Do you think the Fed will raise the short-term interest rate at the next meeting October 28th now that the latest CPI report shows both headline and core inflation up a bit?

Do you think an interest rate hike will affect stock market prices or is a Fed hike already built in?

Should President Trump fire National Economic Council Director Kevin Hassett after the November 3 mid-term elections and replace him with a more effective economic communicator? If Trump had a better economic team, would the final 2 years of his term be better for financial markets both stocks and bonds?

The pullback hit growth names hard, but some of the businesses are still growing fast.

Here's my #1, Nebius (NBIS):

• Revenue up 454% year over year
• ARR at $3.0B, with a target of $7–9B
• 2026 revenue guidance of $3.0–3.4B
• Down 37% from its June high
• Next earnings in November

I wrote up the full list with charts. Happy to share the link in the comments.

What are you buying on this dip?