1PC
05-11
📈 Nasdaq has surged for six straight weeks, powered by AI capex & the semiconductor super‑cycle. Valuations are now near historical highs, & next week’s BABA, Tencent & CSCO earnings will test if fundamentals can keep pace.
✨ My view: after such a run, I’d stay on the sidelines and wait for take‑profit opportunities rather than chase.[Miser] @JC888 @Barcode @Shyon @Barcode @koolgal @Aqa @DiAngel @Shernice軒嬣 2000
S&P and Nasdaq Keep Hitting New Highs: Time to Watch Out for Risks?
In the previous trading session, both the S&P 500 and the Nasdaq Composite reached intraday and closing all-time highs. Despite ongoing Middle East conflicts and oil prices remaining elevated — fueling investors’ inflation concerns — U.S. equities continued to climb. Looking ahead, investor Peter Mallouk believes chip stocks still have room to run. The current bull market is being supported by a handful of strong performers. Some warn that risks are rising, while others argue crowded trades could keep pushing higher. What’s your take?
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