Orders
Rate Of Return1. Fed/Warsh hawkish dot plot
Fed’s right to stay hawkish with sticky services inflation, but hiking into a 2026 slowdown risks overtightening. Watch jobless claims — cuts likely late 2026 if CPI cools.
2. SpaceX dip post-IPO run
Healthy pullback after +42% IPO pop and brief Amazon flip. Starship + Starlink moat still underpriced. I’d buy this dip if your horizon is 3+ years, not 3 weeks.
3. SG NODX + AI memory supercycle
UMS, AEM, Venture, Frencken actually benefit from chip equipment + precision mfg. Supercycle sustainable medium-term on HBM demand, but NODX is lumpy — take profits on spikes.
☕ [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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