Shyon
06-09 22:35
I think the market is simply taking a breather after a strong rally. $Goldman Sachs(GS)$ Goldman’s bullish targets are supported by earnings growth, AI investment, and massive buybacks, but softer consumer spending and weaker employment data justify some short-term caution.

For Bitcoin, I don't think the pullback is only about Strategy selling. The bigger driver is liquidity expectations. If the Fed delays rate cuts, risk assets like Bitcoin could remain volatile. That's why I'm watching the upcoming payrolls report very closely.

My biggest concern is still oil. If Middle East tensions keep energy prices high, inflation could stay elevated and delay policy easing. Long term I'm still constructive on stocks, but I think investors shouldn't ignore this risk.

@Tiger_comments @TigerStars @TigerClub

Markets Stage V-Shaped Reversal: Did You Buy the Dip?
S&P 500 and Nasdaq reclaimed lost ground in a sharp V-shaped reversal the day after the selloff, fueled by an Israel-Iran ceasefire that sharply reduced geopolitical risk and a broad-based surge in chip stocks — with Jensen Huang urging investors to "buy the chip dip." Concerns linger, however, as some institutions warn that mega-IPOs like SpaceX could create leveraged downside risk for the Nasdaq 100, with specific chips flagged as most vulnerable. Sentiment flipped overnight from fear to greed — do you see this as a confirmed trend reversal, or another bear-market bounce trap?
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