MoonHMS
2026.06.18 08:43

The Warsh rate action is deemed more political than data dependency, my own opinion.

SpaceX valuation is crazy. I definitely won't buy on its dips. Knowing more about its IPO details won't help buying on dips.

AEM is the star performer for the AI chip demand. As always the case, it is no longer cheap to buy.

Longbridge - Hotspot
Hotspot

☕ [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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