Oct 13Liked by ππππ€ ππ¨π¬π‘π’, πππ ππ‘π
Great breakdown, Jack. Your daily market recap adds valuable context to the weekly trends. I'd emphasize the AI boom's broader impact though β it's not just about NVIDIA, but reshaping entire industries. Super Micro Computer's 15.10% surge is a prime example.
Don't overlook Chinese tech stocks like PDD Holdings. Despite recent dips, they're increasingly influential in U.S. markets. This ties into the Fed's inflation concerns β global tech trends could sway domestic economic indicators more than we realize.
I'd watch these AI and global tech dynamics closely. They might not show up in headline economic data, but they're driving significant capital flows. They may intersect with upcoming earnings reports and it could reveal unexpected market shifts.
Great breakdown, Jack. Your daily market recap adds valuable context to the weekly trends. I'd emphasize the AI boom's broader impact though β it's not just about NVIDIA, but reshaping entire industries. Super Micro Computer's 15.10% surge is a prime example.
Don't overlook Chinese tech stocks like PDD Holdings. Despite recent dips, they're increasingly influential in U.S. markets. This ties into the Fed's inflation concerns β global tech trends could sway domestic economic indicators more than we realize.
I'd watch these AI and global tech dynamics closely. They might not show up in headline economic data, but they're driving significant capital flows. They may intersect with upcoming earnings reports and it could reveal unexpected market shifts.