rally together.
If DXY breaks that line (currently ~98.90–99.00), the next leg down should begin immediately.
This aligns with the stochastic rollover and the gap‑fill exhaustion.
. Price objectives (bearish continuation)
These are unchanged from your prior measured‑move work — and now more likely.
Primary target (measured move from H&S): 87–88
This remains the dominant structural objective.
Intermediate targets
- 98.40 — first support
- 97.80 — key shelf
- 97.20 — prior pivot
- 95.50–96.00 — major support cluster
- 92–93 — macro support zone
These levels align with the descending channel and the measured‑move path.
What would flip this bullish?
Only one thing:
A daily close above 100.40 with follow‑through.
That would:
- Reclaim the neckline
- Break the descending channel
- Convert the gap fill into a base
- Create a higher high
Right now, DXY is not even close to doing that.
USO Target Price Reached - What's Next? Buy? Sell? Hold?
$USO Next target levels (ranked by probability)
Primary target: $168–$175
Why this zone:
- 1.272–1.382 Fibonacci extension of the December 2025 → April 2026 impulse
- Matches the upper boundary of the accelerated channel
- Consistent with WTI retesting $115–$120 (already seen in April)
This is the highest‑probability next stop if WTI holds above $100.
Secondary target: $188–$195
This requires:
- WTI pushing $125–$135 (Brent already hit $138)
- Continued Hormuz disruption (currently ongoing)
- SPR continuing to drain (also ongoing)
This is the “sustained crisis premium” scenario.
Extreme extension: $215–$225
This only happens if:
- Hormuz remains closed for months
- OPEC+ cohesion breaks further (UAE already left OPEC+ on May 1)
- U.S. shale fails to respond (current data suggests declining non‑OPEC production)
This is low probability but not fantasy — it’s tied to geopolitical persistence.
Reasons bulls still have control
- Supply shock is structural, not transient
- Backwardation is steep → USO benefits
- US inventories + SPR continue falling
- No diplomatic resolution yet
Reasons to expect volatility / pullbacks
- USO is up >100% YTD (parabolic)
- Any ceasefire or partial reopening of Hormuz triggers a fast correction
- USO’s futures roll can flip negative if curve normalizes.
Opinion (not advice)
Next target: $168–$175
Stretch target: $188–$195
Extreme tail: $215–$225
These levels are regime‑consistent with the current supply shock and the technical breakout above $152.
Bitcoin Consolidating Between 50-DMA & 200-DMA ... Break/Breakout Will Determine Next Trend
Bitcoin is testing its 50-day moving average. If it holds, it will probably rally and, once again, test its resistance line around its 200-day moving average. Will it break below support lines or breakout above resistance areas is yet to be determined.
Bitcoin's intermediate trend remains neutral with a slightly bullish bias. Long-term it remains bearish. Next few weeks will be the key to determine its next trend.
Silver remains superior to copper and irreplaceable in high‑performance, high‑reliability contacts and electronics.
What silver does in EVs (and why it’s hard to replace)
Silver is used in EVs because of its highest electrical conductivity and excellent corrosion resistance. It is critical in:
- Battery management systems
- Power electronics
- High‑reliability connectors
- Charging interfaces
- Sensors and control electronics
EVs use 25–50 grams of silver per vehicle, roughly 2× that of ICE vehicles.
Silver’s role is performance‑critical, not bulk‑critical.
Source: Grokpedia "Substitutes for silver in electric vehicles"
Can copper substitute for silver in EV components?
Yes — in bulk conductive roles
Copper is already the substitute and the standard for:
- Wiring
- Motors
- Busbars
- High‑current paths
Copper’s conductivity (5.96×10⁷ S/m) is close to silver’s (6.30×10⁷ S/m), making it a practical alternative for most electrical paths.
Partially — in some connectors and low‑voltage components
Copper can replace silver if engineered properly, but often requires:
- Larger cross‑sections
- Anti‑oxidation coatings
- Silver‑free fastening systems (e.g., eConnect bushings) that pierce oxide layers on copper/aluminum to match silver‑plated resistance levels .
No — in ultra‑high‑reliability, high‑frequency, or precision contacts
Silver remains superior because:
- It has the highest conductivity of any metal
- Silver tarnish (Ag₂S) remains conductive, while copper oxide is non‑conductive
- Even a 0.1% voltage drop can cause sensor errors in low‑voltage automotive systems.
Thus, silver is still required in:
- High‑precision connectors
- Sensor interfaces
- High‑frequency signal paths
- Some power electronics
These are small but critical applications.
Copper is a viable substitute for silver in EVs — but only in bulk roles.
It already dominates wiring, motors, and power distribution.
Copper oxide → resistance rise → heat buildup → thermal runaway
From your open tab:
- Copper oxidizes rapidly in humidity and heat (85°C / 85% RH tests show severe degradation)
- Copper oxide is non‑conductive, unlike silver sulfide
- As resistance rises, heat increases
- Heat accelerates oxidation → resistance rises further → positive feedback loop
This is the classic precursor to:
- Connector overheating
- Insulation melting
- Localized thermal runaway
- Electrical fires
Silver avoids this because its tarnish remains conductive, preventing runaway resistance.
Arcing and contact welding in high‑current EV components
Your tab notes that copper requires plating (tin, nickel, gold) to prevent oxidation, but even then:
- Plating can degrade under thermal cycling
- Exposed copper arcs more easily
- Arcing causes pitting, material transfer, and contact welding
In EVs, this is catastrophic in:
- Battery disconnect units
- High‑current relays
- DC fast‑charging connectors
A welded relay = battery cannot disconnect during a fault, which is a direct fire hazard.
Silver has lower arcing energy and maintains stable contact surfaces.
Electrochemical migration → short circuits
Your tab explicitly describes copper’s vulnerability to ion migration under humidity and bias:
- Copper ions dissolve and redeposit
- Dendrites form
- Dendrites bridge conductors → short circuit
This is a known ignition source in:
- BMS boards
- Inverters
- DC‑DC converters
Silver is far more resistant to electrochemical migration.
High‑frequency heating in radar/LiDAR circuits
Copper has higher RF losses than silver:
- Higher resistive heating at GHz frequencies
- More heat in small traces
ADAS radar modules sit near:
- Plastic housings
- Wiring bundles
- Thermal insulation
Excess RF heating can ignite nearby materials if a fault occurs.
Silver is the lowest‑loss RF conductor, preventing this.
Why copper substitution introduces fire hazards
| Failure Mode | Why Copper Causes Fire Risk | Why Silver Avoids It |
|---|---|---|
| Oxidation | Non‑conductive oxide → heat | Tarnish stays conductive |
| Arcing | Higher arc energy, pitting | Lower arc energy |
| Contact welding | Softens under heat | More stable under load |
| Ion migration | Dendrites → shorts | Highly resistant |
| RF heating | Higher losses → heat | Lowest RF loss |
| Thermal cycling | Expansion mismatch | Stable interfaces |
Bottom line: Copper is perfect for bulk power, but in precision, high‑current, or safety‑critical EV electronics, it introduces multiple fire‑hazard pathways that silver does not.
Silver remains essential in high‑performance, high‑reliability electronics.
These applications use small amounts but cannot be replaced without performance loss.
Long‑term trend:
- Copper use per EV will continue rising
- Silver use per EV will rise more slowly, but will not disappear
- Silver‑free connector technologies will reduce silver intensity, but not eliminate it.
How much silver is in an EV? (Cited)
Across three authoritative sources, the numbers converge tightly:
- Engineer Fix reports that “estimates typically range from 25 to 50 grams per vehicle”
- Gibraltar IRA states: “On average, an electric vehicle contains 25 to 50 grams of silver… Standard EVs: 25–30 g; luxury EVs: up to 50 g or more.”
- AxleWise (2026) confirms: “Between 25 and 50 grams of silver… hybrids use 18–34 grams.”
Consensus range:
25–50 grams of silver per EV
(≈0.8–1.6 troy ounces)
Why EVs use this much silver
Silver is used in:
- Battery management systems (BMS)
- High‑current relays and contactors
- Inverters and converters
- Onboard chargers
- ADAS sensors
- Infotainment and navigation systems
- Power steering and braking electronics
- Airbag deployment systems
These systems require high‑reliability, low‑resistance contacts, where silver’s unmatched conductivity and corrosion resistance are essential.
Breakdown by EV type
| EV Type | Typical Silver Content |
|---|---|
| Standard EV | 25–30 g |
| Luxury / high‑electronics EV | 40–50+ g |
| Plug‑in hybrid | 18–25 g |
| Hybrid | 18–34 g |
Musk slams Altman trial verdict as a 'technicality,' vows to appeal
cnbc.comTrump says it’s ‘not possible’ for Washington to fund Medicaid, Medicare: ‘We’re fighting wars.’ How to prepare as costs rise
msn.comUSD Index Starts Day Strong - But Failed to Fill-In Trading Gap = BEARISH
USD Index [DXY] failed gap fill is a bearish signal
When price rallies into a gap and fails to complete the fill, that is classic:
- Exhaustion (buyers ran out of momentum)
- Supply absorption failure (sellers stepped in early)
- Continuation of the dominant trend (which is down)
In a downtrend, a partial gap fill is often the last gasp before the next leg lower.
This aligns with your ongoing DXY regime:
- Lower highs
- Lower lows
- Breakdown from the neckline
- Momentum divergences still unresolved
Structure: DXY remains in a confirmed bearish channel
Across your prior analyses and the current price action:
- The descending channel remains intact
- Price rejected at the midline of the channel
- The gap rejection occurred exactly where sellers should appear in a bearish trend
This is textbook continuation behavior.
Key levels that now matter
Immediate resistance
- The unfilled gap top (April 7 high)
- The gap midpoint, which price failed to reclaim
- Channel midline
These now form a triple confluence ceiling.
Immediate support
- Recent swing low
- Channel lower boundary
- Measured‑move target zone (see below)
Measured‑move target remains valid
Your earlier measured move from the H&S breakdown projected $87–88.
Nothing in the recent price action invalidates that target.
In fact, the failed gap fill increases the probability that DXY resumes its path toward that zone.
Short-term outlook
Bearish bias unless DXY can:
- Reclaim the gap midpoint
- Close above the gap top
- Break the descending channel midline with follow‑through
Right now, none of those conditions are met.
Trump touted Palantir on Truth Social after buying the company's stock, records show
cnbc.comBig Tech companies face allegations of war crimes complicity amid Israel’s war in Gaza
business-humanrights.orgIndia restricts most silver imports to cut import bill, support rupee
FIAT CURRENCY MELTDOWN ALERT! ... First Casualty: INDIAN RUPEE
Crypto Firm Tether Buys 1-2 Tons of Gold Per Week
Tether has been a steady buyer of huge amounts of physical gold—bringing its total holdings to 132 tons, worth $19.8 billion at market value.
Goldman Sachs Predicts Surge in Central Bank Gold Purchases Amid Rising Inflation, ETBFSI
bfsi.economictimes.indiatimes.comThe billionaires telling other billionaires to pay higher taxes
msn.comTrump’s more than 3,700 trades astonish Wall Street insiders
Clearly, this raises the question of "insider trading." However, it would be nearly impossible to prosecute a sitting president for insider trading, even if evidence existed.
Treasury Buyers Get 5% Long Bond For First Time Since 2007
Long term bonds have not been this high since just before the "Great Recession of 2008."
USD Index [DXY] Looking Bullish While Reaching Towards Upside Gap
DXY Short-Term Bullish - Most likely sequence (60% probability):
- DXY pushes into 99.40–99.55 (gap fill)
- Momentum stalls
- A pullback to 98.90–99.00 trendline support
Medium‑Term Trend (6–12 months): Neutral
Why:
- Stochastics at 67–72 show momentum recovery, not exhaustion.
- Price is stabilizing in the high‑90s, which is a historical support zone.
- Weekly interval suggests a base‑building phase, not an active breakdown.
This is a neutralizing phase, not yet bullish.
5‑Year Chart Bias: Bearish
Why:
- DXY at 98.87 is far below the 2022–2023 highs (not shown on page but implied by the multi‑year interval).
- The last OHLC shown (103.86) is well above the current price, meaning the index has broken down from that level.
- Weekly structure is clearly lower‑highs → lower‑lows.
This is a long‑term downtrend.