Posteo

#NFPBlowout172K When you think the liquidity drain and the plunge in the US stock market are because Elon Musk is planning the world's largest IPO, then you're wrong. Broadcom's earnings report missed expectations. Broadcom expected 17.2 billion but the actual guidance was only 16 billion. Think about it: why did the earnings guidance drop? They operate on a major client model. They mainly rely on Google. But Google's future hardware won't be limited to just Broadcom. So this is also the downside of To B business—starting with Google and ending with Google. To B business is too restricted by upstream, limited by the client. So what's the second reason for the US stock market decline? SpaceX's IPO is expected to be valued at 1.8 trillion with market financing needing 75 billion USD—this is the world's largest IPO company. Do you think this affects the currently hottest AI industry? Money doesn't just appear out of nowhere; the money in the market is limited. If you want to enter one place, you must come out of another. ‼️ The main trigger is the current US employment data. The employment data is too good; the market will not cut interest rates but will instead raise them. And the result of rate hikes, I believe everyone should know? I'll leave that for you to think about... (If interested, I'll explain in the next live broadcast) But all these are just appearances. You should know about data falsification and unexpected data drops, right? And all of this is a vicious cycle, one link after another. When looking at data, you must see the whole picture and reason it out, understand? Not just look at one CPI or one non-farm payroll and take the numbers at face value $BTC $ETH $ZEC