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Is The Stock Market About To Get Worse? (Don't Panic!)

Sep 10, 2026

The creator discusses the recent PPI data coming in higher than expected, increasing the probability of a Federal Reserve interest rate hike. This is seen as bearish for the market, especially for AI-related companies that rely on debt financing. The creator also mentions that some traders shorted SanDisk and other semiconductor stocks, but advises against shorting if the market isn't showing continuation to the downside. A potential $5,000 dividend check from Trump is discussed as a political move rather than a sound economic policy. The upcoming CPI report is highlighted as a significant event, with rising Treasury yields making mortgages more expensive.

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Some traders in the LPP team shorted SanDisk and other semiconductor stocks, with some seeing significant gains.

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