Sad. I underestimated NVIDIA’s momentum and the strength of the post-earnings breakout.
No print in this market carries more than $NVIDIA(NVDA.US): a US$5.07 trillion company reporting into its longest losing streak since 2022, with the whole AI stack repriced behind it. In three days th...
+1I think the market could stay volatile, but I’m cautiously bullish. If Warsh avoids a hawkish surprise and signals flexibility on rates, yields could ease and support tech and semiconductors. However, if inflation remains the priority, a hawkish tone could trigger a sharp risk-off move. The key is whether his comments change expectations for September.
PCE at 3.7% beat expectations unexpectedly, pushing the probability of no rate hike in September from 35% to 66%. Since Walsh took office, forward guidance has been scrapped and the dot plot abolished...
Time to rotate back to defensive stocks.
Happy Labour Day
$MINIMAX-W(00100.HK)how low will it goes?
