Speaker: Ross Dong @Ross_Macro_Trading (Founder of Gongxing Academy, Partner at Morning Cloud Asset Management) Live Date: May 12, 2026 ( Review Link>>) @Ross Macro Trading 🎯 3 Key Takeaways Fed pivot is coming. Market underpricing aggressive rate cuts in H2; AI is a structural deflationary force. AI = hardware cycle. Memory & optics are in a supply-tight supercycle; software faces disruption. Rotate, don’t chase. Balance AI/Tech with neglected cyclicals (airlines, cruise lines) and gold. 🏛️ The 5 Strategic Pillars # Pillar Co
S&P ATH While Palantir -26% YTD: Where Is the Right Entry?
Palantir fell 4.4% on the same day the S&P 500 reached a new all-time high, extending its year-to-date decline to 26% in a divergence drawing widespread attention. The immediate catalyst was PPI wholesale inflation hitting its highest level since 2022, reigniting high-rate fears that compress valuations on high-multiple AI software names. The split between broad market strength and PLTR's persistent weakness is widening the gap between institutional and retail positioning. With the S&P at ATH and PLTR breaking down, do you see this as structural de-bubbling or a mispriced buying opportunity?
+ Follow
+13