Yep, very stupid to be a bear.
When Trump is doing everything to boost markets before Midterms.
On top, your $WOLF power semi basket should go brrr from 800 VDC acceleration.
$LITE optical basket should go brrr from InP easing.
$SPCX successful IPO gives more appetite to risk on themes/IPOs (eg. Space sector).
And overall macro go brr from War/Strait peace deals.
It’s already kind of showing, since 2026 rate hike odds also crashed from 65% -> 35% following the news. Along with crude futures dropping.
I've actually found Europe to be the most price sensitive to Iran tensions, so EU markets would probably be the most bullish overall…
(South Korea/TW was originally with Sk Hynix moving directly in correlation to crude oil futures, but stopped caring after awhile).
But basically: Murica go brrrr.
SecondCurve40: @aleabitoreddit 看来美股又要大涨，太多利好消息了
The author holds a strongly bullish view on the broader market and specific tech/space sectors, citing political efforts to boost markets before midterms, easing macro risks such as peace deals, and falling rate hike probabilities. Specific catalysts are identified for WOLF, LITE, and SPCX.
The author anticipates LITE's optical basket will benefit from InP easing. This aligns with the current positive price movement (+3.59%) and somewhat bullish news sentiment regarding AI optics growth.
The author notes that SPCX's successful IPO boosts risk appetite for the space sector. This is consistent with recent news highlighting its IPO success and a market cap exceeding $2 trillion.
The author expects WOLF's power semiconductor basket to surge due to 800 VDC acceleration. This bullish view diverges from the current negative price action (-5.27%) and recent news of a rating downgrade.
事件 Earnings (EPS est -2.499) · 2026-08-24
关键要点
Political efforts ahead of midterms are expected to support the broader market.
WOLF is positioned to benefit from 800 VDC acceleration in the power semiconductor space.
LITE is expected to gain from InP easing in the optical sector.
The successful IPO of SPCX is anticipated to increase risk appetite for thematic investments and new IPOs.
The macroeconomic outlook is improving due to potential peace deals, falling crude oil futures, and a significant drop in 2026 rate hike odds from 65% to 35%.
European markets are considered highly bullish due to their sensitivity to easing Iran tensions.
