MU 2X Long ETF

As oil prices keep increasing and macro concerns grow uncertainty in the market. Markets where stocks drastically increase might have slowed so risk reward to upside might be smaller compared to market consolidation in range or sharp movement drop. DCA slowly into stocks that you like and know will have high and positive cashflow. Not financial advice.

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Most US Stocks rise for Alphabet, Microsoft, Dow Jones, Nasdaq Composite Index, SK Hynix, Micron Tech, Coreweave, Nebius, Oracle, Vertiv.

Singapore stocks Straits Times Index and Sea show positive and CapLand IntCom T property income grew.

There is improvement for Hong Kong stocks Hang Seng Index and AAC Tech to increase.

The Feds stayed put which was pretty much expected and the market remained steady. If the market remains strong and dips get bought, we might see a nice rally into the year end.

Tech has rebounded quite strongly off its recent lows. Time will tell if that is the bottom and how the market pulls back from here will be a good indicator.

The divergence suggests markets are increasingly distinguishing between AI-driven revenue growth and the ability to translate that growth into sustainable financial returns. Going forward, cloud growth, capital expenditure, free cash flow and management guidance will be key indicators of whether heavy AI investment can justify elevated expectations.

I feel like a hike rake is bound to happen, it’s just a matter of the fed pushing it back. Happy to see AI stocks rebounding

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Source: Micron Tech

Goldman Sachs on HBM pricing: