Future Investing
Buy The Dip Or Wait For More Selling? | Fintech Friday
10/11/2025, 3:43:31 AM
Economic Summary
- Market drop triggered by Trump's tariff escalation tweet
- Largest single-day crypto liquidation in history at $9.4 billion
- Trade negotiations with China may see short-term volatility
- Q3 earnings expected strong for major tech companies
- Possible Fed rate cut at month's end with high probability
- Rate cuts could boost demand across many sectors
Bullish
- Long-term crypto adoption trends remain intact despite volatility
- Major tech companies likely to beat Q3 earnings and raise guidance
- Data center and AI demand remains extremely high into 2026
- Nvidia positioned to benefit regardless of AI model dominance
- Potential Broadcom growth from AI and data center buildout
- Ethereum could be deflationary and rise in price long-term
- SoFi expected to report strong revenue and EPS growth
Bearish
- Massive single-day crypto liquidation signals excessive leverage risk
- Potential large fund wipeout similar to Three Arrows Capital collapse
- Trade war escalation could hurt chip stocks and global economy
- Prediction markets may erode DraftKings' business
- Intel losing market share to AMD in key segments
- AWS lacks integrated software stack compared to Microsoft and Google
- Geopolitical risks could disrupt Nvidia's supply chain
Bullish tickers
NVDAAVGOETHSOFIMSFTMETAGOOGL
Bearish tickers
DKNGINTCAMDAMZNTSLA
People mentioned
Steven FiorilloRoy CrossroadsTevisDonald TrumpAlex ChrisTom LeeVladDevin RyanAndy JasseMark ZuckerbergJensen HuangHock Tan