Oracle is expected to benefit from the next phase, despite being flat after recent earnings.
Source Post
PREPARE FOR 3 RATE HIKES | Why I'm Buying.
Sep 11, 2026
The creator discusses the implications of a hot CPI report, potential rate hikes by the Federal Reserve, and the current market sentiment. They believe the market has largely priced in the worst-case scenarios regarding inflation and rate hikes, suggesting potential upside if events are not as severe as feared. The discussion touches on the AI capex buildout and potential recession indicators, but currently sees no immediate signs of a downturn.
Linked Mentions
Tickers discussed in this post
Apple is expected to be a significant beneficiary of the anticipated market bottom and economic recovery.
Broadcom is identified as a key beneficiary of the anticipated tech market breakout and favorable cycle phase for hardware.
Nvidia is expected to benefit from a potential tech market breakout and a cycle phase where hardware has become too cheap.
The creator mentions a rumor that Leo is buying call options in Coreweave, interpreting it as a potentially bearish signal.
The creator mentions a rumor that Leo is buying call options in Bloom Energy, interpreting it as a potentially bearish signal.