$Netflix(NFLX.US) buyers spotted stepping into the $71C for 10/23, aggressively loading up with over $1.44M in premium.
What's on your mind?
- N
Hot September CPI data underscores sticky inflation, driving rate hike odds higher and triggering short-term yield spikes. High-multiple tech names face knee-jerk valuation compression, yet secular AI tailwinds remain intact—making selective dip-buying in oversold, high-conviction infrastructure leaders a compelling risk-reward play.
Featured☕️ [Task Coins Giveaway] Daily Market Talk — Hot CPI Doubles October Hike OddsSeptember CPI came in hotter than anyone wanted, and the market's odds of an October hike doubled within the hour. At home, the STI is down about a percent. Let's dig in 👇💬 With an October hike now cl...
- LLazyCat
NVIDIA Return Rate
Go Beyond!It's a rough day for the market today where Korea, Japan and Taiwan experienced severe correction. With the CPI came in hotter than expected, market bumped up the expectations on fed tightening and rate hikes. As the market has repeatedly been questioning the ROI of AI capex of late, the CPI figures meant higher discount rates to reduce the present value assigned to future earnings and it became a trigger or excuse for the sell down which could jolly well be an excuse to take profits and par down risks.
Featured☕️ [Task Coins Giveaway] Daily Market Talk — Hot CPI Doubles October Hike OddsSeptember CPI came in hotter than anyone wanted, and the market's odds of an October hike doubled within the hour. At home, the STI is down about a percent. Let's dig in 👇💬 With an October hike now cl...
- D

TSM Rev. improving, margins slightly pressured; AAPL China AI to launch in Dec. |Daily News Recap
1015 | Dolphin Research Focus: 🐬 Macro/Industry 1) US Sep CPI rose 3.7% YoY and core CPI rose 2.6% YoY, both beating estimates. Market-implied odds of an Oct hike briefly hit 50%, the USD touched an 18‑month high, and UST yields moved higher.
Sticky inflation undermined the 'pause' narrative. Waller's remarks before this week's Fed blackout are pivotal, with the probability of a Dec hike also reinforced. Valuation-sensitive growth stocks were first in the firing line...Today’s Key News Recap - NNewUser_zS0M8w
Nebius Return Rate
MicrosoftOctober Hike odds are back on as CPI came in hotter than expected and the markets certainly did not like that. Almost every major market started selling off last night and today, causing further pain for those holding stocks on the optical sector that has already been facing downwards pressure.
Featured☕️ [Task Coins Giveaway] Daily Market Talk — Hot CPI Doubles October Hike OddsSeptember CPI came in hotter than anyone wanted, and the market's odds of an October hike doubled within the hour. At home, the STI is down about a percent. Let's dig in 👇💬 With an October hike now cl...
- Ddingdongbell
Rate Of ReturnIt’s good to have a market purge and let the bears have their day. Because there are too many of them around and until they become bulls, up we go again!
Featured☕️ [Task Coins Giveaway] Daily Market Talk — Hot CPI Doubles October Hike OddsSeptember CPI came in hotter than anyone wanted, and the market's odds of an October hike doubled within the hour. At home, the STI is down about a percent. Let's dig in 👇💬 With an October hike now cl...
- W
Time to load up on high quality stocks. Buy in small tranches as it is not possible to time where are the lowest prices to buy. Long term AI theme as high growth drivers does not change with macro data like CPI. Business earnings still the most important criteria.
Featured☕️ [Task Coins Giveaway] Daily Market Talk — Hot CPI Doubles October Hike OddsSeptember CPI came in hotter than anyone wanted, and the market's odds of an October hike doubled within the hour. At home, the STI is down about a percent. Let's dig in 👇💬 With an October hike now cl...
- HHeroic Lifesaver
Total Assets
Rate Of ReturnHaha….CPI came in hot. As weird as this sounds, I believe this will allow the market to really shake out weak holders and set itself up for a year-end rally.
Featured☕️ [Task Coins Giveaway] Daily Market Talk — Hot CPI Doubles October Hike OddsSeptember CPI came in hotter than anyone wanted, and the market's odds of an October hike doubled within the hour. At home, the STI is down about a percent. Let's dig in 👇💬 With an October hike now cl...
- KKXN
Rate Of ReturnInflation came in hotter than expected. We still have PPI and Job Reports today, hoping for good news today and may the current volatility be short-lived l
Featured☕️ [Task Coins Giveaway] Daily Market Talk — Hot CPI Doubles October Hike OddsSeptember CPI came in hotter than anyone wanted, and the market's odds of an October hike doubled within the hour. At home, the STI is down about a percent. Let's dig in 👇💬 With an October hike now cl...
- TTheRaccoonAnalysis
Total Assets
Rate Of ReturnThe KOSPI sell-off highlights how quickly inflation and interest-rate concerns can trigger broader deleveraging, particularly in technology-heavy markets. The key near-term indicators are upcoming inflation data, Fed communications and whether Treasury yields resume rising. If inflation remains elevated, rate-sensitive equities may face further pressure; if yields stabilize and rate-hike expectations ease, markets could recover some losses. The outlook remains uncertain, with heightened volatility likely around the next Fed decision.
Featured☕️ [Task Coins Giveaway] Daily Market Talk — Hot CPI Doubles October Hike OddsSeptember CPI came in hotter than anyone wanted, and the market's odds of an October hike doubled within the hour. At home, the STI is down about a percent. Let's dig in 👇💬 With an October hike now cl...
