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Palantir's AI fuels 137% commercial growth, but 200x P/E raises valuation alarms. Risk vs. reward?
China March official PMIs: Manufacturing 50.4 (exp 50) Non-manufacturing 50.1 (exp 49.9)
Ackman calls NLY 'stupidly cheap,' sees 10x upside. Stock up 2% after 30%+ surge.
QQQ's 8% dip may be a buy-the-dip chance. Tech P/E is reasonable, with strong AI-driven growth ahead.
ATMU drops 5.7% on Baird downgrade & oil fears. Still up 4.1% YTD, 16.8% below 52-wk high.
ALOY builds non-Chinese rare earth supply chain. Pentagon deadline looms, demand triples. High risk, high reward.
PBOC sets USD/ CNY central rate at 6.9194 (vs. estimate at 6.9209)
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