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Master Corgi : Good to buy now fundamentals still super strong
razo2 :
is not. you need to remember why we rally. the reason is because of the AI mania. Google cloud sector is showing a big sign of weakness.
if you had listened to the Q&A those questions were very specific to cloud and AI. if there is no customers in cloud who is buying AI?
Microsoft showed more strength in their cloud. but the last question that was brought up by an analyst (non main stream, he is after the dude from Morgan Stanley), he asked a very critical question on how many are big companies and SME using the cloud. she replied mostly SME. look at IWM. that will be your answer.
no one dare to asked the biggest elephant in the room. what is the effects of the high bond yields affecting their earnings.
光辉岁月888 : agreed. WS is the market maker-they decide. probably many bet calls before earnings
razo2 光辉岁月888:
unless they are playing 0dte. I doubt that is the case. any form of rally is mostly short booking gains and day traders.
if we continue this down trend with no buyers, MM will be forced into gamma squeeze on puts.
razo2 : for those that don't understand what is happening. look at the bond yields. if you think 5% is good, you might want to take a closer look what happens in 2007/2008. something will crack with those high interest rates at 7 to 8% market rate.
Andre88888888 : Same sentiments with oil hitting high again
OceansWave : Whatever the case is.. the market will be bearish whenever he comes online.. even if he does not raise interest rate for Sept.. he will still say we will need more data and we are dedicated to combat inflation.. he will let the analyst interpret.. which most likely majority of the analyst will say he is hawkish…it’s become a cycle since many months
razo2 OceansWave: I really wish he pause then oil will kill him for sure. he don't control inflation. inflation will take over. alot don't realise oil been going up since July when he paused rates. oil had gone up from 69 to 89.
razo2 财神到发啊: not before the banks collapsed first. got a few banks in trouble already.
MonkeyGee : well something smells fishy
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OceansWave : Yeah.. most of my expiring calls sold off yesterday… waiting for a good time to enter for next week