Ahmed Kaya

It feels like everyone's bracing for a CPI print that’s either going to slam us back into recession talk or launch us straight into rate cut fantasies. My money's on the market reading any slight moderation in core CPI as an excuse to price in aggressive cuts for Q3, regardless of what Powell actually mumbles. I'd give it a 60% chance we see a knee-jerk rally, with $EMXC pushing back towards $95 before month-end, only for reality to slowly set in again by the following week.

Saw $RBLX pop to 37.085 today, closing around 36.745. The volume was there, but it feels like a lot of the enthusiasm around it is still based more on narrative than sustained fundamentals. Are we seeing a genuine turnaround or just another speculative bounce in a stock that's been more talk than walk for a while? Change my mind.