(8th May) The Silent Rally 90%-To The Moon - Tiger Brokers Online Investing Community - To The Moon

TheEquityBluprint

(8th May) The Silent Rally 90% Missed

The S&P 500’s late-day rebound yesterday wasn’t random—it could be traced to Trump’s comments about easing global chip restrictions, giving semiconductor stocks (and the broader tech sector) a much-needed boost. NVIDIA ($NVDA), a key AI bellwether, jumped to its highest level since late March on the news and i’m hopeful $NVDA to move up to $120-$122 though ARM’s (-6.8%) post-close warning reminded us that not all tech names are out of the woods yet.

Key Takeaways from Wednesday’s Session

- Tech’s Policy-Driven Rebound: The chip-curbs discussion provided a catalyst for beaten-down semis, though selectivity remains critical (as ARM’s drop shows).

- FOMC Non-Event: The Fed’s unanimous vote and steady messaging reinforced the "wait and see" stance—but policy is in good place without new hawkish surprises, markets exhaled after.

- Treasuries Join the Rally: Falling yields (10-year below 4.5%) suggest growth is still intact.

What’s Next? A Path to 5,700+

The SPX’s showed strength to hold above 5,600 and push through 5,655 would signal the next leg up toward 5,700+, likely by early next week. Two tailwinds support this:

1. Technical Setup: The index is coiled after recent pause, with semiconductors ($SOXX) showing renewed leadership.

2. Macro Backdrop: Tariff uncertainties linger, but the Fed’s neutral tone and softer yields reduce near-term equity headwinds.

Bottom Line

With tech finding a bid, yields retreating, and the Fed on hold, the setup favors a grind higher into the week.

I just wanted to quickly share what we do—our analysts provide actionable market insights (macro/technical analysis) with daily market intel, real-time trade alerts and instituitional playbook to help traders and investors stay ahead and most importantly, be profitable.

As a reward to our readers, i’ll invite you to a 30-Day Free Trial. No pressure—see if it works for you! Claim this limited time offer here >> https://theequitybluprint.substack.com/a20f5cec

All-Time High vs. 20% Drop: Is Microsoft New Safe Haven Over Apple?

It’s not just yesterday. Microsoft has been on an impressive tear lately. After blowing past expectations in its Q1 earnings (which led to a 7.6% surge in a single day), the stock barely paused. No real pullbacks, just steady daily gains, the definition of “slow and steady wins the race.” However, Apple hovers at $200 and loses 20% YTD. In its latest WWDC, Apple delays Siri AI upgrade to Spring 2026. --------- Has the Throne of Stock King Been Taken by Microsoft? One Hits a New High, the Other Drops 20% — Which One Should You Buy Now?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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Microsoft has been on an impressive tear lately. After blowing past expectations in its Q1 earnings (which led to a 7.6% surge in a single day), the stock barely paused. No real pullbacks, just steady daily gains, the definition of “slow and steady wins the race.”\nHowever, Apple hovers at $200 and loses 20% YTD. In its latest WWDC, Apple delays Siri AI upgrade to Spring 2026.\n---------\nHas the Throne of Stock King Been Taken by Microsoft?\nOne Hits a New High, the Other Drops 20% — Which One Should You Buy Now?\n","image":"https://community-static.tradeup.com/news/b2abfea5c7f49bda628bebe22af9ebda"}],"images":[],"coverImages":[],"html":"<html><head></head><body><p>(8th May) The Silent Rally 90% Missed</p>\n<p>The S&amp;P 500’s late-day rebound yesterday wasn’t random—it could be traced to Trump’s comments about easing global chip restrictions, giving semiconductor stocks (and the broader tech sector) a much-needed boost. NVIDIA ($NVDA), a key AI bellwether, jumped to its highest level since late March on the news and i’m hopeful $NVDA to move up to $120-$122 though ARM’s (-6.8%) post-close warning reminded us that not all tech names are out of the woods yet.</p>\n<p>Key Takeaways from Wednesday’s Session</p>\n<p>- Tech’s Policy-Driven Rebound: The chip-curbs discussion provided a catalyst for beaten-down semis, though selectivity remains critical (as ARM’s drop shows).</p>\n<p>- FOMC Non-Event: The Fed’s unanimous vote and steady messaging reinforced the \"wait and see\" stance—but policy is in good place without new hawkish surprises, markets exhaled after.</p>\n<p>- Treasuries Join the Rally: Falling yields (10-year below 4.5%) suggest growth is still intact.</p>\n<p>What’s Next? A Path to 5,700+</p>\n<p>The SPX’s showed strength to hold above 5,600 and push through 5,655 would signal the next leg up toward 5,700+, likely by early next week. Two tailwinds support this:</p>\n<p>1. Technical Setup: The index is coiled after recent pause, with semiconductors ($SOXX) showing renewed leadership.</p>\n<p>2. Macro Backdrop: Tariff uncertainties linger, but the Fed’s neutral tone and softer yields reduce near-term equity headwinds.</p>\n<p>Bottom Line</p>\n<p>With tech finding a bid, yields retreating, and the Fed on hold, the setup favors a grind higher into the week.</p>\n<p>I just wanted to quickly share what we do—our analysts provide actionable market insights (macro/technical analysis) with daily market intel, real-time trade alerts and instituitional playbook to help traders and investors stay ahead and most importantly, be profitable.</p>\n<p>As a reward to our readers, i’ll invite you to a 30-Day Free Trial. No pressure—see if it works for you! Claim this limited time offer here &gt;&gt; https://theequitybluprint.substack.com/a20f5cec</p></body></html>","htmlText":"<html><head></head><body><p>(8th May) The Silent Rally 90% Missed</p>\n<p>The S&amp;P 500’s late-day rebound yesterday wasn’t random—it could be traced to Trump’s comments about easing global chip restrictions, giving semiconductor stocks (and the broader tech sector) a much-needed boost. NVIDIA ($NVDA), a key AI bellwether, jumped to its highest level since late March on the news and i’m hopeful $NVDA to move up to $120-$122 though ARM’s (-6.8%) post-close warning reminded us that not all tech names are out of the woods yet.</p>\n<p>Key Takeaways from Wednesday’s Session</p>\n<p>- Tech’s Policy-Driven Rebound: The chip-curbs discussion provided a catalyst for beaten-down semis, though selectivity remains critical (as ARM’s drop shows).</p>\n<p>- FOMC Non-Event: The Fed’s unanimous vote and steady messaging reinforced the \"wait and see\" stance—but policy is in good place without new hawkish surprises, markets exhaled after.</p>\n<p>- Treasuries Join the Rally: Falling yields (10-year below 4.5%) suggest growth is still intact.</p>\n<p>What’s Next? A Path to 5,700+</p>\n<p>The SPX’s showed strength to hold above 5,600 and push through 5,655 would signal the next leg up toward 5,700+, likely by early next week. Two tailwinds support this:</p>\n<p>1. Technical Setup: The index is coiled after recent pause, with semiconductors ($SOXX) showing renewed leadership.</p>\n<p>2. Macro Backdrop: Tariff uncertainties linger, but the Fed’s neutral tone and softer yields reduce near-term equity headwinds.</p>\n<p>Bottom Line</p>\n<p>With tech finding a bid, yields retreating, and the Fed on hold, the setup favors a grind higher into the week.</p>\n<p>I just wanted to quickly share what we do—our analysts provide actionable market insights (macro/technical analysis) with daily market intel, real-time trade alerts and instituitional playbook to help traders and investors stay ahead and most importantly, be profitable.</p>\n<p>As a reward to our readers, i’ll invite you to a 30-Day Free Trial. No pressure—see if it works for you! Claim this limited time offer here &gt;&gt; https://theequitybluprint.substack.com/a20f5cec</p></body></html>","text":"(8th May) The Silent Rally 90% Missed The S&P 500’s late-day rebound yesterday wasn’t random—it could be traced to Trump’s comments about easing global chip restrictions, giving semiconductor stocks (and the broader tech sector) a much-needed boost. NVIDIA ($NVDA), a key AI bellwether, jumped to its highest level since late March on the news and i’m hopeful $NVDA to move up to $120-$122 though ARM’s (-6.8%) post-close warning reminded us that not all tech names are out of the woods yet. Key Takeaways from Wednesday’s Session - Tech’s Policy-Driven Rebound: The chip-curbs discussion provided a catalyst for beaten-down semis, though selectivity remains critical (as ARM’s drop shows). - FOMC Non-Event: The Fed’s unanimous vote and steady messaging reinforced the \"wait and see\" stance—but policy is in good place without new hawkish surprises, markets exhaled after. - Treasuries Join the Rally: Falling yields (10-year below 4.5%) suggest growth is still intact. What’s Next? A Path to 5,700+ The SPX’s showed strength to hold above 5,600 and push through 5,655 would signal the next leg up toward 5,700+, likely by early next week. Two tailwinds support this: 1. Technical Setup: The index is coiled after recent pause, with semiconductors ($SOXX) showing renewed leadership. 2. Macro Backdrop: Tariff uncertainties linger, but the Fed’s neutral tone and softer yields reduce near-term equity headwinds. Bottom Line With tech finding a bid, yields retreating, and the Fed on hold, the setup favors a grind higher into the week. I just wanted to quickly share what we do—our analysts provide actionable market insights (macro/technical analysis) with daily market intel, real-time trade alerts and instituitional playbook to help traders and investors stay ahead and most importantly, be profitable. As a reward to our readers, i’ll invite you to a 30-Day Free Trial. No pressure—see if it works for you! 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