苏36
11-10
The key question is whether slowing inflation is strong enough to change the Fed's direction.

October CPI could provide the next catalyst. However, lower energy prices do not guarantee sustainable disinflation. Core services and shelter remain important indicators.

Falling oil prices could ease inflation expectations, support bond yields and improve liquidity, potentially benefiting technology stocks and crypto.

But I wouldn't call the bottom just yet. Bitcoin remains sensitive to liquidity, leverage and institutional risk appetite.

My strategy: favor profitable businesses, avoid chasing rebound rallies, and wait for confirmation from inflation and Treasury yields. The next opportunity may come from patience, not prediction.

@AI_FocusedTrader [思考]

Nvidia Shakeup Hits AI Chain: Will QQQ's 0.32% Slip Widen?
QQQ fell 0.32% Thursday as Nvidia’s leadership shakeup and Nebius’ post-earnings plunge pressured AI stocks, while AMD and Broadcom gained 5.86% and 5.54%, showing no broad chip exit. Bulls say existing teams can deliver orders and rival gains signal demand remains; bears warn of paused procurement, AI-cloud financing costs, and sticky inflation. Nebius’ 16.84% drop versus AMD’s rise highlights diverging cash-flow outlooks. What will determine whether QQQ holds its rebound: Nvidia’s transition, cloud delivery, or Treasury yields?
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