Shyon
09-21
For me, the high-beta rally is interesting because it shows risk appetite is returning, but I would not read too much into one strong session. $Coinbase Global, Inc.(COIN)$ , $MicroStrategy(MSTR)$ and $Robinhood(HOOD)$ are heavily influenced by crypto sentiment, while $Advanced Micro Devices(AMD)$ , AMAT, NVDA and $Palantir Technologies Inc.(PLTR)$ give us a broader view of growth and AI appetite.

I would choose B: wait for confirmation. I prefer to see the recovery spread across more sectors, with stronger volume and sustained momentum, rather than chasing a sharp one-day move. My approach is still to collect quality names gradually on pullbacks.

As an investor, I see high-beta rallies as an opportunity to review my watchlist, not a signal to go all in. The market can move fast in both directions, so I would rather stay patient, manage my position sizes and let the trend confirm itself.

@Tiger_comments @TigerStars @TigerClub @Tiger_SG @TigerEvents

Two Rounds of Treasury Buybacks, and Long-End Yields Still Hit a New High?
The Treasury bought 20- to 30-year debt again Wednesday, capped at $6B — second round in two weeks; the first filled only $5.2B. The bid came, yields didn't fall: the 10-year closed at 5.11%, up 15bp and the highest since 2007, as was the 30-year. October Fed hike odds hit 69.7%. Stocks fell: Nasdaq -1.13% to 26,936.04, erasing Tuesday's record; QQQ -0.84% to $741.21; S&P 500 -0.75% to 7,706.03; Dow -0.68% to 51,511.59. Bulls say firm data, not weak demand, is lifting yields; bears say two buybacks and a new high prove the bid can't absorb supply. At what yield do you redo the math on stocks?
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Comments

  • zaza10
    09-21 19:33
    zaza10
    Breadth still matters more to me than one green day lol. If advancers keep widening and rotation stops flipping every hour, then this rally has legs
    • Shyon: 
      Thanks for sharing your insights.
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