This hot CPI print Bullish for META, AMZN,GOOG, MSF, NVDA, AAPL
This hot CPI print is pushing the 10-year yield over 4.5%, which is not good for risk-on names -- I think we might start seeing a rotation back into tech names that are generating significant cash flow.
Bullish for $Meta Platforms, Inc.(META)$ $Amazon.com(AMZN)$ $Microsoft(MSFT)$ $Alphabet(GOOG)$ $Apple(AAPL)$ $NVIDIA Corp(NVDA)$
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- Ken1911·04-12Good opportunityLikeReport
- Iykyk·04-10Nice. QqqLikeReport