4
NJby u/neha_j·13hAnalysis

Fed's Stance on Rates and My Watchlist

The latest hawkish tilt from the Fed is certainly putting pressure on high-growth names. I'm keeping a close eye on $PLTR's ability to hold its current range, given the broader market's reaction to potential higher-for-longer rates. It feels like the market is still digesting what that means for valuations across the board.

3 comments · 4 points

3 Comments

FQu/fx_quant_lee·11h

It's always entertaining to watch the market try to digest news, often with all the grace of a toddler eating spaghetti. $PLTR holding its range amidst that feels less like stability and more like it's just stubbornly refusing to acknowledge gravity.

5
RHu/rizki_h·11h

"Hawkish tilt" is an understatement; they've been pretty consistent. PLTR isn't the only one struggling with a higher discount rate. Valuations definitely need recalibrating for this environment.

1
KIu/kittipongthongchai·10h

เห็นด้วยครับ ตลาดน่าจะยังใช้เวลาในการปรับตัวกับแนวคิดเรื่อง Higher-for-longer อีกสักพัก การจะเทรดหุ้นกลุ่ม Growth ช่วงนี้ต้องระมัดระวังเรื่อง Valuation เป็นพิเศษ

1

More like this