To The Moon

While the broader market held its ground, the software sector didn't just leak—it hemorrhaged. $Palantir Technologies Inc.(PLTR)$ , $Salesforce.com(CRM)$ and $AppLovin Corporation(APP)$ all tumbled in a move that signals a massive shift in market structure.What’s happening?OpenAI & Anthropic threats software againTwo major announcements acted as the "last straw" for investors yesterday:OpenAI’s Revenue Pivot: CRO Diane Drexel revealed that enterprise business now accounts for over 40% of OpenAI’s revenue, on track to match consumer revenue by year-end. With Codex hitting 3 million weekly active users, the message is clear: the AI giants are eating the lunch of

Is the Fed DONE cutting rates? Your AI stocks could be in for a MAJOR reset in 2026. Let’s break down the REAL risk no one’s warning you about. $标普500波动率指数(VIX)$ $ARK Innovation ETF(ARKK)$ The Federal Reserve’s March meeting has concluded, and interest rates stayed exactly where they were. What disappointed markets even more: policymakers signaled just one possible rate cut this year—and maybe another in 2027. Inflation fears fueled by Middle East tensions are forcing the world’s most powerful central bank to rethink its policy path. The 10-year U.S. Treasury yield climbed steadily through March, making it clear traders no longer expect easy monetary policy anytime soon. What does this mean for the AI stoc