Hot CPI Won't KILL This Market (Here's Why)

Описание: September CPI came in hot (3.7% vs 3.6% expected), Nasdaq sold off and CoreWeave's bonds flirted with 15%. Is this the AI bubble popping? Bonds, yields and my charts say no. Here's what I'm watching and why I'm not hitting the sell button.

• The 10-year spiked on CPI, then faded all day and closed lower. Bonds held up
• The real pain is in housing and labor, not tech being 4% off its highs
• CoreWeave: $36B market cap, bonds near 15%, and the CEO's "irrational" memo
• Why this isn't dot-com, and what would actually make me flip bearish
• My book: gold calls, BTC, ETH via BMNR, put hedges, and why Apple is the tell

Timestamps
0:00 Hot CPI, Market Freaks Out
2:21 The Real Pain: Housing
3:17 CoreWeave's 15% Bond Scare
4:36 Why Inflation Isn't the Story
5:24 This Isn't Dot-Com
8:11 My Positions: TLT to Gold
11:19 Data Center Moratoriums
13:24 My Book & My Process
16:05 Watch Apple
17:51 Trust the Process

Sources for on-screen data
CPI: BLS data via Yahoo Finance, Oct 14, 2026
10-year yield (^TNX), TLT, gold futures (GC=F), ITB, QQQ, S&P 500, CRWV, AAPL: Yahoo Finance
CoreWeave bond yields / Musk "Yikes": Benzinga via Yahoo Finance, Oct 14, 2026
CoreWeave CEO memo: Yahoo Finance and Invezz, Oct 14, 2026 · Share count: CoreWeave Form 10-Q (Jul 31, 2026)
Mortgage applications and rates: MBA weekly survey via Briefs, Oct 14, 2026
Pallone data center moratorium: E&E News, Jun 24, 2026 · Sanders/AOC data center pause: Al Jazeera, Mar 26, 2026

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Edited with help from Claude (AI). Emoji graphics: Twemoji by Twitter/X & contributors, CC-BY 4.0

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Disclaimers:
We generally already know this, but let's just get the formalities out of the way. The content of this video is provided as entertainment/educational information only and is not intended to provide investment or other advice. This material is not to be construed as a recommendation or solicitation to buy or sell any security, financial product, instrument, or to participate in any particular trading strategy. This video was prepared by Josh Bratcher in my own personal capacity as content for education under NoBellTrading LLC. The opinions expressed in this video are my own and do not reflect the view of CWR Private Client Group or any of our other affiliates. Now quit reading a disclaimer and enjoy the content!

#stocks #CPI #inflation #stockmarket #NBTEdge