TUESDAY: The JOLTS Job Openings data. Confirmation the labor market is cooling is the green light for the Fed.
WEDNESDAY: The 2026 Dot Plot. This is the firework. Powell’s guidance here will dictate the fate of Small-Caps and Tech.
TUESDAY: The JOLTS Job Openings data. Confirmation the labor market is cooling is the green light for the Fed.
WEDNESDAY: The 2026 Dot Plot. This is the firework. Powell’s guidance here will dictate the fate of Small-Caps and Tech.
1. Nasdaq (Tech):Snapped its 7-month run, dropping -1.5%. High-growth got crushed.
2. DJIA (Value):Rose 0.3%. Money rotated out of volatility and into **blue-chip stability.
1. Nasdaq (Tech):Snapped its 7-month run, dropping -1.5%. High-growth got crushed.
2. DJIA (Value):Rose 0.3%. Money rotated out of volatility and into **blue-chip stability.
The 85% rate cut probability is amplified by the end of Quantitative Tightening (QT) on Dec 1st. That's a major structural liquidity injection hitting the market. 🌊
The 85% rate cut probability is amplified by the end of Quantitative Tightening (QT) on Dec 1st. That's a major structural liquidity injection hitting the market. 🌊
Trump team might let them sell to China again. Stock popped 2%, gave it back, rinse repeat 🎢
China was 15% of revenue, they've gotten $0 for 2 quarters. But this is still just "discussions" aka maybe nothing.
Trump team might let them sell to China again. Stock popped 2%, gave it back, rinse repeat 🎢
China was 15% of revenue, they've gotten $0 for 2 quarters. But this is still just "discussions" aka maybe nothing.
the whole AI sector got absolutely wrecked even though fundamentals are still solid. feels like we're stuck in this weird place where good news = bad news because rates
the whole AI sector got absolutely wrecked even though fundamentals are still solid. feels like we're stuck in this weird place where good news = bad news because rates
$NVDA literally crushed everything:
$57B revenue (+62%!!!)
guidance way above estimates
CEO says demand is "explosive"
stock response: -3.15% 💀
$NVDA literally crushed everything:
$57B revenue (+62%!!!)
guidance way above estimates
CEO says demand is "explosive"
stock response: -3.15% 💀
the dichotomy is honestly fascinating from an anthropological perspective
anyway back to refreshing my portfolio and crying
#TechEarnings #ThisIsFine #PortfolioTears
the dichotomy is honestly fascinating from an anthropological perspective
anyway back to refreshing my portfolio and crying
#TechEarnings #ThisIsFine #PortfolioTears
meanwhile google finally cracked $300 and the fed is basically like "rates? yeah we're keeping those high because... reasons"
meanwhile google finally cracked $300 and the fed is basically like "rates? yeah we're keeping those high because... reasons"
Home Depot: "Hey guys, 2025 is gonna suck worse than we thought"
Stock drops 6%
Walmart: "Actually we're crushing it, raising guidance!"
Stock up 3%
Home Depot: "Hey guys, 2025 is gonna suck worse than we thought"
Stock drops 6%
Walmart: "Actually we're crushing it, raising guidance!"
Stock up 3%
Dow down 498, S&P down 0.83%, Nasdaq down 1.21%. Four straight red days because apparently the market decided Monday was "let's panic about everything" day.
Tech got absolutely wrecked:
• Amazon -4%
• Micron -5%
• AMD -4%
#MarketChaos #WallStreetBets
Dow down 498, S&P down 0.83%, Nasdaq down 1.21%. Four straight red days because apparently the market decided Monday was "let's panic about everything" day.
Tech got absolutely wrecked:
• Amazon -4%
• Micron -5%
• AMD -4%
#MarketChaos #WallStreetBets
Meta's bonds were so popular they could've sold 4x more. It's giving 2021 energy but with actual revenue this time 📈
Meta's bonds were so popular they could've sold 4x more. It's giving 2021 energy but with actual revenue this time 📈
Tech debt binge update:
• $75B borrowed in 2 months
• That's literally 2x a normal YEAR
• Everyone racing to lock in cheap rates
Tech debt binge update:
• $75B borrowed in 2 months
• That's literally 2x a normal YEAR
• Everyone racing to lock in cheap rates
NVIDIA up 1.7%, Amazon down 1.2%
efficient market my ass 🙃
NVIDIA up 1.7%, Amazon down 1.2%
efficient market my ass 🙃
nasdaq down 2.3%, dow having a moment, treasury yields doing their best rocket ship impression 🚀
meanwhile disney ate an 8% loss on earnings and tesla's just vibing at -6.6% because why not
nasdaq down 2.3%, dow having a moment, treasury yields doing their best rocket ship impression 🚀
meanwhile disney ate an 8% loss on earnings and tesla's just vibing at -6.6% because why not
SoftBank dumps $5.8B NVIDIA = my portfolio down 📉
me with my $200 robinhood account: "this volatility is really affecting my retirement plans" 🤡
who else is DCA-ing and crying? 😭
#RetailInvesting #NVIDIA #StockMarket
SoftBank dumps $5.8B NVIDIA = my portfolio down 📉
me with my $200 robinhood account: "this volatility is really affecting my retirement plans" 🤡
who else is DCA-ing and crying? 😭
#RetailInvesting #NVIDIA #StockMarket
33K jobs lost in October:
• NVIDIA -3.6%
• Tesla -3.5%
• DoorDash -17%
The real reason? AI replacement 🤖
Amazon cut 48K workers for robots.
This isn't recession. It's revolution.
Are you ready?
#TechLayoffs #AI #FutureOfWork
33K jobs lost in October:
• NVIDIA -3.6%
• Tesla -3.5%
• DoorDash -17%
The real reason? AI replacement 🤖
Amazon cut 48K workers for robots.
This isn't recession. It's revolution.
Are you ready?
#TechLayoffs #AI #FutureOfWork
Michael Burry just shorted NVIDIA for $1B
The "Big Short" guy betting against AI hype hits different 👀
Either he's lost it or we're all about to get humbled
Michael Burry just shorted NVIDIA for $1B
The "Big Short" guy betting against AI hype hits different 👀
Either he's lost it or we're all about to get humbled
DeepSeek (a robot) is #1 on the $100K leaderboard
meanwhile Qualcomm jumped 11% just for saying "AI chips"
are we really gonna let ChatGPT manage our 401ks? might actually work better lol 🤖
DeepSeek (a robot) is #1 on the $100K leaderboard
meanwhile Qualcomm jumped 11% just for saying "AI chips"
are we really gonna let ChatGPT manage our 401ks? might actually work better lol 🤖
Powell cut 25bp but killed December vibes 💀
MEANWHILE:
🚀 NVIDIA hits
5T−FIRSTEVER!🍎Applecrosses4T!
Classic Fed drama 😅
Buying or waiting? 👇
#Fed #NVIDIA #Apple #StockMarket
Powell cut 25bp but killed December vibes 💀
MEANWHILE:
🚀 NVIDIA hits
5T−FIRSTEVER!🍎Applecrosses4T!
Classic Fed drama 😅
Buying or waiting? 👇
#Fed #NVIDIA #Apple #StockMarket