To The Moon

Think investors should stay cautious with this shutdown over as it is uncertain times and read that is possibly another shutdown.

With the shutdown ending, the relief rally makes sense — liquidity is coming back — but I don’t see it as a new bull trend yet. Key macro issues like inflation, yields, and Fed uncertainty are still unresolved, so I’m cautious about chasing the first rebound. The Dow–tech divergence also signals that risk is being repriced. Mega-cap AI stocks remain expensive, and recent selling from SoftBank and big short positions against NVDA and PLTR suggest more volatility ahead. In contrast, blue chips and cyclicals look more stable in the near term as funds rotate. For the next month, I lean toward blue chips and cyclicals outperforming since they benefit most from liquidity returning without facing valuation stress. I’ll watch AI leaders for opportunities, but I prefer to wait for cleaner setups r

I will look to buy into some stocks that face a slide but nothing too shaky, then hold it for the long term. My risk appetite is not big enough to look at holding something like Tesla and trust it to deliver good value, over something like Apple. I think this period is a good chance to play the volatility though, for investors who have the experience, time and energy to keep a close eye on the ups and downs.

Agreed to both your comments. Must remind myself to stay calm. 😁

Nope. Wil not go into the post shutdown market bounce. Instead will stay on the side lines to observe a little longer to make a decision. No harm in more patience in this era.

The U.S. government’s longest-ever shutdown has finally come to a close.[Smile]Late Wednesday local time, the U.S. House of Representatives voted to pass a temporary funding bill, bringing an end to this record-breaking government closure. At 43 days in duration, it surpassed the previous longest shutdown record set nearly seven years ago.With this key macro uncertainty lifted ✅, U.S. stock index futures rallied sharply, with $S&P 500(.SPX)$ futures touching near 6,800 points — close to this year’s intraday high. Markets expect a strong opening after the resumption of trading.Yet beneath the optimism, a clear divergence emerges: blue chips like the Dow keep rising, while mega-cap tech stocks such as $NVID

The U.S. government’s longest-ever shutdown has finally come to a close.[Smile]Late Wednesday local time, the U.S. House of Representatives voted to pass a temporary funding bill, bringing an end to this record-breaking government closure. At 43 days in duration, it surpassed the previous longest shutdown record set nearly seven years ago.With this key macro uncertainty lifted ✅, U.S. stock index futures rallied sharply, with $S&P 500(.SPX)$ futures touching near 6,800 points — close to this year’s intraday high. Markets expect a strong opening after the resumption of trading.Yet beneath the optimism, a clear divergence emerges: blue chips like the Dow keep rising, while mega-cap tech stocks such as $NVID

With the shutdown ending, the relief rally makes sense — liquidity is coming back — but I don’t see it as a new bull trend yet. Key macro issues like inflation, yields, and Fed uncertainty are still unresolved, so I’m cautious about chasing the first rebound. The Dow–tech divergence also signals that risk is being repriced. Mega-cap AI stocks remain expensive, and recent selling from SoftBank and big short positions against NVDA and PLTR suggest more volatility ahead. In contrast, blue chips and cyclicals look more stable in the near term as funds rotate. For the next month, I lean toward blue chips and cyclicals outperforming since they benefit most from liquidity returning without facing valuation stress. I’ll watch AI leaders for opportunities, but I prefer to wait for cleaner setups r

I will look to buy into some stocks that face a slide but nothing too shaky, then hold it for the long term. My risk appetite is not big enough to look at holding something like Tesla and trust it to deliver good value, over something like Apple. I think this period is a good chance to play the volatility though, for investors who have the experience, time and energy to keep a close eye on the ups and downs.

Think investors should stay cautious with this shutdown over as it is uncertain times and read that is possibly another shutdown.

Nope. Wil not go into the post shutdown market bounce. Instead will stay on the side lines to observe a little longer to make a decision. No harm in more patience in this era.

Agreed to both your comments. Must remind myself to stay calm. 😁