Qualcomm is also showing strong momentum, likely due to its connection with Apple's success.
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EPISODE 58: WILL THE MARKETS CRASH IF THE FED HIKES RATES?? ARE WE SURE?? MSFT, PLTR, AVGO, GOOGLE !
Sep 12, 2026
The creators discuss the Federal Reserve's potential rate hikes, noting that Fed futures are pricing in an 86% likelihood of a hike next week and another in December. They express skepticism about the Fed's commitment to hiking, characterizing the new Fed chair as having "pure bark but no bite." The discussion touches on the CPI report and its impact on market expectations.
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Skyworks Solutions is experiencing positive momentum, benefiting from Apple's strength.
Apple is considered a safe-haven asset that has historically rewarded dip buyers and is currently showing strength, potentially aiming for all-time highs.
AMD is mentioned as a semiconductor stock that the creator would like to see trade above $574 (the 100 EMA of SMH) before considering a position.
The stock 'alo' is trying to find support at its 200-day exponential moving average (EMA) at $335, with buyers stepping in despite multiple instances of undercutting this level.
Nvidia appears to be showing bearish price action and is being considered for shorting.
The creator is skeptical that the 10-year Treasury yield (TNX) will break above 5%, suggesting that if the Fed hikes rates, bond yields might pull back, which could be positive for equities.
The S&P 500 gapped up and showed positive breadth despite higher CPI, trading between the 5-day and 20-day EMAs, with potential for a decent close if it holds above the 5-day EMA.
Broadcom is mentioned as one of the key stocks being discussed in the context of market movements.
Palantir is mentioned as one of the key stocks being discussed in the context of market movements.
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AAPLbuy opened Sep 12, 2026
+2.65%