Feels like the market just had a panic dump. If $SPY keeps sliding, it probably means risk appetite is fading and traders are selling everything. I'm nervous but not panicking yet.
Down 3.2% today—any data on breadth?
Buy the dip or wait for a bottom?
In semis, NVDA’s mix shift to AI chips is still outpacing AMD and INTC. If hyperscaler spend stays strong, NVDA’s pricing power and gross margin trajectory look durable, but supply constraints could cap near-term growth.
Seen this before; hype fades, patience pays.
I’m still holding NVDA from $350 and a small MSFT position. Today’s run felt like a relief after the selloffs; volume was light, so it might just be a bounce. Watching cash flow guidance and gross margins.
Does this mean cheaper treatment for patients?
Holding PFE; this nod looks positive for near term.
How does this broader indication change PFE’s long-term growth trajectory versus BAYT/BAYU, and what’s the near-term impact on margins and R&D spend?
Is this just a one-day pop or sustainable?
With rates still sticky and inflation wobbling, rallies like this feel fragile. If the Fed keeps hiking, I expect choppy seas ahead.
Watching SPY/IVV and QQQ correlations tighten again.
