TSMC US SDR 300to1

Wall Street's bounce reflects technical relief after an oversold chip wash, but Asia’s skepticism is justified given ongoing yield friction and macro uncertainty. Rebuilding high-conviction exposure in core hardware remains favored, yet tactical patience is required until broader regional liquidity stabilizes.

The fear of AI slowing monetary realisation is contagious and spreading rapidly throughout the global markets. The tech sell-off that we had experienced last week was just an early indication we should take note of. At this junction, the ongoing wars, high inflationary pressure, elevated oil price, Fed further rate hikes, higher financing costs, and upcoming US midterm elections, all summed up and induced uncertainty and volatility in the market. So be cautiously optimistic investing for coming months.

The ratio for AI CAPEX to Monetary Return is approximately 16 : 1 . So the chip rout that we had experienced last week is just an early sign. The following week earnings release must be in really good number in order to convince and calm down the market’s sentiments.

the so called black monday didnt really happen. US market rebounded after last friday sell off. so it is temporary excuse for people to offload. however last night action was kinda open high close low, thus market is very shaky or maybe cautious in other words.

The US markets rebounded last night but it needs to hold the lows and follow up for this to be a sustainable rally or even a bottom before new highs.

The rebound came in the US markets but it was predominantly in Tech and on narrow breadth overall. Looks like capital rotating again on a smaller level and market still undecided which way to go.

Asian markets are diverging from Wall Street, with South Korea’s KOSPI falling about 3% and Japan’s Nikkei declining 0.9%, suggesting regional caution despite recent US market movements. The Fed’s pre-meeting blackout limits fresh policy signals, while futures pricing a sub-20% probability of an October hike indicates expectations for relatively stable near-term rates.

Markets did not have a full green pump to maximum as after the pump there was a slow drop to closing hours. So I will remain bearish for now. If you like the fundamentals of the stocks or the sectors (etf) then slowly DCA to have a good sleep at night while remaining invested in the growth of the industry.

Black Monday didn't happen. Excited for the earnings season, especially the tech stocks. To get some guidance on the coming quarter and perhaps 2027 as well.

Asia market has not been following US market movement for awhile. and usually in opposite direction. with the demand still high for chips. it will continje to rally higher