To The Moon

yes, it is a wait and see approach. rates are expected to be held steady. there should be no surprises for this!

Pick B. Hold rates steady - Time to wait and see.

#Fed Decides Early Thursday: Can the Tech Rally Hold? 🚀📉 The market is buzzing with anticipation as we head into Thursday’s crucial Federal Reserve decision. With interest rates widely expected to hold steady at 3.75%–4.00%, investors are shifting their focus away from the headline rate and toward the Fed's forward guidance. Tuesday's pre-decision momentum showed resilience, led by tech heavyweights: QQQ advanced 1.27%   SPY gained 0.56%   High-beta chips and custom compute outperformed across the board: AMD jumped 5.45%, Broadcom rallied 4.00%, and Nvidia added 0.90%.   🐂 The Bull Case: AI Demand & Earnings Strength Optimists argue that the ongoing tech rally has strong fundamental backing. Corporate earnings remain robust, and insatiable enterprise deman

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 firs

My Prediction: B — Hold Rates Steady. The Fed is likely to pause in October, but investors should not mistake a pause for victory over inflation. September CPI rose 3.7% year over year, while job creation slowed to just 29,000. Inflation remains too high, yet aggressive tightening could further weaken employment and economic growth. The real market-moving event may be Kevin Warsh’s press conference, not the rate decision itself. A hawkish message could push Treasury yields higher and pressure high-valuation stocks, particularly NVIDIA and Tesla. Conversely, a softer tone could extend the technology rally. My view: The Fed will hold at 3.75%–4.00%, while keeping another hike on the table. I would focus less on predicting the next move and more on whether inflation and bond yields continue r

Hold. No reason to move either direction

Kevin Warsh isn’t going to fight the market tonight and will hold. Let the Santa Claus Rally begin! 🧑‍🎄

Given current US economic data and the upcoming election, the Fed is expected to hold rates steady for now. However, a rate hike toward the end of the year remains highly likely.

B

A

On hold!

B no change

Hold the rates steady!

The Federal Reserve will announce its latest interest rate decision at 2 PM ET today (2 AM Thursday, SGT). Markets are pricing in roughly a 90% chance that the Fed will hold its benchmark rate steady at 3.75%–4.00%. But here's the catch: A pause in October doesn't mean the rate hikes are over. According to CME FedWatch, markets are pricing in a 92.8% chance that the Fed will leave rates unchanged at 3.75%–4.00%. A CNBC survey tells a similar story: 93% of respondents expect a pause this week, but 76% believe another rate hike is coming in December. Why is the Fed still under pressure? Inflation remains stubbornly high. The U.S. Consumer Price Index (CPI) rose 3.7% year over year in September, with rising energy costs adding to price pressures. Meanwhile, the labor market is losing momentu

The market is heading into another important test. On Tuesday, the Nasdaq 100 ETF (QQQ) gained 1.27%, while the S&P 500 ETF (SPY) rose 0.56% ahead of the Federal Reserve’s interest-rate decision. Semiconductor stocks led the advance, with AMD jumping 5.45%, Broadcom gaining 4.00%, and Nvidia climbing 0.90%. The rally suggests that investors are still willing to buy technology stocks despite concerns about elevated valuations and the direction of interest rates. However, one strong session does not necessarily mean the market has cleared its next hurdle. The key question is whether the Fed can provide enough reassurance on inflation and future policy to support another leg higher in technology stocks. 1. A rate hold may not be enough Markets largely expect the Fed to leave interest rate

QQQ rose as SoFi and Nebius gained more than 11 per cent The $Invesco QQQ(QQQ)$, which tracks the Nasdaq 100, gained 1.27 per cent on Tuesday, while the $S&P 500(.SPX)$ rose 0.60 per cent. $SoFi Technologies Inc.(SOFI)$ jumped 13.42 per cent, $NEBIUS(NBIS)$ gained 11.22 per cent and $CoreWeave, Inc.(CRWV)$ rose 7.94 per cent. $Advanced Micro Devices(AMD)$, $Broadcom(AVGO)$ and

The AI rally is gaining momentum just as the Federal Reserve prepares to make its next policy decision. On Tuesday, QQQ rose 1.27% and SPY gained 0.56%, with investors positioning ahead of the announcement. Semiconductors led the advance. AMD jumped 5.45%, Broadcom gained 4.00%, and Nvidia added 0.90%. The pattern suggests investors are still willing to pay for exposure to AI infrastructure, but the wider market remains more selective. The real question is whether earnings can justify the rally if interest rates stay higher for longer. 1. The market is rewarding AI spending — for now AMD and Broadcom have attracted attention as demand expands beyond traditional GPUs into custom AI accelerators and networking infrastructure. These businesses could benefit as cloud providers and AI developer

I’d favour QQQ for the best balance of earnings and rate support. Big Tech earnings remain relatively strong, while a neutral or dovish Fed would ease valuation pressure on growth stocks. Chip leaders like AMD, AVGO and NVDA offer greater upside if AI spending stays strong, but they are also more exposed to high valuations and rising yields. SPY is the safer choice if the Fed turns hawkish, but QQQ looks like the better middle ground between growth potential and diversification. My pick: QQQ, with selective exposure to chip leaders.

Core CPI: 2.6%. Core PCE, the Fed's own gauge: 3.0%. Core CPI over the last three months, annualised: 3.4%. Three "core" numbers, one rate decision. The gap between them is the story. It is not the headline number minus the funds rate. The Fed decides today (usually 2 PM ET, which is 1 AM Thursday in Bangkok, 2 AM in Singapore). I am not predicting the decision. I want to show how I read the debate. The method works on any inflation scare. 1) Which "real rate"? The funds midpoint is 3.875%. Subtract headline CPI (3.7%) and you get 0.2. Subtract core CPI (2.6%) and you get 1.3. That is just arithmetic. It hides a choice. The choice is the gauge. The Fed targets PCE, not CPI. Normally core PCE runs below core CPI. From 1990 to 2019 it did in 86% of months, by a median of 0.47 points (FRED da

$CoreWeave, Inc.(CRWV)$   $NVIDIA(NVDA)$   $Lumentum(LITE)$   Buying the names the market is selling even on good news. So from that perspective, we like the semicap guys still, we like (ASML). I mean, their last print they guided for Q4 sales to increase 22 to 30%. And they're expecting that their fiscal twenty-six EUV sales are gonna be 65, targeting 85 and 27, and still have this potential for 110 EUVs in 2028. And so that's what underpins their fiscal 26 sales outlook, which is somewhere between 44 and 45 billion for 36% year over year growth. And that'

QQQ rose as SoFi and Nebius gained more than 11 per cent The $Invesco QQQ(QQQ)$, which tracks the Nasdaq 100, gained 1.27 per cent on Tuesday, while the $S&P 500(.SPX)$ rose 0.60 per cent. $SoFi Technologies Inc.(SOFI)$ jumped 13.42 per cent, $NEBIUS(NBIS)$ gained 11.22 per cent and $CoreWeave, Inc.(CRWV)$ rose 7.94 per cent. $Advanced Micro Devices(AMD)$, $Broadcom(AVGO)$ and

The market is heading into another important test. On Tuesday, the Nasdaq 100 ETF (QQQ) gained 1.27%, while the S&P 500 ETF (SPY) rose 0.56% ahead of the Federal Reserve’s interest-rate decision. Semiconductor stocks led the advance, with AMD jumping 5.45%, Broadcom gaining 4.00%, and Nvidia climbing 0.90%. The rally suggests that investors are still willing to buy technology stocks despite concerns about elevated valuations and the direction of interest rates. However, one strong session does not necessarily mean the market has cleared its next hurdle. The key question is whether the Fed can provide enough reassurance on inflation and future policy to support another leg higher in technology stocks. 1. A rate hold may not be enough Markets largely expect the Fed to leave interest rate

#Fed Decides Early Thursday: Can the Tech Rally Hold? 🚀📉 The market is buzzing with anticipation as we head into Thursday’s crucial Federal Reserve decision. With interest rates widely expected to hold steady at 3.75%–4.00%, investors are shifting their focus away from the headline rate and toward the Fed's forward guidance. Tuesday's pre-decision momentum showed resilience, led by tech heavyweights: QQQ advanced 1.27%   SPY gained 0.56%   High-beta chips and custom compute outperformed across the board: AMD jumped 5.45%, Broadcom rallied 4.00%, and Nvidia added 0.90%.   🐂 The Bull Case: AI Demand & Earnings Strength Optimists argue that the ongoing tech rally has strong fundamental backing. Corporate earnings remain robust, and insatiable enterprise deman

Core CPI: 2.6%. Core PCE, the Fed's own gauge: 3.0%. Core CPI over the last three months, annualised: 3.4%. Three "core" numbers, one rate decision. The gap between them is the story. It is not the headline number minus the funds rate. The Fed decides today (usually 2 PM ET, which is 1 AM Thursday in Bangkok, 2 AM in Singapore). I am not predicting the decision. I want to show how I read the debate. The method works on any inflation scare. 1) Which "real rate"? The funds midpoint is 3.875%. Subtract headline CPI (3.7%) and you get 0.2. Subtract core CPI (2.6%) and you get 1.3. That is just arithmetic. It hides a choice. The choice is the gauge. The Fed targets PCE, not CPI. Normally core PCE runs below core CPI. From 1990 to 2019 it did in 86% of months, by a median of 0.47 points (FRED da

$CoreWeave, Inc.(CRWV)$   $NVIDIA(NVDA)$   $Lumentum(LITE)$   Buying the names the market is selling even on good news. So from that perspective, we like the semicap guys still, we like (ASML). I mean, their last print they guided for Q4 sales to increase 22 to 30%. And they're expecting that their fiscal twenty-six EUV sales are gonna be 65, targeting 85 and 27, and still have this potential for 110 EUVs in 2028. And so that's what underpins their fiscal 26 sales outlook, which is somewhere between 44 and 45 billion for 36% year over year growth. And that'

The AI rally is gaining momentum just as the Federal Reserve prepares to make its next policy decision. On Tuesday, QQQ rose 1.27% and SPY gained 0.56%, with investors positioning ahead of the announcement. Semiconductors led the advance. AMD jumped 5.45%, Broadcom gained 4.00%, and Nvidia added 0.90%. The pattern suggests investors are still willing to pay for exposure to AI infrastructure, but the wider market remains more selective. The real question is whether earnings can justify the rally if interest rates stay higher for longer. 1. The market is rewarding AI spending — for now AMD and Broadcom have attracted attention as demand expands beyond traditional GPUs into custom AI accelerators and networking infrastructure. These businesses could benefit as cloud providers and AI developer

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 firs

The Federal Reserve will announce its latest interest rate decision at 2 PM ET today (2 AM Thursday, SGT). Markets are pricing in roughly a 90% chance that the Fed will hold its benchmark rate steady at 3.75%–4.00%. But here's the catch: A pause in October doesn't mean the rate hikes are over. According to CME FedWatch, markets are pricing in a 92.8% chance that the Fed will leave rates unchanged at 3.75%–4.00%. A CNBC survey tells a similar story: 93% of respondents expect a pause this week, but 76% believe another rate hike is coming in December. Why is the Fed still under pressure? Inflation remains stubbornly high. The U.S. Consumer Price Index (CPI) rose 3.7% year over year in September, with rising energy costs adding to price pressures. Meanwhile, the labor market is losing momentu

My Prediction: B — Hold Rates Steady. The Fed is likely to pause in October, but investors should not mistake a pause for victory over inflation. September CPI rose 3.7% year over year, while job creation slowed to just 29,000. Inflation remains too high, yet aggressive tightening could further weaken employment and economic growth. The real market-moving event may be Kevin Warsh’s press conference, not the rate decision itself. A hawkish message could push Treasury yields higher and pressure high-valuation stocks, particularly NVIDIA and Tesla. Conversely, a softer tone could extend the technology rally. My view: The Fed will hold at 3.75%–4.00%, while keeping another hike on the table. I would focus less on predicting the next move and more on whether inflation and bond yields continue r

yes, it is a wait and see approach. rates are expected to be held steady. there should be no surprises for this!

Pick B. Hold rates steady - Time to wait and see.

Given current US economic data and the upcoming election, the Fed is expected to hold rates steady for now. However, a rate hike toward the end of the year remains highly likely.

Kevin Warsh isn’t going to fight the market tonight and will hold. Let the Santa Claus Rally begin! 🧑‍🎄

Hold. No reason to move either direction

Hold the rates steady!

B no change

On hold!

B

A

🌟🌟🌟The armour is polished, the war chests are full and the battle lines are drawn.  Anthropic has just dropped its highly anticipated public S-1 Filing.  The financial crusade to capture the tech world's crown is officially underway.   Who is Behind the Anthropic Crusade? To understand why Wall Street is going crazy over Anthropic, you have to look at its origins.  Anthropic was founded in 2021 by Dario and Daniela Amodei, a brother and sister duo who previously held top research leadership roles at OpenAI.   Dario and Daniela Amodei left OpenAI in a dramatic split, taking a core group of researchers with them because they fundamentally disagreed with OpenAI's increasingly commercial, fast and loose direction.   Anthropic was built to be a Publi