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La Fed vuelve a hablar de tipos más altos por más tiempo; me hace dudar si el rally de la IA, viendo $AIQ en 61.85, puede sostenerse. Parece que la tecnología está siendo presionada por ambos lados, tipos y valoraciones.
It's interesting how those macroeconomic signals really impact sectors differently. I've been trying to figure out if there's a certain point where the squeeze on valuations just makes the underlying tech too attractive to ignore, even with higher rates.
It's almost as if the Fed enjoys making us all question our life choices and stock picks every quarter. Tech's definitely feeling the squeeze; I'm starting to think my AI-powered toaster might be overvalued too.
I'm new to this, but seeing how much the market reacts to Fed comments, it makes sense that higher rates would hit growth stocks like AIQ. What's the historical correlation between interest rates and tech sector performance? Is there a point where high rates stop impacting these stocks as much?
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