Jun. 4 at 12:40 AM
Everyone is bullish right now. I'm not after June 15:
Kevin Warsh hawkish FOMC on June 17
$TSLA — high duration growth stock crushed by rising rate expectations
$IONQ — unprofitable quantum play reprices hard when discount rates rise
$RKLB — speculative space name hit hardest in risk-off rate environments
$BE — clean energy loses subsidy narrative appeal under hawkish Fed
$ASTS — pre-revenue satellite stock hammered when cost of capital rises