Next week is really starting to feel like a “big showdown” 🔥
The Fed will most likely hold steady. Inflation came in hotter than expected last month, but officials said it “won’t affect the next meeting.” Don’t focus only on this one—the real fireworks could come from December’s wording. One sentence from Warsh could make the market rewrite the script 👀
On the U.S.-Iran front, Iran has sent a second signal that it wants peace, while Trump said oil prices would fall from their highs “after the war ends.” This drama may be nearing its finale, but talks could still go back and forth—don’t treat a resolution as a sure thing 🛢️
$AMZNB Oct. 29 earnings: There may be a seasonal pattern of lows from July to October, followed by a rise from November through January. The Christmas Q4 e-commerce rush could be a catalyst—but earnings need to hold up. The quality of the results will determine whether the seasonal boost materializes 📦
$DELL The Nvidia partnership and Trump’s children’s accounts are both generating plenty of buzz, lifting short-term sentiment. But AI servers offer strong revenue growth potential and limited margin upside, with Nvidia components taking the lion’s share. Don’t focus only on the positives 💻
$SPCX Strong earnings: revenue of $14.6 billion, up 161% year over year, and net income of $4.4 billion. The “big rocket” is attractively priced, has promising business prospects, and is closely tied to TRUMP. But that cuts both ways: a shift in power after the midterms could bring regulatory and investigative risks 🚀
In short: The big picture looks fine, but don’t chase individual stocks based on catalysts as if their effects are linear. The real opportunity is in the gap between expectations and reality after events play out 🥩#股票财报季
The Fed will most likely hold steady. Inflation came in hotter than expected last month, but officials said it “won’t affect the next meeting.” Don’t focus only on this one—the real fireworks could come from December’s wording. One sentence from Warsh could make the market rewrite the script 👀
On the U.S.-Iran front, Iran has sent a second signal that it wants peace, while Trump said oil prices would fall from their highs “after the war ends.” This drama may be nearing its finale, but talks could still go back and forth—don’t treat a resolution as a sure thing 🛢️
$AMZNB Oct. 29 earnings: There may be a seasonal pattern of lows from July to October, followed by a rise from November through January. The Christmas Q4 e-commerce rush could be a catalyst—but earnings need to hold up. The quality of the results will determine whether the seasonal boost materializes 📦
$DELL The Nvidia partnership and Trump’s children’s accounts are both generating plenty of buzz, lifting short-term sentiment. But AI servers offer strong revenue growth potential and limited margin upside, with Nvidia components taking the lion’s share. Don’t focus only on the positives 💻
$SPCX Strong earnings: revenue of $14.6 billion, up 161% year over year, and net income of $4.4 billion. The “big rocket” is attractively priced, has promising business prospects, and is closely tied to TRUMP. But that cuts both ways: a shift in power after the midterms could bring regulatory and investigative risks 🚀
In short: The big picture looks fine, but don’t chase individual stocks based on catalysts as if their effects are linear. The real opportunity is in the gap between expectations and reality after events play out 🥩#股票财报季
