Chaos & Conviction: Fed Gets Booed, China Confuses, & Tech Giants Go "All In" on AI

Hey brilliant investors, Thursday served up a classic market cocktail: a dash of central bank drama, a twist of confusing economic data, and a double shot of tech insanity. Let’s break down what moved the needles.

1️⃣ The Fed’ "Not Enough" Show

The FOMC left rates unchanged (3.50%-3.75%), but the real story was the noise. Critics blasted the move as insufficient, with some even throwing insults at Chair Powell. A split vote and a halt to Quantitative Tightening signal a clear dovish tilt. Are they scared of something the market isn't pricing in yet?

2️⃣ China’s Economic Schizo-Moment

November data was a head-scratcher. CPI hit a 21-month high (+0.7%), but PPI deflation deepened (-2.2%). Consumers are seeing mild inflation, but factories are drowning in weak demand and deflation. What’s the real story here—recovery or stagnation?

3️⃣ Tech’s AI Gambit Gets Wilder

• Oracle ($Oracle(ORCL.US)) Plunged 10% AH after missing revenue/cloud estimates. The shocker? They’re ramping CAPEX to a massive $12B last quarter for AI infra. Betting the farm?
• Meta ($Meta Platforms(META.US)) did a full strategic pivot, shifting from open-source to closed, monetizable AI ("Avocado"). They're even training it using external models like Alibaba's "Owen." Beat EPS, but soaring costs worried investors.
• And hanging over it all: that $600B US AI infrastructure investment plan floating around. The arms race is now a space race.

📈 HKMA, as expected, shadowed the Fed with a 25bps hike, keeping its currency peg stable. No surprises there.

👉 Your Turn: Which of today’s developments is the biggest buy or sell signal for you? Are you backing the AI hype with your portfolio, or sitting it out?

Drop your takes below! Let’s get sharp.

🤫 Ps: 100 Task Coins are waiting for you!