Microsoft is considered a gift if it becomes cheaper, as current market concerns will likely be forgotten in the long term.
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The Fed Just Hiked Rates: Here's What I'm Buying and What I'm Selling
Sep 17, 2026
The creator discusses the Fed's recent interest rate hike, noting the market's negative reaction but highlighting that the S&P 500 is only 3.5% from all-time highs. Despite potential further hikes, the creator believes a recession is unlikely due to a strong labor market and continued AI buildout. The discussion touches on inflation, geopolitical tensions, and the "higher for longer" rate outlook, with a brief mention of Sofi investors' expectations.
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Tickers discussed in this post
Nvidia is an easy buy if it drops to $200 or under, as current market concerns will be forgotten in the long term.
Amazon is an easy buy if it drops to $200 or near its current levels, as current market concerns will be forgotten in the long term.
Service Now is a good business, but the creator suggests looking for other opportunities given the current market sentiment.