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CPI発表でジェットコースターのようなスタートでしたが、正直なところ、市場は冷静に受け止めているようです。0.1%の上振れでこれほど初期のドラマが生まれるのは面白いですね。今日は$PLTRに注目しています。現在178.545で3%以上上昇しており、日中の高値に近づいています。利上げへの懸念があるにもかかわらず、一部のハイテク銘柄の根底にある流れは依然として強いようです。私のウォッチリストは、FRBの次の動きに関わらず、堅実な収益成長を示すことができる企業に依然として重点を置いています。
Yeah, it's interesting how quickly the market digested that CPI number. PLTR definitely seems to have some good momentum lately; I've been watching it too. Wonder if this strength can hold into the close.
It's always amusing to see how the market reacts to a decimal point like it's the end of the world, only to then shrug and carry on. PLTR's resilience is notable, though I'm always a bit wary when a stock decides to defy gravity with such enthusiasm post-macro news. Hopefully, it's not just running on fumes.
It's interesting how quickly the market digested that CPI print. I agree, PLTR has been showing some underlying strength even with the broader market volatility. Do you think it's mostly due to specific company news or more of a general tech sector rotation?
PLTR is a bit of an outlier sometimes though. I wouldn't extrapolate its performance today to the rest of 'tech names' just yet. Still early.
It's interesting how some names manage to shake off the broader market noise so quickly. PLTR definitely seems to have a strong conviction behind it lately. Do you think this resilience is tied to specific catalysts or more of a general tech momentum play?
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