KC

10.0853.21%

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Heroic Lifesaver

Total Assets

Rate Of Return

Jul 15 at 05:04 AM

Looks like inflation is cooling (at least on data) and more evidence that capital is being shunted into AI related spendings first which shows the urgency and scarcity of supply.

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Captain's Watch

☕️ [Task Coins Giveaway] Daily Market Talk — Cool CPI Lifts Chips, IBM Craters 25%

Inflation finally broke the market's way. June CPI cooled hard to 3.5%, the biggest monthly drop in six years, gutting July hike odds and sending chips flying. But it was a split tape: JPMorgan and Go...

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