INTC with just god awful earnings...yikes
Yup, market thinks they are going to pivot and that's not the case. He's going the Volcker route. Insane consumer inflation expectations are so low already. And people are buying homes again. clown world lolPowell is not going down as Arthur Burns. He believes that if they hit a crisis because they have raised rates too much they can respond as they did with Covid. There is no "pivot" in this man.
AMD meh . Flat double beat with shrinking margins . Will be interesting to see if this small move AH holds
Data Center was great, but pc was very bad as expected. Lisa said she expects a recovery 2nd half in that space. 16% yoy growth with a very tough comp is solid. It's still my biggest individual holding from now low $60's avg.
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Yeah my puts are toast . Expire next Friday but still wrecked . My only hope is a Hawkish Powell today to send the market to hell
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Powell doesn’t want the stock market up so I expect fairly hawkish Q/A. But, they are going to be nearing 5% ffr and they need to pause.No way Powell is Dovish today. Especially after the jolts report.