---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/40724455.md"
description: "These past two days have been all bad data. For short-term capital, this is purely a difficult choice. With this PPI and CPI data, the market will say it's good enough if Powell doesn't raise rates after taking office, let alone talk about rate cuts. The main thing is that the US and Iran still have an agreement to reach. It should be said thanks to China for giving him the opportunity to visit at this point in time (visiting China right when this data is released might be part of the plan). It just depends on whether the market expects his China trip to digest this major negative news tonight.I'm also one of those people stubbornly holding out hope, hoping for good news tomorrow during the day. We can't afford to fall out with Iran, and we definitely can't fall out with China, boss!$Sandisk(SNDK.US)$Micron Tech(MU.US)$Himax Tech(HIMX.US)$Western Digital(WDC.US)$Intel(INTC.US)$AMD(AMD.US)"
datetime: "2026-05-13T12:57:47.000Z"
locales:
  - [en](https://longbridge.com/en/topics/40724455.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/40724455.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/40724455.md)
author: "[万山红](https://longbridge.com/en/profiles/15423153.md)"
---

# These past two days have been all bad data. For sh…


### Related Stocks

- [MU.US](https://longbridge.com/en/quote/MU.US.md)
- [HIMX.US](https://longbridge.com/en/quote/HIMX.US.md)
- [WDC.US](https://longbridge.com/en/quote/WDC.US.md)

## Comments (10)

- **冲动是魔鬼 · 2026-05-13T13:14:52.000Z**: I think Waller will vote for an interest rate cut, it just depends on whether he can influence other voting members. This CPI increase and interest rates have nothing to do with an overheated economy; it's the combined effect of oil prices, land prices, storage costs, manufacturing reshoring, tariff
  - **万山红** (2026-05-13T13:29:08.000Z): Actually, I also think that no matter what, we need to find a reason to cut interest rates at least once this year.
  - **冲动是魔鬼** (2026-05-13T13:56:12.000Z): That's right, at least it can be lowered once, this expectation really isn't much.
- **四顾 · 2026-05-13T13:11:01.000Z**: Trading in the short term is tough 😣. I was happy before the market opened, then a major negative news hit. Luckily, it recovered a bit.
  - **万山红** (2026-05-13T13:29:33.000Z): Watch less, don't be afraid if it's not leveraged; if you've used leverage, just let it go to feel more at ease.
- **稳住心态才能赚大钱 · 2026-05-13T13:05:43.000Z**: I believe Trump can choose this time, bring so many big shots to visit China, he must be sincere and determined to get a deal done no matter what.
  - **万山红** (2026-05-13T13:09:18.000Z): I also believe this a little, so I said even if Nasdaq is going to crash, it has to wait until NVIDIA's earnings report is out.
  - **稳住心态才能赚大钱** (2026-05-13T13:11:42.000Z): As long as NVIDIA's capital expenditure doesn't decrease in its earnings report, if it dares to fall, I dare to go all in🤣
  - **万山红** (2026-05-13T13:28:44.000Z): Well, but his expenses should be okay, mainly it's about order backlog and depreciation rate.