One earnings report wiped away two days of panic. Last night’s U.S. market left me a little stunned.

CoreWeave’s earnings didn’t disappoint, and the stock jumped 24.7% overnight. The AI computing sector bounced back across the board, and $AMD also rose 7.3%. The Nasdaq closed up 1.6%.

My take: this feels more like a sentiment-driven rebound than a new underlying trend. Concerns about rate hikes after the CPI report are still there. So I’m not chasing it—I’ll wait and see whether the gains hold tonight.

Do you think this is a real rebound, or just a breather after falling too far?

Just my personal opinion, not investment advice.
$QQQ #美股 #AI