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Tom Lee: Core PCE inflation could drop by as much as 40 basis points on September 30 due to a change in how it’s calculated😳
The Fed just hiked rates, and now its favorite inflation gauge could be revised significantly LOWER.
Extremely bullish for stocks!
@smartertrader BANK OF KOREA 🇰🇷 HIKES RATES TO 3.00%
South Korea’s central bank raised rates by 25 bps for a second straight meeting, its first back-to-back hikes since the COVID era.
The BOK also raised its 2026 GDP growth forecast to 3.3% from 2.6%.
All eyes on $NVDA this week
They have earnings Thursday and just announced price increases
Here is every upcoming catalyst that could effect $NVDA stock 👇🏼
I'm only going to say this once.
If you're under 40, this dip in Photnics stocks are generational opportunity to buy great companies at a discount
$LAZR – Photonics ETF exposure to LITE , Anthropic , AXTI
$LITE — Makes lasers and optical components connecting AI data centers.
$AAOI — Makes optical transceivers and lasers for hyperscale AI data centers.
$CRDO — Makes high-speed cables and connectivity chips linking AI servers.
$MRVL — Designs networking and custom chips powering AI data-center infrastructure.
$AEHR — Makes equipment that tests and stress-tests semiconductor chips and wafers.
$AXTI — Makes specialized semiconductor wafers used for lasers and optical chips.
$LYTE photonics ETF exposure to LITE CIENA COHR