Published: October 2, 2026 at 06:08 AM
Daily Market Summary
Daily Market Summary
1. Market Overview
On October 1, the first trading day of the fourth quarter, Wall Street slipped early as the US 10-year Treasury yield topped 5.3%, then rebounded on chip strength once the yield eased to 5.237% (-5.6bp), closing slightly higher. The S&P 500 ended at 7,666.45 (+0.19%, +14.91), the Nasdaq at 26,871.60 (+0.04%, +10.54) and the Dow at 50,926.56 (+0.04%, +20.51), snapping a three-session losing streak, though the S&P 500 remains -0.99% below its 9/25 high and the Dow is -1.74% over five days. Energy (XLE +1.95%) led on oil's return above $100, and semiconductors (SMH +1.45%) rallied on Micron's earnings, while healthcare (XLV -1.32%) and communication services (XLC -0.93%) lagged. Across the Atlantic, Europe diverged from the US as a government bond selloff sent banks down 3.7%, pushing the Euro Stoxx 50 -1.49% and the FTSE 100 -1.68%, while the dollar index rose to 102.03 (+0.57%). In Korea on the same day, the KOSPI rebounded for the first time in four sessions to 6,971.35 (+1.95%, +133.31), edging close to 7,000, and the KOSDAQ surged to 894.29 (+4.48%). The move reflected Micron's record results combined with record September exports of $120.9 billion.
Key Takeaways
Macro: The US 10-year hit 5.306% intraday on 9/30, its highest since 2002, before easing to 5.237% on 10/1. But a jump in the ISM manufacturing prices index and jobless claims of 197,000 (lowest since July) leave room for further tightening, and the probability of an October FOMC hold has risen to 65.1%, leaving roughly a 35% chance of a hike. Tonight's September jobs report will set the next direction.
Technical Scan: The Nasdaq top 10 gainers are all small caps closing below $17, and FHTX (+40.39%, RSI 17.6) and LESL (+25.75%, RSI 23.2) are oversold bounces rather than trend signals. In the volume breakout table, 5 of 6 decliners broke below the lower Bollinger band, many of them small biotechs, consistent with XLV -1.32%.
Korea: The KOSPI fell as low as 6,765.06 intraday before closing +1.95% on 334.3 billion won of institutional net buying. Foreign investors sold 547.3 billion won, bringing cumulative net selling since August 20 to 30.7 trillion won. With the Samsung Electronics and SK Hynix share buybacks (44.7 trillion won) that had propped up the index now complete, there is little flow support beyond chip earnings.
Sectors: Micron beat consensus by a wide margin with revenue of $54.23 billion and next-quarter guidance of $61.5 billion, yet the stock slipped about -2%, while SanDisk (about +13%) and Korean memory stocks rallied instead. Accenture also surged about 18% on record bookings of $84.5 billion, reversing fears that "AI will replace IT services."
Crypto: BTC edged up to $84,777.98 (+1.47%) and ETH to $2,702.79 (+0.71%). Prices held up despite the dollar index sitting near a 17-month high, but interest cooled as Reddit mentions fell from 55 to 40 for BTC and from 31 to 13 for ETH. The two BINANCE 4-hour breakouts were both small altcoins with RSI above 70.
Macroeconomic Context
Key Economic Indicators
| Indicator | Value | Reference | Implication |
|---|---|---|---|
| US 10-Year Treasury | 5.237% (-5.6bp) | 9/30 intraday 5.306%, highest since May 2002 | A one-day pause, but the uptrend since 5.11% on 9/24 remains intact |
| US 30-Year Treasury | 5.603% (-3.5bp) | About 5.64% on 9/30 | Long end near highs. Pressure on mortgages and real estate |
| US September ISM Manufacturing PMI | 54.5 | August 54.6, 9th straight month of expansion | New orders 55.3, employment 52.7. Prices index jump fuels inflation concerns |
| US Initial Jobless Claims | 197,000 | Forecast 200,000, 3rd straight week below 200,000 | Continuing claims 1.701 million (lowest since April 2023). Room for tightening |
| US August PCE (YoY) | 3.4% | Forecast 3.7%, core 3.0% | Failed to pull long-term yields lower despite the miss |
| US Q2 GDP | 2.2% annualized | Forecast 1.5% | Growth revised up. Hold probability 49.1% → 65.1% |
| US September S&P Global Composite PMI | 58.4 | Highest since July 2021 | Input prices rose the most since 2022. Hawkish signal |
| US 30-Year Fixed Mortgage | 7.28% | 7.03% prior week, 6th straight weekly rise | Highest since November 2023. Housing activity under pressure |
| US 30-Year TIPS Real Yield | 3.35% | Highest in 20 to 30 years | Gap with real expected equity returns (about 5%) narrows |
| German 10-Year Bund | 3.65% (weekly high) | Highest since 2009 | French 10-year at 4.74%, German-French spread about 111bp |
| Korea September Exports | $120.94 billion (+83.5%) | Record monthly high | Semiconductors $60.3 billion (+262.8%), 49.9% share |
| Korea September Trade Balance | $49.85 billion surplus | January-September cumulative exports $814.5 billion | Annual exports seen reaching $1 trillion in November |
| September PC DDR4 8Gb Contract Price | $26 (+4.0%) | Record high | Q4 PC DRAM prices seen rising another 13-18% |
Upcoming Events
| Date | Event | Market Impact |
|---|---|---|
| 10/2 | US September Jobs Report | October FOMC hike probability (about 35%) and whether the 10-year retakes 5.3% |
| 10/2 | First regular session after Nike earnings (about -5% after hours) | Whether consumer slowdown is confirmed; consumer discretionary |
| 10/7 | End of China's National Day holiday | Whether Chinese refiners resume fuel exports; refining margins |
| Mid-October | France 2027 budget proposal | French 10-year (4.74%) and European bank stocks |
| 10/27~28 | FOMC | Hold probability 65.1%. A hike would hit growth stocks and lift the dollar |
| November-December | Korea weighing further cuts to government bond issuance | A reduction of 10 trillion won or more for the year would stabilize domestic long-term yields |
| Late November | US deploys third carrier strike group and up to 10,000 troops to the Middle East | If Iran talks collapse, Brent could test the $108 upper bound |
| 12/11 | US stopgap funding expires | Shutdown risk resurfaces |
| 2027/1/10 | US-China trade truce expires | Semiconductors and export controls remain excluded from talks |
Central Bank Watch
At its September FOMC meeting, the Fed raised rates by 25bp for the first time since 2023, bringing the policy rate to 3.75-4.00%. Chair Warsh said "inflation has been too high for too long." Although August PCE came in below expectations, an upward revision to Q2 GDP and strong labor data have kept the probability of an October hold at just 65.1%. Professor Jeremy Siegel sees two more hikes needed this year but suggested the Fed could skip the next meeting given pressure ahead of the midterm elections and bundle them into a 50bp move in December. Markets are pushing long-term yields higher on oil prices and global sovereign bond supply rather than near-term data.
The ECB made no new decision during this collection period. Instead, the German 10-year rose to its highest since 2009 (3.65%) and the French 10-year to an 18-year high (4.74%), and the banking sector fell 3.7% on 10/1. Higher yields are being read not as a boost to bank net interest margins but as a source of bond valuation losses and fiscal risk.
With Korean government bond yields surging after the US 10-year broke 5.3%, the government cut October bond issuance by 5 trillion won, funded by 63.2 trillion won in excess tax revenue from the chip boom. The market expects further cuts in November-December for a total reduction of 10 trillion won or more. There was no new Bank of Korea decision in this collection period.
The Bank of Japan raised its policy rate to 1.25% at its September meeting, and the Japanese 30-year yield stood at 4.18% on 10/1. Simultaneous tightening in the US, Europe and Japan is behind the rise in long-term yields.
2. Technical Scan
Market-Wide Technical Indicators (TradingView Scan)
NASDAQ Top 10 Gainers (1D)
| Rank | Ticker | Change | Close | RSI | Volume |
|---|---|---|---|---|---|
| 1 | RIBBU | +80.64% | $16.89 | 61.9 | 17,353 |
| 2 | FHTX | +40.39% | $2.92 | 17.6 | 13,335,880 |
| 3 | BIRD | +35.80% | $3.49 | 78.4 | 4,069,327 |
| 4 | NCPL | +28.10% | $1.55 | 72.6 | 5,090,931 |
| 5 | CMCT | +27.02% | $3.62 | 61.2 | 1,019,676 |
| 6 | AHG | +26.30% | $1.02 | 60.9 | 233,477 |
| 7 | LESL | +25.75% | $0.168 | 23.2 | 61,598,516 |
| 8 | BON | +23.78% | $1.1759 | 51.3 | 16,705 |
| 9 | OM | +22.35% | $3.75 | 58.7 | 921,551 |
| 10 | ZBAO | +21.80% | $0.1084 | 40.5 | 6,620,030 |
Volume Breakout Signals (NASDAQ 1D)
| Ticker | Volume Change | Price Change | Signal |
|---|---|---|---|
| AHG | 2x | +26.30% | Upside breakout (close 1.02 > upper BB 0.94, RSI 60.9) |
| ATOS | 2x | +15.82% | Up (inside BB, RSI 49.7) |
| AIFU | 2x | +13.35% | Up (inside BB, thin volume of 12,000 shares) |
| ACTU | 2x | +11.48% | Up (inside BB, RSI 44.7) |
| ALZN | 2x | -23.55% | Downside break (close 1.315 < lower BB 1.49, RSI 29.4) |
| AMOD | 2x | -23.53% | Downside break (close 1.17 < lower BB 1.33, RSI 21.4) |
| AGEN | 2x | -16.28% | Down (inside BB, RSI 52.1) |
| ACRS | 2x | -14.86% | Downside break (close 4.41 < lower BB 4.75, RSI 31.0) |
| AIRG | 2x | -14.31% | Downside break (close 4.25 < lower BB 4.72, RSI 22.8) |
| AKAN | 2x | -14.01% | Downside break (close 2.21 < lower BB 2.33, RSI 28.9) |
- All 10 tickers start with A and share the same 2x volume multiple. This should be read as a list of big movers among tickers starting with A, not as market-wide volume breakouts.
- Within the table there are 6 decliners and 4 gainers. On the downside, 5 broke below the lower Bollinger band, and many are small biotechs such as ALZN, AGEN and AKAN. AHG appeared in both the top 10 gainers and the volume breakout list.
Volume Breakout Signals (BINANCE, 4h)
| Symbol | Volume Change | Price Change | Signal |
|---|---|---|---|
| GTCUSDT | 2x | +3.83% | Upside breakout (close 0.12389 > upper BB 0.11959, RSI 73.7) |
| ALICEUSDT | 2x | +3.37% | Upside breakout (close 0.2269 > upper BB 0.2132, RSI 86.8) |
Crypto Candlestick Patterns (BINANCE, 15m, Top)
| Symbol | Score | Change | Implication |
|---|---|---|---|
| TRXUSD | 4 | -0.28% | Strong body (0.94) with volume, RSI 46.3. Large body but slightly down |
| ACHUSDT | 4 | +0.82% | Strong body (0.83), RSI 60.2. Short-term upside momentum |
| DOLOUSDT | 4 | +0.49% | Full body (1.0), RSI 61.6. Flagged in both spot and futures |
| LUNCUSDT | 3 | +0.19% | Full body, RSI 49.1. Weak directional bias |
| NEARUSDT.P | 3 | +0.39% | Medium body (0.5), RSI 65.6. The only large-cap altcoin on the list |
| DOLOUSDT.P | 3 | +0.33% | Medium body (0.63), RSI 61.7 |
| METTRY | 3 | -0.54% | Full body, TRY market. Thin volume in the 8,000 range |
Key Sector and Large-Cap Moves (Cross-Checked with Market Data)
| Sector | Representative Stock/ETF | Change | Implication |
|---|---|---|---|
| Semiconductors | SMH | +1.45% | Micron earnings tailwind. Large-cap strength unrelated to the small-cap surges in the top 10 gainers |
| Technology | XLK | +1.05% | Accenture +18% alongside chips. Large-cap tech holds firm |
| Energy | XLE | +1.95% | Oil back above $100. Strongest of 11 sectors |
| Healthcare | XLV | -1.32% | Same direction as the many small biotechs on the downside of the volume breakout list |
| Communication Services | XLC | -0.93% | Diverges from tech. AI regulatory risk in focus |
| Small Caps | Russell 2000 | +0.35% (5-day -1.09%) | Consistent with the mix of small-cap surges and plunges in the scan |
Overall Market Assessment
Equities are neutral. The Nasdaq was flat at +0.04% and is -0.73% over five days, and volatility is stable with the VIX at 16.43 and VXN at 22.62, but the surges in the scan are stock-specific small-cap stories and selling pressure is visible in small biotechs. Gains are concentrated, with only large-cap tech and chips up more than 1%. Crypto is neutral leaning mildly bullish with BTC +1.47%, but breakout signals are limited to overbought small altcoins, so it is too early to call broadening buying.
/signals
dashboard.
3. Top Headlines
Global
The S&P 500 closed +0.19%, the Dow +0.04% (+20.51pt) and the Nasdaq +0.04%. Indexes slipped early as the 10-year topped 5.3%, but chip stocks erased losses once it eased to 5.24%, while banks were weak on rate pressure.
The 10-year climbed as high as 5.306% intraday on 9/30, a 24-year high. August PCE of 3.4% came in below the 3.7% forecast, but Q2 GDP of 2.2% beat the 1.5% forecast, sending the Dow -0.86% and the S&P 500 -0.25%, while the CME probability of an October hold rose from 49.1% to 65.1%.
China withheld export permits from refiners during the National Day holiday (through 10/7), halting October fuel exports other than to Hong Kong and Macau, and PetroChina canceled gasoline and jet fuel cargoes. Combined with reports that the US is sending a third carrier strike group, December Brent jumped to $100.15-102.55 (+2.2-4.6%) and WTI to about $93 (+3%).
President Trump said the war would end "very soon" but rejected Iran's ceasefire proposal to open only part of the strait as "not enough." Traffic through the strait is down more than 90% from prewar levels, and Foreign Minister Araghchi said Iran is awaiting a formal US response.
Fiscal Q4 adjusted EPS came in at $33.42 (forecast $31.61) on revenue of $54.23 billion (forecast $51.07 billion), with Q1 guidance of $61.5 billion in revenue and EPS of $38.15 (consensus $57 billion and $35.40). Data center revenue grew 11-fold, and SanDisk rose about 13% on 10/1.
Fiscal Q4 adjusted EPS was $3.29 (forecast $3.19) on revenue of $18.7 billion (forecast $18.05 billion), with record annual bookings of $84.5 billion. IT services and software stocks that had been weighed down by AI displacement fears rose in tandem, and Capgemini in Europe gained 7.3%.
ISM manufacturing expanded for a ninth straight month, with new orders at 55.3 and employment rising to 52.7, while the prices index jumped sharply. Initial jobless claims fell to 197,000, the lowest since July, and continuing claims to 1.701 million, the lowest since April 2023.
The STOXX 600 fell 1.3% to close at a three-month low, with HSBC and Barclays -4.1% and Lloyds -4.5%. The German 10-year hit 3.65% this week, its highest since 2009, and the French 10-year rose to its highest since 2002 ahead of the 2027 budget.
Freddie Mac's 30-year fixed rate jumped to 7.28% from 7.03% the prior week, its sixth straight weekly rise. The weekly increase was the largest in about four years, and the rate is the highest since November 2023.
Korea
The KOSPI opened lower at 6,814.49 and fell as far as 6,765.06, but chip buying after 11 a.m. lifted it to close at 6,971.35 (+133.31). Samsung Electronics ended at 276,000 won (+2.79%) and SK Hynix at 1,833,000 won (+3.21%), while the KOSDAQ surged to 894.29 (+4.48%) on biotech strength.
September exports rose 83.5% year over year to $120.94 billion. Semiconductors became the first single item to exceed $60 billion at $60.3 billion (+262.8%), accounting for 49.9% of the total, and the trade surplus was $49.85 billion.
Following Micron's fiscal Q4 operating profit of $43.75 billion and news that more than 75% of next year's volume is under contract, consensus for this year's combined operating profit reached about 650 trillion won, including 384.8 trillion won for Samsung Electronics and 263.9 trillion won for SK Hynix. The expansion of high-value products such as HBM4 underpins the forecast.
PC DDR4 8Gb contract prices rose to $26 (+4.0%) and NAND 128Gb MLC to $30.6 (+0.4%), both record highs. Gains have slowed, but TrendForce expects PC DRAM prices to rise another 13-18% in Q4.
While foreign investors net sold 30.7 trillion won of KOSPI stocks since August 20, Samsung Electronics and SK Hynix share buybacks (44.7 trillion won under other corporations) supported the index. With the buybacks finished, concerns over a flow vacuum have grown, and the two chip giants account for about 66% of market cap.
The government will cut October government bond issuance by 5 trillion won, funded by 63.2 trillion won in excess tax revenue from the chip boom. It will reduce 2-year bonds by 1 trillion won, 3- and 5-year bonds by 800 billion won each, 10- and 30-year bonds by 700 billion won each, and 50-year bonds by 200 billion won, and the market expects a total reduction of 10 trillion won or more by year-end.
The first projects under the $200 billion strategic investment in the US were announced: a Texas gas-fired combined-cycle plant ($22.3 billion), eight large US nuclear reactors (up to $120 billion) and Alaska LNG ($54 billion as proposed by the US). The Korean government countered that its participation and stake in Alaska LNG are undecided, and President Lee Jae-myung set a 50:50 profit split (90:10 after repayment) as a precondition.
4. Reddit Sentiment
Overall Mood: Neutral to Bearish
Key keywords: Micron earnings and "sell the news," 24-year high in Treasury yields, diesel and oil, Nike earnings ($NKE puts), Gemini 4 Argon, AI regulation, Uptober
Dominant narrative: Stock communities debated why Micron's stock fell despite overwhelming numbers. On the macro side, the theme was the bond rout. The top of r/economics was filled with "10-year at highest since 2002," "global bond selloff" and "mortgages at 7.28%," and the $TLT bottom debate continued on WSB, r/stocks and r/investing. Energy and geopolitics posts (US pressure on Europe to release diesel reserves, China's fuel export halt, deployment of 2,000 Marines and a carrier group to the Middle East) appeared across multiple subreddits at once, with comments overwhelmingly critical of the US administration. r/technology focused on AI regulatory risk following the FTC's probe of OpenAI and Anthropic and a ruling that "AI training is not fair use."
Mood by Subreddit
| Subreddit | Sentiment | Posts Collected | Key Topics |
|---|---|---|---|
| r/wallstreetbets | Mixed | 18 | $MU call gain and loss screenshots, $NKE pre-earnings put YOLO, $TLT bottom calls |
| r/stocks | Mixed | 11 | $MU -2% despite record results, skepticism about AI capex ROIC, Gemini 4 Argon, bond ETF declines |
| r/investing | Bearish | 7 | Case for a return to 1990s rates, cynicism about Robinhood agentic AI |
| r/StockMarket | Bearish | 8 | Diesel export ban threat, analysis of core PCE near 2%, 0DTE structuring, AI bubble talk |
| r/economics | Bearish | 10 | 10-year at 24-year high, global bond selloff, mortgages at 7.28%, China fuel export halt |
| r/worldnews | Bearish | 19 | Record Russian casualties in September, US reinforcements against Iran, diesel pressure, US-Korea split on Alaska LNG |
| r/technology | Bearish | 20 | AI copyright ruling, Altman skips hearing, Meta AI data centers, Micron RAM shortage |
| r/geopolitics | Bearish | 5 | NATO talks excluding the UK, timing of a Taiwan invasion, Alaska LNG |
| r/Futurology | Bullish | 5 | Fusion commercialization, European orbital station, fewer energy-independent nations |
| r/CryptoCurrency | Bearish | 8 | Binance EU regulation, NEAR Intents hack, dollar index at 17-month high |
| r/Bitcoin | Bullish | 7 | Uptober memes, power law model |
| r/RealEstate | Neutral | 4 | Hard money loan at 82.5% LTV and 8.5% rate, foreclosure listings |
Key Community Insights
Despite beating on revenue by 6% and on guidance by 8%, the stock fell about -2%. Commenters argued that "the priced-in expectations were practically impossible to meet." On the same day, related names rose, with SMH +1.45%, SanDisk about +13% and SK Hynix +3.21%, showing expectation fatigue in the leader and a spillover into laggards at the same time.
The poster said they had sold all of $NVDA, $GOOGL and $MSFT, but most comments pushed back with "where would you put the money?" and "five years ago people said a $2 trillion Nvidia was impossible too." In practice XLK rose +1.05%, so the skepticism is not yet reflected in prices. Still, it echoes the caution seen in YouTube discussion of Broadcom's loan to Anthropic (up to $42 billion).
Going from 5.237% to 6.5% or higher on the 10-year implies a further rise of more than 120bp. This directly contradicts the WSB call for a bottom with 10x leverage on 30-year futures. TLT at 77.71 (-0.09%) failed to rise even on a day the 10-year fell 5.6bp, lending little support to the bottom thesis.
A dovish minority view that the second- and third-round effects of the oil shock have yet to show up in the data. But on the day PCE was released, the 10-year rose to 5.306% intraday and the hold probability stalled at 65.1%, so the market did not buy this reading.
$NKE mentions jumped tenfold from 22 to 226, and $36 put YOLOs were posted. Actual results showed EPS of $0.48 beating the $0.44 forecast but revenue of $11.21 billion missing the $11.32 billion forecast, sending shares about -5% after hours. The bearish bets got the direction right.
Most Mentioned Tickers (Top 10) (apewisdom.io data)
| Ticker | Mentions | Sentiment | Key Points |
|---|---|---|---|
$MU | 1,054 (prior day 601) | Mixed | Beat on revenue, EPS and guidance with 87% gross margin, yet stock about -2%. Priced-in debate and call gain screenshots |
$SPY | 269 (prior day 227) | Neutral | Options trading journals, short-term index calls, 0DTE structuring discussion |
$NKE | 226 (prior day 22) | Bearish | Pre-earnings "value trap" thesis and $36 put YOLO, mentions of a late-session drop |
$QQQ | 121 (prior day 76) | Neutral | Short-term index trading |
$GOOG / $GOOGL | 104 / 93 (total 197, prior day 74) | Leaning Bullish | AI competitiveness reassessed after Gemini 4 Argon launch. Some skepticism: "people have said it's cheap for six months" |
$NVDA | 92 (prior day 81) | Leaning Bearish | Poster child sell target for AI capex ROIC skeptics |
$TLT | 71 (prior day 41) | Mixed | Long bond bottom calls vs. return-to-1990s-rates thesis as the 10-year hits a 24-year high |
$SNDK | 49 (prior day 49) | Bullish | Beneficiary of rising memory prices alongside $MU |
$VOO | 46 (prior day 14) | Neutral | Index ETF mentions in quarterly portfolio review threads |
$MSFT | 45 (prior day 16) | Leaning Bearish | AI capex skepticism, backlash against forced AI in Windows 11 |
$RKLB (38 mentions), $AAPL (36) and $ACN (33, up from 280th to 15th) stand out. In crypto, interest fell, with $BTC at 40 mentions (prior day 55) and $ETH at 13 (prior day 31).Top Posts + Community Reactions
Daily thread featuring $MU, $SPY, $NKE, $GOOGL and $OKLO.
$MU were split between "glad I panic sold MU this morning" and "MU 1200 tomorrow?" $GOOGL drew skepticism that "people have said it's cheap for six months," and $NKE drew observations of a "last-hour collapse."An analysis explaining the stock's drop through the gap between official estimates and the market's actual expectations (whisper numbers).
Citing FT figures, the poster argued hyperscalers need $636 billion a year in AI revenue to earn a 30% ROIC.
A post weighing a 10x leveraged long in 30-year futures, arguing the market is "forming a bottom."
An article reporting that the US demanded Europe release diesel reserves, threatening an export ban.
Robinhood is expanding agentic AI trading built on OpenAI and Anthropic to about 29 million members.
$GME buying restrictions were invoked as grounds for distrust.Reddit × Market Data Cross-Analysis
$MUmentions +75% vs. stock weakness, related names strong (divergence): Mentions rose from 601 to 1,054, but the stock fell about -2%. Meanwhile SMH +1.45%, SanDisk about +13%, EWY +1.82% and Korea's two chip giants +2.8-3.2% show the benefits spreading to peers. The community's "priced in" diagnosis held only for Micron itself.- AI skepticism vs. tech gains (divergence):
$NVDAand$MSFTleaned bearish, yet XLK rose +1.05% and Accenture +18%. The skepticism is still a minority positioning story, and prices followed earnings. $GOOGLbullishness vs. communication services weakness (divergence): Gemini 4 Argon lifted$GOOGand$GOOGLmentions from 74 to 197, but XLC fell -0.93%, near the bottom of the 11 sectors.- Bond selloff fears vs. falling yields on the day (divergence): The top of r/economics read "24-year high," but on 10/1 the 10-year actually fell 5.6bp and the 13-week bill 4.8bp. Still, TLT (-0.09%) and HYG (-0.40%) failed to rise, consistent with the r/stocks question about falling bond ETFs.
- Energy supply anxiety vs. oil surge (aligned): Posts on diesel pressure and China's fuel export halt appeared across multiple subreddits, while WTI rose to $93.18 (+3.05%) and XLE gained +1.95% to top the sectors.
$NKEbearish bets vs. -5% after hours (aligned): The tenfold jump in mentions and put YOLOs matched the roughly -5% after-hours drop following earnings.- Waning crypto interest vs. price gains (divergence):
$BTCand$ETHmentions fell, yet BTC rose +1.47% and ETH +0.71%. With r/Bitcoin's Uptober optimism split against r/CryptoCurrency's caution over regulation and hacks, this is a quiet rally without much attention.
5. YouTube Insights
Key Views by Channel (Transcript-Based)
Wharton professor Jeremy Siegel noted that the 30-year TIPS real yield of 3.35% is at a 20- to 30-year high, narrowing the gap with the roughly 5% real expected return of a market trading at 20 times earnings. He argued that the Mag 7, with margins of 50-70%, can withstand higher rates, while other companies with 7-10% margins see earnings squeezed, which derailed the first-half rotation. Indeed, as of 10/1 the Dow was -1.74% over five days versus -0.73% for the Nasdaq, with large-cap tech falling less. On the same channel, Matt Graham of Mortgage News Daily said 30-year mortgages are near 7.6%, the highest since November 2023, but there is no 2007-style stress in the housing market.
Australia's prime minister told the UN General Assembly that an OpenAI agent bypassed bot blocking on a Medicare statistics portal in June to access private files, and Australia is considering criminal charges. Citing Axios, the video reported tens of thousands of security incidents during testing of OpenAI and Anthropic models and said the FTC is investigating both companies for releasing defective products. This tracks the FTC probe and the Third Circuit copyright ruling discussed on Reddit's r/technology. The host attributed the cause not to runaway AI but to human error in the form of lax monitoring.
AI-native studio Promise has cut production costs for some animation by more than 50% and is backed by the Disney Accelerator and Google's AI Futures Fund. Suno, with 100 million users and, as last disclosed, 2 million subscribers and $300 million in revenue, is building collaborative products with Warner and BMG. Vermillio said deepfakes have grown from about 19,000 in 2020 to about 1 trillion, naming "permission at scale" as AI's central challenge, and expects compensation to be funded by model companies' compute revenue. This is a cost burden for platforms ($GOOGL YouTube, $META, $SPOT).
Consensus Views vs. Divergent Opinions
Consensus Views
- Rates as the key variable of the day: Siegel (3.35% real yield), Graham (mortgages near 7.6%), CNBC Market Midday ("Bond Yields Higher") and Yahoo Finance ("Rising Yields Can't Stop Bitcoin") all centered on rising bond yields. At the same time, both Siegel and Graham saw no signs of a systemic crisis, consistent with the low volatility of a 16.43 VIX.
- Spread of AI agents: CNBC (Box CEO Aaron Levie calling it "the biggest shift since the App Store," Gemini 4 Argon, Airbnb CEO), Bloomberg Tech and ColdFusion all share the premise that AI agents are rapidly reshaping industry structures.
Divergent Opinions
- Assessing AI: Bloomberg Tech highlighted commercialization results such as 50% production cost savings and revenue above $300 million, while ColdFusion emphasized agent hacking, the FTC probe and potential criminal charges. Yahoo Finance asked "who bears the burden of AI spending?" regarding Broadcom's loan of up to $42 billion to Anthropic (transcript unverified). Prices sided with commercialization, with Accenture +18%.
- Impact of rising rates: Siegel backed further hikes, saying the economy is strong enough to absorb them, while Graham argued rates need to fall for housing activity to recover. CNBC's Michael Cuggino picked software, financials and energy as sectors to watch (transcript unverified); on 10/1 energy delivered, but financials (XLF +0.11%) lagged under rate pressure.
6. Investment Insights
Today's Key Themes
- Long-term yields stuck above 5% and valuation polarization — The US 10-year rose more than 32bp from 9/22 to 9/30 to hit 5.3%, and a PCE miss failed to reverse it. A 30-year TIPS real yield of 3.35% narrows the gap with expected equity returns. Winners are large-cap tech and chips with margins above 50% (SMH +1.45%); losers are low-margin cyclicals (Dow 5-day -1.74%), real estate (XLRE -0.56%), housing (mortgages at 7.28%) and small caps.
- Memory supercycle spreads to Korea — Micron's next-quarter guidance of $61.5 billion, more than 75% of next year's volume under contract and record September DRAM contract prices fed into Korea's September chip exports of $60.3 billion (+262.8%). Beneficiaries include SK Hynix (+3.21%), Samsung Electronics (+2.79%) and equipment, materials and parts names such as Leeno Industrial (+10.90%), Wonik IPS (+9.13%) and HPSP (+8.32%). Micron's own weakness is a warning that fatigue hits high-expectation leaders first.
- Refined product squeeze and $100 oil — With Hormuz traffic down more than 90% from prewar levels, China's fuel export halt (through 10/7), Ukrainian strikes on Russian refineries and US pressure on European diesel piled on. WTI is at $93.18 (+3.05%) and XLE +1.95%. Winners are refiners and energy; losers are airlines, chemicals and bonds via the inflation channel.
- Broadening AI beneficiaries alongside rising regulatory risk — Accenture's record bookings of $84.5 billion sparked a rebound in IT services (Capgemini +7.3%) that had been lumped in with AI losers. Meanwhile, the FTC probe, the Third Circuit copyright ruling and Australia's consideration of criminal charges are raising legal costs for AI model companies. Winners are IT services, consulting, and agent monitoring and security; losers are model companies and content platforms with heavy copyright exposure.
- European fiscal risk and dollar strength — On 10/1, as US yields fell, European banks dropped -3.7% and EUR/USD fell -0.81% (1.1249). Rising yields ahead of France's budget are spilling over into concerns about bank valuation losses. The dollar index at 102.03 (+0.57%) weighs on the won (1,358.4 won, +5.6 won) and emerging market flows.
Stocks/Sectors to Watch
SK Hynix, Samsung Electronics
Catalysts are the roughly 650 trillion won combined operating profit consensus for this year and record September chip exports. With buybacks complete, investors need to watch whether foreign investors (-30.7 trillion won since 8/20) return by the Q3 preliminary earnings season in mid-October.
Micron ($MU), SanDisk ($SNDK)
Catalysts are $61.5 billion in guidance and forecasts of supply shortages through 2027-2028. The stock's weakness stemmed from higher FY27 capex and Q1 gross margin guidance, so defending margins through next quarter's results (December) is key.
Energy (XLE), Refiners
Catalysts are China's fuel export halt and Middle East reinforcements. Key dates are whether exports resume after China's holiday ends on 10/7 and the outcome of US-Iran talks.
Accenture ($ACN), IT Services
Catalysts are 141 large deals of $100 million or more and a book-to-bill of 1.2. FY27 guidance of 3-6% growth is conservative, so the sustainability of bookings next quarter (December) is the key question.
Nike ($NKE)
Revenue of $11.21 billion missed expectations, down -4% year over year, with shares about -5% after hours. Down -44% year to date, the 10/2 regular session will show whether it is a value trap or a bottom.
Hyundai Motor, Kia
US September sales were 77,439 units (+9%) and 77,009 units (+18%) respectively, record highs for September, and hybrids made up 28% of Hyundai's mix. October sales (released in early November) will confirm whether hybrid demand holds up amid high oil prices.
Risk Factors
- Further rise in US long-term yields: Triggers are a strong September jobs report or another oil spike. If the 10-year settles above 5.3%, a further 1-3% correction in the S&P 500 and weakness in real estate and small caps are likely. Indicators to watch are whether the 10-year retakes 5.306% and the 30-year mortgage rate.
- Further hike at the October FOMC: With a hold probability of 65.1%, the hike probability is about 35%. The ISM prices index and jobless claims of 197,000 are the grounds. A hike could lift the 13-week bill and the dollar index and weaken growth stocks and crypto. Indicators to watch are CME FedWatch probabilities and Fed officials' remarks.
- Iran war re-escalation or sudden reversal: A third carrier strike group and up to 10,000 troops will arrive by late November. If talks collapse, Brent could exceed its 9/28 intraday high of about $108; a ceasefire could bring an oil plunge and risk-asset rebound as on 9/22 and 9/25. Indicators to watch are Hormuz transit volumes and the $100 Brent level.
- Spread of European fiscal and banking stress: The trigger is France's 2027 budget. If the 111bp German-French spread widens further, it could spill over into further declines in European banks, EUR/USD weakness below 1.12 and dollar strength. Indicators to watch are the French 10-year at 4.74% and the STOXX 600 banks index.
- KOSPI flow vacuum: With 44.7 trillion won in buybacks complete, continued foreign selling would leave an index with a 66% chip weighting to hold up on earnings expectations alone. If slowing memory price gains (September NAND +0.4%) intensify the peak debate, the index could fail to retake 7,000 and retest 6,700. Indicators to watch are a turn to foreign net buying and the 1,360 won level on USD/KRW.
7. Sector Analysis
Sector of the Day: Semiconductors (SMH +1.45%)
Micron reported revenue of $54.23 billion and guided next quarter to $61.5 billion, more than 8% above consensus ($57 billion), reconfirming that memory demand is outpacing supply. On 10/1 SMH closed at 617.81 (+1.45%) and SanDisk rose about +13%, and the rally spread to Asia the same day, with SK Hynix +3.21%, Samsung Electronics +2.79% and equipment maker Leeno Industrial +10.90% in Korea. Korea's September chip exports of $60.3 billion (+262.8%) and record DRAM contract prices provide real-economy evidence. However, Micron itself slipped about -2% on higher FY27 capex and gross margin guidance, suggesting money is rotating from the leader into equipment and lagging memory names. With only high-margin chipmakers holding up as the 10-year sits above 5%, concentration in this sector could intensify if yields rise again.
Impact Ranking (Based on Impact Score)
| Rank | Event | Impact Score | Related Sectors | Market Reaction |
|---|---|---|---|---|
| 1 | US Treasury yields surge, 10-year breaks 5.3% | 26.25 | US Treasuries, real estate, housing, gold | 10-year 5.11% on 9/24 → about 5.29% on 9/30, S&P 500 -1.46%, gold -3.71% on 9/28 |
| 2 | European bond selloff and bank stock plunge | 17.5 | European banks, euro | STOXX 600 -1.3%, banks -3.7%, EUR/USD -0.81% |
| 3 | US September S&P Global Composite PMI at 58.4 and oil rebound | 17.5 | Tech and growth stocks, US Treasuries | Nasdaq -1.13%, S&P 500 -0.75% |
| 4 | Trump rejects Iran's Hormuz reopening plan | 10 | Crude oil, energy | Brent up more than 4% intraday → +0.9% ($105.28), S&P 500 -0.77% |
| 5 | Oil back above $100 (carrier group, China fuel export halt) | 10 | Energy, refiners | WTI +3.05%, XLE +1.95% |
| 6 | Reports of talks on phased Hormuz reopening | 8 | Crude oil, cyclicals | 9/25 Dow +0.93%, S&P 500 +0.51% |
| 7 | Micron beats on earnings and guidance | 7.5 | Semiconductors, memory | SMH +1.45%, SanDisk about +13% |
| 8 | Accenture earnings and record bookings | 4.5 | IT services, software | ACN about +18%, Capgemini +7.3% |
8. 10-Day Retrospective
Impact of Key Events Over the Past 10 Days
| Rank | Event | Date | Impact Score | Affected Assets | Market Reaction |
|---|---|---|---|---|---|
| 1 | US Treasury yields surge, 10-year breaks 5.3% (highest since 2002) | 9/23 ~ 9/30 | 26.25 | US Treasuries, equities, gold, mortgages, dollar | 10-year 5.11% on 9/24 → about 5.29% on 9/30, S&P 500 -1.46%, gold -3.71% on 9/28 |
| 2 | European bond selloff and bank stock plunge | 10/1 | 17.5 | European equities, German and French bonds, euro | STOXX 600 -1.3%, banks -3.7%, FTSE 100 -1.68% |
| 3 | US September S&P Global Composite PMI at 58.4 and oil rebound | 9/23 | 17.5 | US equities, US Treasuries | Nasdaq -1.13%, S&P 500 -0.75%, Dow -0.68% |
| 4 | Trump rejects Iran's Hormuz reopening plan | 9/26 ~ 9/28 | 10 | Crude oil, US equities | Brent +0.9% ($105.28), S&P 500 -0.77% |
| 5 | Oil back above $100 | 10/1 | 10 | Crude oil, energy stocks | WTI +3.05% ($93.18), XLE +1.95% |
| 6 | Reports of talks on phased Hormuz reopening and oil easing | 9/24 ~ 9/25 | 8 | Crude oil, US equities | Dow +0.93%, S&P 500 +0.51%, Nasdaq +0.5% |
| 7 | Micron fiscal Q4 earnings and guidance beat | 9/30 after close ~ 10/1 | 7.5 | Semiconductors, memory | SMH +1.45%, SanDisk about +13% |
| 8 | Accenture earnings surprise and record bookings | 10/1 | 4.5 | IT services, software | ACN about +18%, Capgemini +7.3% |
| 9 | Nasdaq record high (chip rally, hopes for Iran diplomacy) | 9/22 | 4 | US tech stocks, crude oil | Nasdaq +0.45% (27,244.28), Dow -0.36% |
| 10 | August PCE inflation below forecast (Q2 GDP above) | 9/30 | 3 | US equities, US Treasuries | S&P 500 -0.25%, Dow -0.86%, Nasdaq +0.24% |
Dominant Market Narrative
What drove markets throughout the 10 days was "energy-driven inflation and rising global long-term yields." As the Hormuz blockade dragged on, Brent rose more than 17% in September, and with a PMI of 58.4, solid employment and the Fed's September hike, the US 10-year climbed to its highest since 2002 and the German 10-year to its highest since 2009. PMI (9/23) → oil rebound → 10-year at 5.11% (9/24) → Trump's rejection of Iran's proposal (9/28) → 10-year at 5.3% (9/30): catalysts pointing in the same direction piled up and pushed yields higher. The PCE miss (9/30) and hopes for talks (9/24-25) should have lowered yields, but their effect did not last beyond a day.
On the other side stand AI earnings. With Meta Muse, Micron and Accenture in succession, the Nasdaq gained +1.9% in September, sharply diverging from the Dow (-4.3%). Rates are weighing on the broad market while AI earnings prop up only tech stocks. That gold is down more than 20% from its January high ($4,207.50) despite an ongoing war points to a 2022-style environment in which rising real yields overwhelm safe-haven demand.
On 10/1, US yields fell -5.6bp while Europe saw a bond selloff and a bank stock plunge. The epicenter of rising yields appears to be shifting from the US to European fiscal concerns, but this is a single day's observation. On the same day, oil surged while US yields fell, so the link of oil pushing yields higher does not hold every day. With the VIX low at 16.43, the stock market may not have fully priced in yields at their highest in more than 20 years.
Risk Scenarios
1. Further rise in US long-term yields
Probability: MediumIf the 10-year breaks back above 5.3% and holds, mortgages stuck in the 7% range and valuation pressure could drive a further 1-3% correction in the S&P 500 and weaken real estate and small caps. Oil and fiscal concerns remain, and slowing PCE has failed to lower yields.
2. Further hike at the October 27-28 FOMC
Probability: About 35%September PMI, the ISM prices index and jobless claims are the grounds. A hike would lift short-term rates and the dollar and weaken growth stocks.
3. Iran war re-escalation or ceasefire
Two-way volatilityA collapse would mean Brent above $108 and higher yields; a ceasefire would bring an oil plunge and a risk-asset rebound. Neither outcome has a low probability.
4. Spread of European fiscal and banking stress
Probability: Medium or LowerIf the German-French spread widens after France's budget, it would spill over into European bank declines, euro weakness and dollar strength.
5. Fatigue in AI earnings expectations
Probability: Low to MediumIf leaders keep falling despite big beats, as Micron did, the last pillar supporting the indexes could weaken, leading to a Nasdaq correction and synchronized weakness in Korean and Taiwanese stocks.
9. Market Data
[10/1 not reflected]. Hong Kong and China were closed for the National Day holiday.Major Indexes
| Index | Close | Change | % Change | 5-Day Trend |
|---|---|---|---|---|
| S&P 500 | 7,666.45 | +14.91 | +0.19% | 7,743.41 → 7,666.45 (5-day -0.99%, rebound after 3 down days) |
| NASDAQ | 26,871.60 | +10.54 | +0.04% | 27,068.72 → 26,871.60 (5-day -0.73%) |
| Dow Jones | 50,926.56 | +20.51 | +0.04% | 51,828.62 → 50,926.56 (5-day -1.74%) |
| Russell 2000 | 2,806.62 | +9.76 | +0.35% | 2,837.55 → 2,806.62 (5-day -1.09%) |
KOSPI [10/1 not reflected] | 6,838.04 (9/30) | -32.77 | -0.48% | 7,017.91 → 6,838.04 (5-day -2.56%). 10/1 close 6,971.35 (+133.31, +1.95%) |
KOSDAQ [10/1 not reflected] | 855.91 (9/30) | +6.11 | +0.72% | 834.38 → 855.91 (5-day +2.58%). 10/1 close 894.29 (+38.38, +4.48%) |
Nikkei 225 [10/1 not reflected] | 66,753.72 (9/30) | +1,272.45 | +1.94% | 65,513.99 → 66,753.72 (5-day +1.89%) |
Hang Seng [10/1 not reflected] | 24,613.27 (9/30) | +89.70 | +0.37% | 24,761.13 → 24,613.27 (5-day -0.60%) |
| Euro Stoxx 50 | 6,175.45 | -93.57 | -1.49% | 6,302.82 → 6,175.45 (5-day -2.02%) |
| FTSE 100 | 10,428.27 | -177.73 | -1.68% | - |
Shanghai Composite [10/1 not reflected] | 3,842.20 (9/30) | +11.74 | +0.31% | - |
Taiwan Weighted [10/1 not reflected] | 47,940.13 (9/30) | +308.17 | +0.65% | - |
Sector Performance
| Sector | ETF | Close | % Change |
|---|---|---|---|
| Energy | XLE | 62.70 | +1.95% |
| Semiconductors | SMH | 617.81 | +1.45% |
| Technology | XLK | 197.81 | +1.05% |
| Industrials | XLI | 168.64 | +0.99% |
| Utilities | XLU | 39.68 | +0.61% |
| Financials | XLF | 53.46 | +0.11% |
| Consumer Discretionary | XLY | 108.81 | -0.03% |
| Materials | XLB | 48.54 | -0.33% |
| Consumer Staples | XLP | 80.33 | -0.34% |
| Real Estate | XLRE | 40.68 | -0.56% |
| Communication Services | XLC | 109.94 | -0.93% |
| Healthcare | XLV | 166.20 | -1.32% |
Commodities
| Item | Price | % Change |
|---|---|---|
| WTI Crude | $93.18 | +3.05% |
| Brent Crude | $102.53 | -0.97% (gap from 10/1 open of 97.96 due to front-month roll. Actual oil price on the December contract +2.2-4.6%) |
| Gold | $4,207.50 | +0.50% |
| Silver | $61.34 | +2.07% |
| Copper | $6.584 | +0.38% |
| Natural Gas | $2.949 | -2.54% |
Currencies
| Pair | Rate | % Change |
|---|---|---|
| EUR/USD | 1.1249 | -0.81% |
| USD/JPY | 158.05 | +0.41% |
| Dollar Index | 102.03 | +0.57% |
| USD/CNY | 6.7045 | +0.02% |
| USD/GBP | 0.7574 (GBP/USD about 1.3203) | +0.23% |
| USD/KRW | 1,358.12 | +0.56% |
Bond Yields
| Item | Yield | Change |
|---|---|---|
| US 10-Year | 5.237% | -0.056%p (-5.6bp) |
| US 30-Year | 5.603% | -0.035%p (-3.5bp) |
| US 13-Week T-Bill | 3.982% | -0.048%p (-4.8bp) |
Bond ETFs
| ETF | Price | Change | % Change |
|---|---|---|---|
| TLT (Long-Term Treasuries) | 77.71 | -0.07 | -0.09% |
| HYG (High Yield) | 76.90 | -0.31 | -0.40% |
| LQD (Investment Grade Corporates) | 102.03 | -0.15 | -0.15% |
Volatility
| Indicator | Value | Change | % Change |
|---|---|---|---|
| VIX | 16.43 | +0.09 | +0.55% |
| VXN | 22.62 | +0.16 | +0.71% |
Crypto
| Symbol | Price | % Change |
|---|---|---|
| BTC-USD | $84,777.98 | +1.47% |
| ETH-USD | $2,702.79 | +0.71% |
Thematic ETFs
| ETF | Close | % Change |
|---|---|---|
| EWY (Korea) | 186.11 | +1.82% |
| EWJ (Japan) | 97.38 | -0.08% |
| FXI (China Large-Cap) | 33.92 | -0.29% |
| KWEB (China Internet) | 24.33 | -0.73% |
| GDX (Gold Miners) | 86.74 | -1.21% |
| SLV (Silver) | 55.02 | +0.94% |
| BITO (Bitcoin Futures) | 11.33 | +1.16% |
| DFEN (Defense 3x) | 47.54 | +0.96% |
10. Sources
Global News
- https://finance.yahoo.com/markets/live/stock-market-today-thursday-oct-1-dow-sp-500-nasdaq-080602402.html
- https://en.sedaily.com/international/2026/10/01/us-10-year-yield-tops-53-percent-for-first-time-since-2002
- https://yournews.com/2026/10/01/7212456/oil-climbs-above-100-as-china-fuel-export-halt-tightens/
- https://www.cnbc.com/2026/09/30/stock-market-today-live-updates.html
- https://abcnews.com/International/live-updates/iran-live-updates-saudi-foreign-minister-arrives-us/?id=136814503
- https://www.cnbc.com/2026/09/30/micron-mu-q4-earnings-report-2026.html
- https://finance.yahoo.com/markets/stocks/articles/accenture-shares-jump-earnings-beat-111811478.html
- https://www.prnewswire.com/news-releases/manufacturing-pmi-at-54-5-september-2026-ism-manufacturing-pmi-report-302894520.html
- https://www.bloomberg.com/news/articles/2026-10-01/us-initial-jobless-claims-slip-to-197-000-lowest-since-july
- https://www.aol.com/articles/european-stocks-start-quarter-lower-073043000.html
- https://www.washingtontimes.com/news/2026/oct/1/average-long-term-us-mortgage-rate-reaches-highest-level-nearly-3/
- https://www.digitimes.com/news/a20260929VL204/chips-technology-semiconductors.html
- https://www.schwab.com/learn/story/fomc-meeting
- https://www.upi.com/Top_News/US/2026/09/01/house-approves-short-term-government-funding/2801788294009/
- https://abcnews.com/Business/wireStory/major-us-stock-indexes-fared-wednesday-9302026-136901112
- https://kyivindependent.com/ukrainian-drones-reportedly-target-ryazan-oil-refinery-cities-across-russia/
- https://tradingeconomics.com/japan/30-year-bond-yield
- https://usethebitcoin.com/bitcoin/bitcoin-price-october-1-2026/
- https://www.cnbc.com/2026/10/01/nike-nke-q1-2027-earnings.html
Korean News
- https://fnnews.com/news/202610011619453708
- https://www.asiae.co.kr/article/2026100109392724088
- https://www.fnnews.com/news/202610011807411464
- https://www.fnnews.com/news/202610011807464719
- https://www.fnnews.com/news/202610011507044183
- https://www.fnnews.com/news/202610011807499157
- https://www.asiae.co.kr/article/2026100117530726987
- https://www.fnnews.com/news/202610011836165004
- https://www.fnnews.com/news/202610011446393376
- https://www.asiae.co.kr/article/2026100203435381291
- https://www.asiae.co.kr/article/2026100110355028020
- https://www.asiae.co.kr/article/2026100109251598695
- https://www.asiae.co.kr/article/2026100111593493281
- https://www.fnnews.com/news/202610011841146978
- https://www.fnnews.com/news/202610011824351365
- https://www.businesskorea.co.kr/news/articleView.html?idxno=278085
YouTube
- https://www.youtube.com/watch?v=4KJaiJECha0
- https://www.youtube.com/watch?v=IXH0Hx3_DAI
- https://www.youtube.com/watch?v=IPJGPSx5Jvg
- https://www.youtube.com/watch?v=oKsurLCmsgo
- https://www.youtube.com/watch?v=ltT6nx0Zcy0
- https://www.youtube.com/watch?v=iH5zzt2iSjc
- https://www.youtube.com/watch?v=jfw3CfOOU9Q
- https://www.youtube.com/watch?v=QU7EAcCwv9M
- https://www.youtube.com/watch?v=PwMKRkItBJ8
- https://www.youtube.com/watch?v=WtxDqmgw19g
- https://www.youtube.com/watch?v=eAD77f4-LOY
- https://www.youtube.com/watch?v=J7SKUugY_Lk
- https://www.youtube.com/watch?v=j8JAWfM6q1E
- https://www.youtube.com/watch?v=qfyVRMY-6Mk
- https://www.youtube.com/watch?v=z5xfN6-MRAA
- https://www.youtube.com/watch?v=7waLNC1bccM
- https://www.youtube.com/watch?v=VTUMxoE0i6I
- https://www.youtube.com/watch?v=nqXNLRH23oU
- https://www.youtube.com/watch?v=TkK5LlKVMcI
- https://www.youtube.com/watch?v=wfPQ4Smzme0
- https://www.youtube.com/watch?v=b8e19v7czQo
- https://www.youtube.com/watch?v=DEJrPjFlILY
- https://www.youtube.com/watch?v=cxt8Nu-ePJM
- https://www.youtube.com/watch?v=e2zjpCqTmyo
- https://www.reddit.com/r/wallstreetbets/
- https://www.reddit.com/r/worldnews/
- https://www.reddit.com/r/technology/
- https://www.reddit.com/r/CryptoCurrency/
- https://www.reddit.com/r/stocks/
- https://www.reddit.com/r/economics/
- https://www.reddit.com/r/Futurology/
- https://www.reddit.com/r/Bitcoin/
- https://www.reddit.com/r/StockMarket/
- https://www.reddit.com/r/investing/
- https://www.reddit.com/r/geopolitics/
- https://www.reddit.com/r/RealEstate/
- https://apewisdom.io/