The AI bubble might soon be popping:
$Nebius(NBIS.US): -10.44%$Dell Tech(DELL.US): -8.67%$Applied Optoelectronics(AAOI.US): -8.62%$Coherent Corp.(COHR.US): -8.56%$Coreweave(CRWV.US): -8.09%$Lumentum(LITE.US): -7.99%$Super Micro Computer(SMCI.US): -7.50%$Sandisk(SNDK.US): -6.99%$Arista Networks(ANET.US): -6.92%$AMD(AMD.US): -5.54%$Marvell Tech(MRVL.US): -5.48%$NVIDIA(NVDA.US): -2.68%
Direxion Daily MRVL Bull 2X ETF
MRVU----
Direxion Daily MRVL Bull 2X ETF (MRVU)
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Hot September CPI data underscores sticky inflation, driving rate hike odds higher and triggering short-term yield spikes. High-multiple tech names face knee-jerk valuation compression, yet secular AI tailwinds remain intact—making selective dip-buying in oversold, high-conviction infrastructure leaders a compelling risk-reward play.
Featured☕️ [Task Coins Giveaway] Daily Market Talk — Hot CPI Doubles October Hike OddsSeptember CPI came in hotter than anyone wanted, and the market's odds of an October hike doubled within the hour. At home, the STI is down about a percent. Let's dig in 👇💬 With an October hike now cl...
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It's a rough day for the market today where Korea, Japan and Taiwan experienced severe correction. With the CPI came in hotter than expected, market bumped up the expectations on fed tightening and rate hikes. As the market has repeatedly been questioning the ROI of AI capex of late, the CPI figures meant higher discount rates to reduce the present value assigned to future earnings and it became a trigger or excuse for the sell down which could jolly well be an excuse to take profits and par down risks.
Featured☕️ [Task Coins Giveaway] Daily Market Talk — Hot CPI Doubles October Hike OddsSeptember CPI came in hotter than anyone wanted, and the market's odds of an October hike doubled within the hour. At home, the STI is down about a percent. Let's dig in 👇💬 With an October hike now cl...
