Shyon
10-28
I expect the Fed to hold rates at 3.75%–4.00% tonight. Inflation remains stubborn, but the cooling labor market gives the Fed reasons to wait. I will pay close attention to its guidance on December.

If another rate hike is signaled, I would not rush to buy the dip. Higher Treasury yields could pressure high-valuation tech stocks like $NVIDIA(NVDA)$ and $Tesla Motors(TSLA)$ . I prefer waiting for price stabilization rather than catching a falling knife.

I remain bullish on long-term AI and semiconductor growth, but discipline comes first. I would consider adding to my favorite stocks gradually while keeping cash ready for further pullbacks. If the market overreacts, it could create opportunities to accumulate quality companies at better prices. Stay patient, manage risk, and avoid FOMO. 🐯📈

@TigerStars @TigerClub @TigerEvents @Tiger_comments

Payrolls Meet an AI Policy Shock — What Reprices First?
The Nasdaq plunged 5.54%, QQQ 6.49%, and the S&P 500 4.36% Thursday as investors repriced AI data-center capex and regulatory risks after Democrats won control of Congress. Friday’s payrolls report is due at 21:30 Beijing time, with consensus near 60K versus 29K prior and unemployment at 4.2%. Bulls hope softer data eases rate pressure; bears warn strong data could lift yields. What will matter most for tech: payrolls, unemployment, or wage growth?
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

  • The White Knight
    10-29
    The White Knight
    If oil prices come right down, all inflation will be sorted out. Just need to strike a deal with Iran and Russia. Some big boys just doesn’t want it to happen and impact the whole world. Sigh
    • Shyon: 
      That's what we are waiting for long!
  • EC031
    10-29
    EC031
    Thank you for sharing this post! It is information and I enjoyed reading your post. Hope you will continue to share insightful information like this!
    • Shyon: 
      So motivated to see your comment
  • Emilian
    10-29
    Emilian
    Tesla's AI and autonomy angle still matters more long term, but waiting for the dust to settle first feels sane
    • Shyon: 
      Agree with you, need to be patient
  • wigglyz
    10-28
    wigglyz
    Tesla's AI and autonomy angle still matters more long term, but waiting for the dust to settle first feels sane
    • Shyon: 
      Thanks for leaving your comment
  • 1PC
    10-28
    1PC
    • Shyon: 
      Thanks for supporting ya 
  • SanL
    10-28
    SanL
    Thanks for the information.
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