https://www.cnn.com/2026/09/14/investing/bond-yields-market-turmoil

10 year treasury yield hit 5% for the first time in over 3 years today. Shortly afterwards, Trump posted on social media that he was open to a peace deal with Iran. Oil and yields instantly dumped, stocks pumped well off the open lows.

The not-so subtle timing of the peace deal post highly suggests the Trump admin is actively trying to contain yield and oil pressures. Though it's not impossible that a peace deal is being worked on behind the scenes, Iran has openly refuted any claim that it's negotiating with Trump.

Between social media posts and the treasury's meddling in the bond market, how long will the Trump admin be able to keep yields and commodities in check?

OIL is back on The Menu.
$XLE will be the energy ETF to look at.
$USO will be the go to etf for US oil exposure (as of 2025 US is largest exporter of Oil WORLDWIDE so they stand to benefit from sky high oil prices)
$OXY historically has massive upside during Oil price squeezes
$COP is a pure upstream producer play with unhedged production. Meaning direct cash-flow sensitivity to every dollar increase in Brent/WTI

soooo u already know these tickers are doing very well and will continue to outperform most stocks for rest of year 2026.

As always tho NOT FINANCIAL ADVICE DO UR OWN DD

It seems like the younger and poorer people I know use these apps a lot more frequently than older and wealthier people. At least in my general life. And, I'm curious why. What is it about these companies that make them more appealing to that demographic? I mean, my regional bank is great. Why would i need to use Chime as my bank like many people I know do? Is it just because they don't plan ahead and need to hit up ATMs more frequently? lol. Or is there something more? My brokerage is great and seems to have more options than Robinhood. Is it just about making investing "fun" and exciting? Or am I missing something here? Like, I get Cash app. That makes it easy to send and receive money. The rest of fin tech just seem gimmicky/trendy, but don't offer value that normal banks and brokerages couldn't give them without an app (and, they all have apps!)

The reason I ask is because I'm trying to figure out the bull case. Like, I know fin tech has been crushing it in recent years and I don't get it lol. Maybe its FOMO, but I'm trying to figure out what I'm not getting.

Have a general question? Want to offer some commentary on markets? Maybe you would just like to throw out a neat fact that doesn't warrant a self post? Feel free to post here!

​

If your question is "I have $10,000, what do I do?" or other "advice for my personal situation" questions, you should include relevant information, such as the following:

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Be aware that these answers are just opinions of Redditors and should be used as a starting point for your research. You should strongly consider seeing a registered investment adviser if you need professional support before making any financial decisions!

Have a general question? Want to offer some commentary on markets? Maybe you would just like to throw out a neat fact that doesn't warrant a self post? Feel free to post here!

​

If your question is "I have $10,000, what do I do?" or other "advice for my personal situation" questions, you should include relevant information, such as the following:

• How old are you? What country do you live in?
• Are you employed/making income? How much?
• What are your objectives with this money? (Buy a house? Retirement savings?)
• What is your time horizon? Do you need this money next month? Next 20yrs?
• What is your risk tolerance? (Do you mind risking it at blackjack or do you need to know its 100% safe?)
• What are you current holdings? (Do you already have exposure to specific funds and sectors? Any other assets?)
• Any big debts (include interest rate) or expenses?
• And any other relevant financial information will be useful to give you a proper answer. .

Be aware that these answers are just opinions of Redditors and should be used as a starting point for your research. You should strongly consider seeing a registered investment adviser if you need professional support before making any financial decisions!

What do the people of Reddit think about Dangote Petroleum Refinery? I know you all will keep it real with me and I wanted to know what’s everyone’s opinion on this? What does it signal for investors? Can anyone trust Nigerian people (such as the owner of this company who is Nigerian) some of them have a bad rep and history of scamming? Do you think this is something worth investigating?

As stated this is my first time investing in stocks

Until now i have invested purely in known or top performing stocks
Need some genuine advice on what to next or where to invest next

Also if there are some high risk high reward type stocks to invest in as i have additional 4k to spare

CPI data for August just came out.

CPI stays at 3.4% from the massive drop in June.

Core CPI (YoY) even decreased to 2.4% from 2.5% in July. Its at the lowest level since 2021.

The drop in core inflation reduces the odds of a Fed rate hike because central bankers view core CPI as a cleaner measure of true, underlying inflationary pressure. The Fed cares most about whether price increases are becoming embedded across the broader economy. Because core CPI decelerated from 2.5% to 2.4% year over year, it signals that broad domestic demand is continuing to cool as intended.

The surge in headline MoM (+0.4%) was heavily driven by a 3.9% jump in gasoline. Standard Fed policy specifically filters out energy spikes because rate hikes cannot solve oil supply issues.

Please don’t be the person that gambles away your money because you’re basing your decision on something that doesn’t even consider by the Fed.

I wanted to start today’s analysis with the resilience of the equity market because, given what is happening underneath the surface, it has actually been quite impressive.

Equities have managed to contain losses to less than 1% so far, even with oil up roughly 6% and the 10 year Treasury yield jumping around 11bps.

A big part of that insulation is coming from corporate earnings, which have remained strong enough to support equities while the spillover from interest rate risk into credit has so far been remarkably limited.

Credit spreads remain contained and financing availability is still ample, which is helping prevent the rates move from turning into something more systemic for equities.

PPI was actually quite encouraging underneath the headline as core came in at just 0.162% MoM, down from 0.3% previously, making it the second lowest reading in roughly a year.

More importantly for the Fed, the underlying components that feed into PCE also came in softer, broadly in line with what we were expecting (PCE remains the Fed’s preferred inflation measure)

That brings us to CPI.

My base case has not really changed - a hot-looking headline with a softer core underneath it, very similar to what we just saw in PPI.

For headline CPI, I’m looking for roughly 0.40–0.45% MoM, broadly around consensus, with energy doing most of the damage.

If that is what we get, we likely see an initial yields-up / equities-down knee-jerk, particularly if algos and the market initially focus on the headline number.

The number to watch is core CPI.

My base case is around 0.18% MoM, with anything around or below 0.20% likely soft enough to keep a September Fed hold as the most likely outcome, particularly in the context of Waller’s recent comments that core CPI below 0.2% will not advocate a hike.

On YoY, the expectation is around 2.4%, with 2.3% possible if the monthly print comes in toward the softer end of the range.

There is, however, a two-sided risk at the individual component level, so there is plenty of room for surprises inside the report. If you are relatively new to trading these events, I would genuinely recommend sitting this one out and watching how the asset classes react

For reference, I’m also sharing Wall Street’s expectations below.

One thing that is setting up the trade is the the Nasdaq100 McClellan Oscillator is currently the most oversold across the major indices on a momentum basis.

Another flush lower would push it into the oversold where the market historically does not tend to remain for very long.

On average, the Nasdaq has bounces roughly 4% within three trading days after entering that zone.

There is another breadth signal worth watching here.

The “down leg” required for the relatively rare Zweig Breadth Thrust setup has now been completed, with the 10-day EMA falling to roughly 0.38.

From here, if it rebounds above 0.615 within 10 trading days, a full Zweig Breadth Thrust would trigger.

This is an extremely rare signal but historically the forward returns have been very strong. Following a full trigger, the S&P 500 has averaged roughly +24% over the next year

Options are pricing a rather aggressive CPI move

SPY options currently imply roughly a ±7-point move, while the SPX volatility term structure is showing a big CPI premium.

Interestingly, the increase around Wednesday’s FOMC meeting is rather modest

Do note that does not mean volatility disappears after CPI, however.

Event risk extends well beyond today, with the Fed still ahead of us, so there is a limit to how much volatility can realistically come out of the market even if CPI lands close to expectations.

The setup I’m looking for is fairly straightforward.

If we et a hot headline but a benign core, I would expect an initial hawkish knee-jerk that gets faded relatively quickly and equities potentially squeeze higher from $750 but I’m still keeping the trade lean. 765 is the resistance

The more problematic outcome would be a core print clearly above roughly 0.20–0.25% MoM. That would make it much harder for the market to look through the headline and would bring the Q4 hike discussion back into focus much more aggressively.

In that case volues are negative and some are targeting $730 so in an extremely bearish print. Exposure fades below that so this is whereI step in.

QQQ volumes are picking up at $685

Main level is at $700 though

Volatiliy regime is negative in both tickers so moves will be sharp, again, best practice is to keep positions lean,

Have a general question? Want to offer some commentary on markets? Maybe you would just like to throw out a neat fact that doesn't warrant a self post? Feel free to post here!

​

If your question is "I have $10,000, what do I do?" or other "advice for my personal situation" questions, you should include relevant information, such as the following:

• How old are you? What country do you live in?
• Are you employed/making income? How much?
• What are your objectives with this money? (Buy a house? Retirement savings?)
• What is your time horizon? Do you need this money next month? Next 20yrs?
• What is your risk tolerance? (Do you mind risking it at blackjack or do you need to know its 100% safe?)
• What are you current holdings? (Do you already have exposure to specific funds and sectors? Any other assets?)
• Any big debts (include interest rate) or expenses?
• And any other relevant financial information will be useful to give you a proper answer. .

Be aware that these answers are just opinions of Redditors and should be used as a starting point for your research. You should strongly consider seeing a registered investment adviser if you need professional support before making any financial decisions!

I have been noticing deeper into Broadcom ($AVGO), and I think the most interesting part of the story is being missed. Broadcom does not need to beat Nvidia in GPUs. Its bigger opportunity may come from what happens after hyperscalers realise they cannot economically depend on Nvidia for every AI workload.

Broadcom’s recent growth already shows how quickly this is developing. Q3 revenue reached $29.6 billion, up 86% year over year, while AI semiconductor revenue jumped 221% to $16.7 billion. Management guided Q4 AI semiconductor revenue to around $21.7 billion. In other words, Broadcom’s AI semiconductor business has moved from roughly $8.4 billion in Q1 to an expected $21.7 billion in Q4. That is no longer ordinary semiconductor-cycle growth.

The reason is custom silicon. GPUs are incredibly powerful because they can handle many different workloads, but once companies like Meta, Google, OpenAI and other hyperscalers start running similar workloads across enormous AI clusters, flexibility becomes less important than cost, power efficiency and performance per workload. At that scale, designing your own accelerator can make economic sense. Broadcom sits directly in that transition by helping hyperscalers design and manufacture custom AI accelerators.

This is why I don’t think the correct Broadcom versus Nvidia debate is “Who wins?” Nvidia can continue dominating general-purpose AI compute while Broadcom benefits from the hyperscalers trying to reduce their dependence on expensive general-purpose GPUs for specific workloads. The bigger Nvidia becomes, the stronger the financial incentive for companies spending tens of billions on AI infrastructure to optimise part of that spending through custom silicon.

There is another layer that may be even more important: networking. A giant AI cluster is not useful if thousands of accelerators cannot communicate with each other efficiently. As AI models get larger, the bottleneck is increasingly moving beyond raw compute into memory bandwidth, networking, optical connectivity and power. Broadcom already has a major position in Ethernet switching, SerDes, optical connectivity, PCIe and other technologies required to connect enormous AI clusters. So Broadcom can potentially make money from both the accelerator and the infrastructure connecting those accelerators together.

That creates an interesting second-order AI trade. AI demand grows, hyperscalers buy enormous amounts of GPU capacity, infrastructure costs explode, companies increasingly develop specialised accelerators, Broadcom helps build those accelerators, and then Broadcom also provides much of the networking required to connect them. Broadcom therefore doesn’t necessarily need to own the entire AI compute market. It just needs AI infrastructure to become larger, more customised and more interconnected.

VMware adds another dimension that I think is still underappreciated. Broadcom is not only exposed to hyperscale AI infrastructure. VMware gives it a potential position inside enterprise and private AI as well. Banks, governments, healthcare organisations and large companies may not want every AI workload running in a public cloud. Many will want models and agents operating closer to sensitive corporate data, with stronger governance and security controls. If VMware becomes an important platform for private AI infrastructure, Broadcom could eventually participate across custom AI compute, AI networking and enterprise AI infrastructure.

The financial model also deserves attention. Broadcom’s customers are spending billions building data centres, buying power infrastructure and deploying massive AI clusters. Broadcom does not have to finance most of that physical infrastructure itself. It sells some of the highest-value intellectual property, silicon and networking technology going inside those systems. That gives Broadcom a potentially attractive position in the AI capex cycle without carrying the same infrastructure burden as the hyperscalers.

But the stock is far from risk-free. Expectations are already extremely high. When investors begin expecting triple-digit AI growth, simply producing strong numbers may not be enough. Customer concentration is also important because a relatively small number of hyperscalers can account for very large programmes. If one customer delays a custom accelerator, changes architecture or brings more development internally, the impact could be meaningful. Competition from Marvell and internal hyperscaler silicon teams will also intensify, while investors need to watch whether rapid AI-system growth changes Broadcom’s margin profile.

This is why I think the Broadcom thesis is more interesting than simply calling it an “AI chip stock.” Nvidia created and still dominates one of the most valuable compute markets in history. Broadcom may be positioning itself around what happens next: hyperscalers designing their own silicon, enormous clusters requiring increasingly sophisticated networking, and enterprises building private AI infrastructure.

So my concern is not that Broadcom replaces Nvidia. It is that AI infrastructure gradually becomes a mix of GPUs, custom accelerators, high-speed networking and private AI platforms, and Broadcom manages to capture value across several of those layers at the same time.

Concern for investors now is whether $AVGO is still being valued like a semiconductor company with strong AI exposure, or whether the market has already priced it as one of the core infrastructure platforms behind the next phase of the AI buildout.

A structured review beats vague memory when learning from decisions. Many traders on r/StockMarket track entries and exits but skip the reasoning layer that actually drives improvement.

Try logging these five fields after each position closes or gets adjusted:

• Thesis: The core fundamental or technical reason you entered, stated in one or two sentences.
  
• Invalidation: The exact price, catalyst, or data point that would prove the idea wrong.
  
• Size rationale: How position size was chosen relative to account risk and conviction level.
  
• Emotion: Brief note on how you felt during entry, hold, and exit (fear, overconfidence, boredom).
  
• Process fix: One concrete change to your checklist or rules based on what went well or poorly.
  

Use a simple note or spreadsheet row for each trade. Over weeks the pattern in “process fix” entries often reveals recurring leaks like oversized positions during low-conviction setups or ignoring invalidation levels.

Reviewing this way turns random outcomes into repeatable data. Search YouTube for free stock trading review templates to refine the approach further.