I think the market is simply t

I think the market is simply taking a breather after a strong rally. $Goldman Sachs(GS)$ Goldman’s bullish targets are supported by earnings growth, AI investment, and massive buybacks, but softer consumer spending and weaker employment data justify some short-term caution.

For Bitcoin, I don't think the pullback is only about Strategy selling. The bigger driver is liquidity expectations. If the Fed delays rate cuts, risk assets like Bitcoin could remain volatile. That's why I'm watching the upcoming payrolls report very closely.

My biggest concern is still oil. If Middle East tensions keep energy prices high, inflation could stay elevated and delay policy easing. Long term I'm still constructive on stocks, but I think investors shouldn't ignore this risk.

@Tiger_comments @TigerStars @TigerClub

Hawkish Warsh Sparks Rate Hike Fears: Time to Cut Growth Exposure?

QQQ fell 1.01% as new Fed Chair Kevin Warsh delivered a more hawkish-than-expected debut FOMC appearance, holding rates steady but striking a firm tone. With real wages declining for two consecutive months and inflation re-accelerating, rate hike fears resurfaced, hitting high-multiple growth stocks hardest — META and MSFT led losses as capital rotated from tech into value for the second straight session. With 'higher for longer' becoming consensus, will you keep trimming growth and rotating to value, or bet on a swift Fed pivot?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

icycrystal
06-12
icycrystal
thanks for sharing
- Shyon:
  Thanks ya

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":573380759528560,"tweetId":"573380759528560","gmtCreate":1781015740152,"gmtModify":1781084074990,"author":{"id":3581734406950755,"idStr":"3581734406950755","authorId":3581734406950755,"authorIdStr":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","vip":2,"userType":2,"introduction":"🎓 Mechanical Engineer\n📦 SCM Certification\n📊 Technical Analysis\n🌏 Investor 🇺🇸🇸🇬🇲🇾🇭🇰 Tesla","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.06.18","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"}}],"wearingBadges":[],"fanSize":4564,"starInvestorFlag":true,"fullDisclosureFlag":false,"starInvestorFollowerNum":1262,"starInvestorOrderShareNum":121,"userFollowInvestorFlag":false,"orderNotificationFlag":false,"ror":133.35,"showRor":true,"investmentPhilosophy":"Technical trade lover! ","winRationPercentage":67.142857,"tradeVolumeEst":0},"themes":[{"themeId":"21b77238479740f99cdaa393def5ea54","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"Hawkish Warsh Sparks Rate Hike Fears: Time to Cut Growth Exposure?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":21b77238479740f99cdaa393def5ea54}&rnconfig={\"headerBarHidden\": true}","description":"QQQ fell 1.01% as new Fed Chair Kevin Warsh delivered a more hawkish-than-expected debut FOMC appearance, holding rates steady but striking a firm tone. With real wages declining for two consecutive months and inflation re-accelerating, rate hike fears resurfaced, hitting high-multiple growth stocks hardest — META and MSFT led losses as capital rotated from tech into value for the second straight session. With 'higher for longer' becoming consensus, will you keep trimming growth and rotating to value, or bet on a swift Fed pivot?","image":"https://community-static.tradeup.com/news/356031693f8af41ee538d1f2dc7ecc1f"}],"images":[{"img":"https://community-static.tradeup.com/news/ba1607f6244a33aef6ec5a85ac9238da"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/ba1607f6244a33aef6ec5a85ac9238da"}],"title":"","html":"<html><head></head><body>I think the market is simply taking a breather after a strong rally. <a href=\"https://ttm.financial/S/GS\"> $Goldman Sachs(GS)$ </a>Goldman’s bullish targets are supported by earnings growth, AI investment, and massive buybacks, but softer consumer spending and weaker employment data justify some short-term caution.\n\nFor Bitcoin, I don't think the pullback is only about Strategy selling. The bigger driver is liquidity expectations. If the Fed delays rate cuts, risk assets like Bitcoin could remain volatile. That's why I'm watching the upcoming payrolls report very closely.\nMy biggest concern is still oil. If Middle East tensions keep energy prices high, inflation could stay elevated and delay policy easing. Long term I'm still constructive on stocks, but I think investors shouldn't ignore this risk.\n<a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/9000000000000149\"> @</a><a href=\"https://ttm.financial/U/9000000000000149\">TigerStars</a><a href=\"https://ttm.financial/U/9000000000000149\"> </a><a href=\"https://ttm.financial/U/3527667671414981\"> @TigerClub </a><t-t type=\"img\" src=\"https://community-static.tradeup.com/news/ba1607f6244a33aef6ec5a85ac9238da\"></t-t></body></html>","htmlText":"<html><head></head><body>I think the market is simply taking a breather after a strong rally. <a href=\"https://ttm.financial/S/GS\"> $Goldman Sachs(GS)$ </a>Goldman’s bullish targets are supported by earnings growth, AI investment, and massive buybacks, but softer consumer spending and weaker employment data justify some short-term caution.\n\nFor Bitcoin, I don't think the pullback is only about Strategy selling. The bigger driver is liquidity expectations. If the Fed delays rate cuts, risk assets like Bitcoin could remain volatile. That's why I'm watching the upcoming payrolls report very closely.\nMy biggest concern is still oil. If Middle East tensions keep energy prices high, inflation could stay elevated and delay policy easing. Long term I'm still constructive on stocks, but I think investors shouldn't ignore this risk.\n<a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/9000000000000149\"> @</a><a href=\"https://ttm.financial/U/9000000000000149\">TigerStars</a><a href=\"https://ttm.financial/U/9000000000000149\"> </a><a href=\"https://ttm.financial/U/3527667671414981\"> @TigerClub </a><t-t type=\"img\" src=\"https://community-static.tradeup.com/news/ba1607f6244a33aef6ec5a85ac9238da\"></t-t></body></html>","text":"I think the market is simply taking a breather after a strong rally. $Goldman Sachs(GS)$ Goldman’s bullish targets are supported by earnings growth, AI investment, and massive buybacks, but softer consumer spending and weaker employment data justify some short-term caution. For Bitcoin, I don't think the pullback is only about Strategy selling. The bigger driver is liquidity expectations. If the Fed delays rate cuts, risk assets like Bitcoin could remain volatile. That's why I'm watching the upcoming payrolls report very closely. My biggest concern is still oil. If Middle East tensions keep energy prices high, inflation could stay elevated and delay policy easing. Long term I'm still constructive on stocks, but I think investors shouldn't ignore this risk. @Tiger_comments @TigerStars @TigerClub","highlighted":1,"essential":1,"paper":1,"likeSize":29,"commentSize":2,"repostSize":2,"favoriteSize":0,"link":"https://ttm.financial/post/573380759528560","repostId":0,"isVote":1,"tweetType":1,"viewCount":800,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["GS"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":685,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":574506721781432,"commentId":"574506721781432","gmtCreate":1781268836292,"gmtModify":1781268839736,"authorId":4132300740238052,"author":{"id":4132300740238052,"idStr":"4132300740238052","authorId":4132300740238052,"name":"icycrystal","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":573380759528560,"objectIdStr":"573380759528560","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"thanks for sharing","text":"thanks for sharing","html":"thanks for sharing","likeSize":1,"commentSize":1,"subComments":[{"id":574907078403248,"commentId":"574907078403248","gmtCreate":1781366567350,"gmtModify":1781366575337,"authorId":3581734406950755,"author":{"id":3581734406950755,"idStr":"3581734406950755","authorId":3581734406950755,"name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","vip":2,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLinkType":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","redirectLinkValidityFrom":1679961600000,"redirectLinkValidityTo":1996963200000,"hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.06.18","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"},"individualDisplaySort":1,"categoryType":2007,"isScarce":0,"effectEnabled":0,"wearingSort":0,"validityTo":"2026.07.18","validityToTimestamp":1784361629774}],"wearingBadges":[]},"repliedAuthorId":0,"objectId":573380759528560,"objectIdStr":"573380759528560","type":1,"supId":574506721781432,"supIdStr":"574506721781432","prevId":0,"prevIdStr":"0","content":"Thanks ya","text":"Thanks ya","html":"Thanks ya","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/573380759528560"}