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Linda Tang
@LindaTangUSA
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swing trader. NOT FINANCIAL ADVICE! I don’t do DMs
California, USA
Joined May 2016
next week major event: CPI Wed. PPI Thursday retail sales Friday. just did some charting. oh boy. I see CPI is going to have some pain for the market. 2years is the most sensitive to inflation data, now is forming a bull flag, daily reversal, weekly hangman. It wants to go up. dollar wants to go up from here. oil and CPI look like want to go up as well.
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There are so many different takes on the DeepSeek's impact to American AI companies. Most people do not disagree on is that dollar per token computing cost has decreased. If that's the case, there will be at least 1 of the 2 things will happen at the near future: 1. NVDA 's profit margin will drop. 2. NVDA 's revenue will drop.
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It was very interesting comment from Trump about the U.S. actually does not owe that much debt as he previously thought. That's like someone maxed out their credit card spending limit and then says to a new lender: I actually don't owe that much debt as i previously thought. Well, price action at the bond market does not lie :)
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