Chrishust
09-03

Interest rates are forecast to increase in the United States of America which is forecast to reduce economic activity and increase demand for $Gold.com(GOLD)$   $Grayscale Bitcoin Mini Trust(BTC)$   and other inflation proof assets including $PropertyGuru Group Limited(PGRU)$  

Nasdaq Hits Record High — Which Chip Stocks Are Being Left Behind?
The Nasdaq Composite closed at a record and chips ran a fifth straight session, but the winners changed hands. Arm +17.16% to $322.90, Intel +12.14% to $121.78, AMD +9.95% to $615.52 - while Nvidia added 2.30% to $227.38 and Broadcom 1.60% to $362.66. QQQ closed at $741.47, the S&P 500 +1.49% to 7,764.70. The read is that Meta's Muse assistant points agentic AI toward CPUs and general-purpose compute, not stacked GPUs; Arm's CEO called demand off the charts. Oil and yields both fell, which usually lifts the longest-duration names. Those are the two that finished last. Rotation, or a headline?
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

  • blinxz
    09-03
    blinxz
    Not all inflation hedges move together though. Gold can catch a bid, but property names usually feel higher rates first
Leave a comment
1
1