this is just a beta selloff for $MU and $SNDK -- there is a @vector__news story out that explains plainly why $META is not going to be renting out cloud compute anytime soon. if the market was taking this seriously $NVDA would be -10% to -20%, recommend buying momentum
@FCB__Win@_samnic_@DrRitzyy obviously. Other than the sample size many have pointed out (38v8gms), odds in club football is even more tilted towards big clubs
Kevin Warsh took out the long tail risk of Fed losing credibility.
Short term slightly dovish as no hike today admit higher than ideal inflation.
Medium term hawkish as he think inflation is a choice, and did not move on 2% target.