Is it quiet again? Is it still the AI main theme of US stocks? Is it still the NASDAQ making new highs, and the S&P 500 in a long-term bull run? Is it still that NVIDIA’s orders are booming, and Microsoft, Amazon, Google, and Meta are all in a computing arms race? Is it still rate-cut expectations, looser liquidity, and a valuation reset for tech stocks? Is it still data centers, cloud computing, and AI applications surging across the board? Is it still semiconductors, software, SaaS, and cybersecurity taking turns to soar? Is it still the “seven giants” huddling together for warmth, with global capital allocating core assets? Is it still that US stocks always go up, and pullbacks are just golden buying opportunities? Chat messages are 999+ by the minute—so why doesn’t it keep surging as soon as I get on board? Did I crash it with one purchase? When I’m not around, you’re all buying cars, buying houses, and traveling all over the country and the world—how come I get on board and it drops hard? Is it really that much of a coincidence? Talk to me!

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