Not surprised about MU staying flat althou they beat estimates. Neeed to watch out for non farm payrolls on fri. I wonder if it will trigger another meltdown 👀
Micron printed a record $54.2B quarter, guided to $61.5B, and the stock closed flat. A cooler PCE pushed October hike odds below a coin flip, but the 10-year still climbed above 5.2%. Let's dig in 👇💬 ...
I wouldn’t buy into Anthropic’s IPO yet since the company has such high net loss now, shall stay on the sidelines and see what happens.
Reuters got a first look at Anthropic's IPO prospectus: revenue up 12-fold, a $42 billion net loss, and a $2 trillion valuation target. Meanwhile Treasury yields hit fresh multi-decade highs and gold ...
Nooo VIX is at 16 already with so much uncertainty😔. It’s time to accumulate great stocks at lower prices 🎉🎉 ride through the volatility
A blowout US PMI pushed the 10-year Treasury yield through 5% to a 19-year high, lifting October hike odds to about 70% and ending the Nasdaq's record run. After the bell, Meta used Connect to push Mu...
Wow AMD hit the trillion dollar market cap for the first time! META is finally bullish too ~ definitely need to watch out whether the valuation is sustainable after the run up
Meta's Muse agent topped the US App Store last week, and Wall Street is reading that as one more sign AI agents may need real CPU power. Intel, AMD and Arm all rocketed Monday. Here's what moved marke...
Personally, I didn’t thought that the stocks fell that much (yet) after the rates announcement. I guess most people are bracing for further hikes too
The Fed delivered its first rate hike in three years: 25bp to 3.75%-4.00%, unanimous 12-0, with the dot plot pointing to at least one more hike this year. Trump said rates should be at 1% or lower. Le...
Haha hopefully no hike 🤭 or only 25 basis point hike. Anything more than that I think S&P will fall further 😔😔
At 2am tomorrow, markets get the moment they've been building toward all week: the Fed's rate decision. Ahead of it, a 20-year Treasury auction just set a record yield of 5.42%, breaking the 2023 high...
Many things happening now and the market is pricing in multiple events.
The recent comments by Sam Altman, Dario, Elon Musk for AI to “slowdown”, FOMC this week, inflation from Iran war and the bond yield rising.
Looks like we are in for a tumultuous time 😞
US core CPI ran hot at +0.3% MoM (vs 0.2% expected), pushing September rate-hike odds from 69% to nearly 90% — Goldman's chief economist flipped his own call to a hike. The 10-year yield hit 4.957%, i...
$DRAM 261009 48 Put(DRAM261009P48000.US)
I believe that memory still has strong demand for the long term set up. AI infrastructure and data centres are driving up the demand for memory while the industry remains relatively cyclical and supply sensitive. I want to accumulate shares of DRAM but at a lower price.
I sold a put option on DRAM at a lower strike price that I’ll be comfortable owning the shares at. Even if DRAM stays above my strike price, I will keep the premium. If DRAM drops below my strike price, I will be happy to collect the shares at a lower entry price.
I will focus not only on the premium I collect but whether the strike price reflects the price I am genuinely willing to own the ETF at 😄
Markets sharply repriced after Kevin Warsh’s Jackson Hole speech! 😱As he goes on Nasdaq turns green again! But seems like AI related stocks are still lagging. Feels like there will be alot of volatility but I’m cautiously bullish 🙏🙏
PCE at 3.7% beat expectations unexpectedly, pushing the probability of no rate hike in September from 35% to 66%. Since Walsh took office, forward guidance has been scrapped and the dot plot abolished...
