UB-AIA @EC2611B

Yay! US has shown their intent and are telling the bond market not to have ideas as they will defend yields no matter what FUD the narratives are.

Modena stock not certain if its a pump and dump after the news and upside yesterday but generally if you want to invest in healthcare or even in the bio field can consider etf with Modena in it for long term investment. Do not all in money, DCA slowly and see if its temporary demand and expectations issues.

It was just a few days ago I mentioned the likelihood of yield curve control and that the US will not sacrifice the stock market at the expense of the bond vigilantes. There were the usual skeptics and rightly so because the textbooks teach you certain things. But the real world is not textbook and the more experienced ones out there will know what I mean. That’s why I keep stating that I am sharing my own opinions and not asking people to agree. 😎

Markets are increasingly differentiating between strong AI-related demand and funding or margin concerns. Semiconductor moves highlight shifting competitive dynamics in custom AI chips, while the Fed minutes reinforce uncertainty over the inflation path and potential policy tightening. Consumer results remain mixed, with resilient sales offset by cautious guidance. Nebius’ financing underscores the capital intensity of AI infrastructure and investors’ sensitivity to dilution and funding requirements.

During Fed chair Warsh's press conference after the Jul meeting, he repeated pointed to the elevated bond yields as a market driven tightening and hence Fed could fold their hands for the moment. However, Treasury secretary Bessent just served the tennis ball back when he announced yesterday that bond buy backs would be minimally doubled. Is Mr Bessent triggering the "test the new Fed chair" rite of passage?

177% soar… this sounds like a recipe for pullback… dyodd well

Modena's price hiking percentage overnight is the highest I have never seen. lol 😍 Amazing. hopefully I can choose such a stock right.