TI TICKET Загрузка... : Бычьи и медвежьи мнения аналитиков

A user posted an image of RGTI calls bought on the dip (+5 upvotes) and another comment says “Quantum go brrrrrrrrrr” (+5 upvotes). The dip‑buying and quantum hype indicate retail momentum and a belief in a continuation. Ride the quantum wave with a short‑term bullish position. Quantum stocks are highly speculative and subject to sharp reversals; no fundamental catalyst confirmed in the thread.

Multiple upvoted comments highlight “JP10y at 2.791”, “bond market doing its thing”, “now bonds matter”. Consensus that yields are rising and cannot be manipulated. Rising bond yields signal inflation/Fed concern – bearish for long‑duration treasuries. The community sees this as a genuine risk, not just noise. Short TLT (or long 10Y futures) to profit from further yield increases, especially with a potentially failed 20‑year auction on Wednesday. Safe‑haven flows (if oil war escalates) could push yields down. Also the “bond market” theme has been ignored before – may reverse quickly.

SNDK (SanDisk) is surging alongside MU. Comments like “Sndk has to be studied”, “SNDK goes up forever”, and “Full port in the AM” show strong bullish conviction. The stock is benefiting from the memory boom and spin-off sentiment. Memory stocks are in favor as AI infrastructure spending expands. SNDK, with its brand and NAND focus, is seen as a high-beta play in the same theme. The community treats it as a “must-own”. Long SNDK to ride the momentum. The “full port” comments indicate retail FOMO, which could fuel further upside. The rally may be overextended. If memory prices weaken or earnings miss, the stock could reverse hard. Some called it a “trashy welfare recipient” alongside MU.