I think the market is simply t

I think the market is simply taking a breather after a strong rally. $Goldman Sachs(GS)$ Goldman’s bullish targets are supported by earnings growth, AI investment, and massive buybacks, but softer consumer spending and weaker employment data justify some short-term caution.

For Bitcoin, I don't think the pullback is only about Strategy selling. The bigger driver is liquidity expectations. If the Fed delays rate cuts, risk assets like Bitcoin could remain volatile. That's why I'm watching the upcoming payrolls report very closely.

My biggest concern is still oil. If Middle East tensions keep energy prices high, inflation could stay elevated and delay policy easing. Long term I'm still constructive on stocks, but I think investors shouldn't ignore this risk.

@Tiger_comments @TigerStars @TigerClub

Rate Repricing and Memory Crash Slam Markets: Risk-Off Here?

Nasdaq plunged 3.29% and SOXL cratered 23%, caught in a double blow from Fed rate repricing and a memory sector meltdown. Yesterday's hawkish FOMC shockwaves linger. Another violent rebalancing in the "software-to-hardware, growth-to-value" rotation underway since last week, with even the strongest memory crowded trades beginning to unravel. As rate expectations and sector liquidation resonate, will you cut exposure across the board, or hunt for hard assets in the selloff?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

icycrystal
06-12
icycrystal
thanks for sharing
- Shyon:
  Thanks ya

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That's why I'm watching the upcoming payrolls report very closely.\nMy biggest concern is still oil. If Middle East tensions keep energy prices high, inflation could stay elevated and delay policy easing. Long term I'm still constructive on stocks, but I think investors shouldn't ignore this risk.\n<a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/9000000000000149\"> @</a><a href=\"https://ttm.financial/U/9000000000000149\">TigerStars</a><a href=\"https://ttm.financial/U/9000000000000149\"> </a><a href=\"https://ttm.financial/U/3527667671414981\"> @TigerClub </a><t-t type=\"img\" src=\"https://community-static.tradeup.com/news/ba1607f6244a33aef6ec5a85ac9238da\"></t-t></body></html>","htmlText":"<html><head></head><body>I think the market is simply taking a breather after a strong rally. <a href=\"https://ttm.financial/S/GS\"> $Goldman Sachs(GS)$ </a>Goldman’s bullish targets are supported by earnings growth, AI investment, and massive buybacks, but softer consumer spending and weaker employment data justify some short-term caution.\n\nFor Bitcoin, I don't think the pullback is only about Strategy selling. The bigger driver is liquidity expectations. If the Fed delays rate cuts, risk assets like Bitcoin could remain volatile. That's why I'm watching the upcoming payrolls report very closely.\nMy biggest concern is still oil. If Middle East tensions keep energy prices high, inflation could stay elevated and delay policy easing. Long term I'm still constructive on stocks, but I think investors shouldn't ignore this risk.\n<a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/9000000000000149\"> @</a><a href=\"https://ttm.financial/U/9000000000000149\">TigerStars</a><a href=\"https://ttm.financial/U/9000000000000149\"> </a><a href=\"https://ttm.financial/U/3527667671414981\"> @TigerClub </a><t-t type=\"img\" src=\"https://community-static.tradeup.com/news/ba1607f6244a33aef6ec5a85ac9238da\"></t-t></body></html>","text":"I think the market is simply taking a breather after a strong rally. $Goldman Sachs(GS)$ Goldman’s bullish targets are supported by earnings growth, AI investment, and massive buybacks, but softer consumer spending and weaker employment data justify some short-term caution. For Bitcoin, I don't think the pullback is only about Strategy selling. The bigger driver is liquidity expectations. If the Fed delays rate cuts, risk assets like Bitcoin could remain volatile. That's why I'm watching the upcoming payrolls report very closely. My biggest concern is still oil. If Middle East tensions keep energy prices high, inflation could stay elevated and delay policy easing. 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