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D
dingdongbellRate Of Return

1 day ago, 06:22 AM

When sentiments are bearish with so many narratives from oil to yields, etc., not putting a dent in the market while the bears keep blabbering, it reminds me that markets top on euphoria. Doesn’t look euphoric to me when there are so many bears around!

C
Captain's Watch
☕️ [Task Coins Giveaway] Daily Market Talk — Akamai Jumps 21% on Anthropic

Anthropic's $11.6B compute deal sent Akamai up ~21% after hours, even as the 30-year yield hit a 2004 high of 5.5% and Williams called another hike "reasonable" — AI keeps spending while money gets pricier.

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