MHh
05-01 18:33

I am definitely more worried about FOMC. The next fed chair can lift the entire stock market or cause it to crash depending on how dovish or hawkish he is. This is independent of the performance of big tech. Of course, big tech has risen quite a fair bit and some corrections might happen.


If warsh doesn’t cut rates as the market expects, equities will definitely come under pressure. Afterall, the market has already priced in rate cuts as trump would like to see. The market has been trained to fed manipulating the performance of equities since Covid. 5 years is more than enough for conditioned behavior.


I think whatever pullback in the AI narrative will only be temporary. AI is for the future and use cases will expand exponentially which would create further pressure on demand.


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# S&P 500 Concludes Best Month! Shall We Sell In May?

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  • Adz5150
    ·05-02 06:23

    Yeah this is what I’m watching too. Feels like everything is fine until the Fed says otherwise… market seems pretty sensitive here.

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