Chrishust
05-08
1. The value of institutional holdings of shares relative to retail is decreasing over time which means that views on market movements is more important than $SPDR S&P 500 ETF Trust(SPY)$ holdings by institutions
2. $Advanced Micro Devices(AMD)$ $ARM Holdings(ARM)$ are both stable companies with long term earnings which have potential for future growth over time
3. The longer the us Iran war continues then the longer alternative supply routes have to develop and increase in volume over time, this reduces the impact of ending the war on the economy. Hot money will continue to be invested in $SPDR S&P 500 ETF Trust(SPY)$
Nasdaq 100 Breaks 30,000! How Do You Trade After New Highs?
The Nasdaq 100 breached the 30,000 milestone for the first time, driven by Micron's 18% surge, completing a doubling in under three years since the AI wave began in late 2022. The S&P 500 simultaneously hit an all-time high, with Tom Lee declaring the 'Mag-7 bear market officially over' as AI chips posted five consecutive days of gains as the primary driver of the breakout. Does the Nasdaq's first close above 30,000 mark a mid-cycle acceleration in the AI bull market — or is a reversal at this historic round-number level a risk worth watching?
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Comments

  • Ah_Meng
    05-10
    Ah_Meng
    The value of institutional holdings relative to retail is decreasing means that smart money are moving out, while retail comes in to hold the bag… when the bubble burst, guess who is there? Smart or dumb dollars? The history never repeats itself but it rhymes. Take heart to that implication… while the alternative supply routes will build up over time, it will take too long and can’t save the current worsening situation of supply squeeze…
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