Hi everyone, U.S. stocks rebounded after the market opened on 9/17, with oil prices and Treasury yields retreating and buying returning to tech stocks. However, the Fed only raised rates by 25 basis points yesterday, so whether the recovery can continue after stabilizing today is the top priority. I’ll continue to observe for now!

I’m currently paying particular attention to individual stocks in these areas👇

📌 MRVL/GFS: Expanded their cooperation on AI data center optical communications chip capacity, with both stocks strengthening in early trading. In addition to computing power, high-speed transmission is also a segment worth tracking in the AI theme.

📌 NBIS/CRWV: Nebius raised its cloud computing rental prices, sending its stock higher; CoreWeave came under pressure after announcing financing. Although both companies are in AI cloud computing, the market reactions differ.

📌 $SNDK /$MU /$SKHY : SNDK rebounded along with tech stocks during the session; I’ll continue tracking memory prices, HBM orders, and earnings for MU and SK hynix to confirm whether demand can actually be reflected in performance.

I’ll continue watching oil prices, Treasury yields, and the price-volume performance following the rebound. In terms of trading, I’ll continue to cut weak positions and retain strong ones, considering adding after a pullback confirms support. If prices break below the preset stop-loss, I’ll follow discipline and manage it accordingly—controlling drawdowns first, then looking for opportunities to enter or add to positions.😎#聯準會三年來首次加息25個基點