SpaceX
Traded ValueFed's hawkish stance seems justified with inflation still sticky, though keeping rates high for too long could eventually weigh on growth.
SpaceX's pullback looks like healthy profit-taking after a strong IPO run, and I would view dips as potential accumulation opportunities.
Singapore's export boom reinforces the strength of the AI cycle, with Singtel, ST Engineering and other tech-linked names likely benefiting as long as hyperscaler AI spending remains strong.
☕ [Task Coins Giveaway] Daily Market Talk — Warsh's First Meeting, Markets Didn't Like It
Warsh's first Fed meeting flipped expectations hawkish — S&P -1.2%, Nasdaq -1.3%. SpaceX had its first down day post-IPO, Apple's warning on iPhone price hikes, and SG exports hit a 20-year high. Let'...
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