For me, the biggest concern is whether $United States Oil Fund LP(USO)$ oil staying above $90 will create more persistent inflation pressure. If yields continue rising, tech and AI valuations could face more pressure, while companies like $Marvell Technology(MRVL)$ show that investors increasingly want AI demand to translate into real revenue and earnings.
I’m still cautiously bullish heading into September. I’d rather use market volatility to accumulate quality companies than chase short-term momentum. If oil and yields stabilize, I think the broader uptrend can continue. 📈
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- zookie·09-02 17:42TOPEIA draw was the bigger tell last week. With Iran risk still bid into crude, USO above 90 keeps the inflation scare alive and makes September way trickier for growth 📈1Report
- snixy·09-02 17:42TOPI care more about MRVL's custom silicon and optical share here. AI revenue was up hard, but legacy still needs to stop dragging for that premium to hold1Report