Still bullish overall. JH and -To The Moon - Tiger Brokers Online Investing Community - To The Moon

Still bullish overall. JH and MZ continues to push the AI and chip narrative.

CPI Rises to 3.7% — Will the Tech Selloff Deepen?

QQQ fell 1.97% and the S&P 500 dropped 1.11% after September CPI rose 3.7% year over year, above expectations. Higher-rate fears and AI-sector deleveraging hit QQQ particularly hard due to its tech-heavy composition and lack of bank exposure. Bulls see resilient earnings as a cushion, while bears warn that persistent inflation threatens rate cuts and tech valuations. Should investors hold QQQ, rotate into value sectors, or reduce exposure?

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Comments

KevinKelly
09-19
KevinKelly
Bullish narrative aside, this price already bakes in a lot. If next quarter guidance is only in line, I think the market punishes it fast
happygo
09-19
happygo
TSM capacity being booked out into next year is the bigger tell. AI capex still looks early

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