Dbs is a safer, I believe it will continue to rise with the release of the earnings which is higher than forecasted.
September PPI landed a full point above forecast, and two big banks changed their rate calls. At home, September exports came in at double the forecast. Let's dig in 👇💬 With a December hike priced nea...
$Coreweave(CRWV.US)if the stocks listed drop 18% from before the CPI release, it’s my signal to buy in if the price is lower than the recent highs.
The AI bubble might soon be popping:
$Nebius(NBIS.US): -10.44%$Dell Tech(DELL.US): -8.67%$Applied Optoelectronics(AAOI.US): -8.62%$Coherent Corp.(COHR.US): -8.56%$Coreweave(CRWV.US): -8.09%$Lumentum(LITE.US): -7.99%$Super Micro Computer(SMCI.US): -7.50%$Sandisk(SNDK.US): -6.99%$Arista Networks(ANET.US): -6.92%$AMD(AMD.US): -5.54%$Marvell Tech(MRVL.US): -5.48%$NVIDIA(NVDA.US): -2.68%I am watching this too, waiting for the price to drop so that I can buy in!
📊 I’m watching TSMC’s Q3 earnings closely because they can give us clues about whether AI demand is still strong. If companies like Nvidia and other AI leaders continue spending heavily on chips, semiconductor stocks could benefit. However, hotter inflation and rising producer prices may keep interest rates higher for longer, putting pressure on growth stocks and long-term bonds. 🇺🇸 I’ll also watch US retail sales and jobless claims for signs of consumer strength and labour-market weakness. Strong data may support the economy but delay rate cuts, while weaker data could increase market volatility.@Captain's Watch
