What 阳光财经 Sunny said in this video:
- SPYneutralshort-termThree small up candles but the index remains range-bound, and the Fed decision gave no direction, so the host maintains a continued sideways view.Source
- Fed Policyneutralmid-termThe host reads this as a hawkish pause with continued tightening ahead, no dovish cut expectations, and markets pricing two more 25bp hikes by March.Source
- Bonds & Ratesneutralshort-termThe host argues Canada's hike was really to defend the CAD exchange rate during the US pre-election pause, preventing capital outflow and imported inflation, and it worked.Source
- AI Capexneutralmid-termRising CDS pricing on tech giants signals AI financing debt is nearing its limit, but prices eased in the last two days, giving bond investors temporary relief.Source
- ORCLbullishmid-termOracle guided to $30B free cash flow by fiscal 2029, easing AI spending fears; with volume-driven gains and cheaper CDS, the host sees a chance the bottom is in.Source
- GOOGLbullishlong-termThe host notes Google has historically made new highs even after trapping holders, offering long-term chances to exit profitably.Source
- GOOGLbearishshort-termGoogle missed on revenue, EPS, and free cash flow with weak core ads; the host expects the slide to extend into tomorrow on huge volume. He discloses it is his public account's second-largest holding.Source
- MSFTbullishshort-termMicrosoft beat across the board with Azure up 48% above guidance, up 3%+ after hours; the host expects a possible new all-time high tomorrow.Source