Gu Fu Po
11-07

November could be the month when the bulls get their revenge… but I wouldn’t start popping champagne just yet! 🐂📈

October reminded investors that markets can climb the stairs and still fall out of the window. Hong Kong tech taking an 11% hit while US technology stocks stumbled is a timely reminder that even the biggest market darlings aren’t immune to reality.

But November has some fascinating catalysts: the US midterm elections, ANT’s IPO and, of course, NVIDIA — arguably the heartbeat of the AI investment revolution.

Here’s my investment takeaway: Don’t confuse seasonal optimism with a guaranteed rally. Elections can trigger volatility, IPO excitement can evaporate quickly, and even NVIDIA needs to justify its enormous expectations with earnings growth.

I’m watching three things:

* US elections: Will the result restore confidence or introduce fresh uncertainty?

* ANT’s IPO: Will investor enthusiasm translate into sustainable value?

* NVIDIA: Can AI demand continue supporting its premium valuation?

My strategy? Stay invested, keep some cash available, and be selective when volatility creates opportunities.

Remember, the market doesn’t ring a bell when a correction ends. It usually sends an invoice to those who got too comfortable.

November might reward the bulls — but disciplined investors should be ready for either direction. 🚀

How did the Hong Kong and US markets go in November? Focusing on the midterm elections, ANT's IPO, and Nvidia's performance!
Little tigers, the Hong Kong and US stock markets were a bit frustrating last October. US technology stocks experienced a significant sell-off, putting pressure on the Nasdaq. In Hong Kong stocks, the Hang Seng Tech Index fell by more than 11% in a single month, almost returning to the level before the start of the "924" rally. But as we enter November, the winds on Wall Street seem to be changing. Morgan Stanley has made a clear statement: the US stock market correction may be nearing its end, and November has always been one of the strongest months for US stocks. Since 1995, the S&P 500 has recorded gains of up to 80% in November. In this crucial window of opportunity for competition, the market's attention is focused on several key events. What certain opportunities lie hidden within these clues?
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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