Look, bro, today’s market was a bit mixed. First, that Fed-related story — Waller hinted that rates could stay on hold in September. After that news, stocks moved a little higher and yields came down. He said to "give disinflation a chance" — meaning, wait a bit longer for now. But on the other hand, solid jobs data came in, so Wall Street closed lower. Hawkish Fed bets have increased. So overall sentiment is confused — on one side Waller’s hold signal, on the other side strong jobs data. Now about Ciena — earnings beat, but guidance was in line, so the stock fell 10%. Arista was a bit up. Classic case of "good news but not good enough." And there’s a new twist on Tesla — the Trump administration has opened a probe into its self-driving Cybercab. Details are still limited, but this could send some signal for the EV and autonomous driving space. Watch out. My simple take — the Fed’s next move isn’t clear. Jobs data is strong, so there’s a risk inflation could come back. Waller gave a soft tone, but the market didn’t get that confidence. What do you all think — will the Fed hold in September or cut?

⚠️ Personal analysis, not financial advice.

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Disclaimer: My personal analysis, not financial advice. DYOR.