Memory and Neoclouds pretty green. Rest mostly red.
Disclosure: Have neocloud stocks, no memory stocks (use to have them 
)
Memory stocks continue its relentless rally (since late last year).
Neoclouds also green.
Bitcoin is about to test 200-day SMA.
Inference chips (AMD, ARM, INTC, AVGO) also rally.
Regrettably, I have only training chip (NVDA).
Have a small position in avgo.
Regrettably no position in mu or sndk.
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S&P above 7300. No sign of impending crash?
I just sold all my stocks (no tax as this IRA) and keeping cash mode expecting pull back 5-7 days.
No crash will come, but always healthy pull back for next 3-5 months or even more months as 30-Mar-2026 pull back was major.
Guess is : May be election time, we can see market goes to some correction side.
I stop here and do not want to comment further to create any bias.
It’s hard to imagine how S&P will stop rising when AI inference is gaining momentum.
The market is expanding from a narrow semi-bull run to a genuine bull market. Did I jinx it?
I take back these words, it is wrong as market went up too high with SPX 7500. Even this may go another ATH (no one knows how market behaves), but that will be last peak (if there is another ATH).
Market does not seem good, likely start up a recessionary slide. Careful on all risky bets, it may burn down. Safety is important.
JUST FYI: Bond market is cripping the economy and that is predicting something wrong.
Good Luck.
Is this the beginning of a correction, with a 10-20% decline from the all-time high (ATH), or is it just a consolidation, with a decline of less than 10% from the ATH?
Do you think this marks the start of a bear market?
Definitely not a consolidation. Likely be correction from from ATH may lead to bear market.
All these are guess work as bond yields went up crazily along with SPX market, that is not right.
It is hard for any one (including me) give confirmation as future is always unpredictable.
During this time, I just use day trading to add some extra cash to my account, but mostly stay cash mode.
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Inflation fear is back
Been a great week so far to trade put spreads on SOXL!
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Resumption of bull market?
Looks like resumption of bull market (guesswork) due to long weekend is coming. I was able to catch the TQQQ and SOXL - may be holding until next pullback if I could spot - and even today some 0DTE SPX calls.
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I stick to my buy n hold 
Slow and steady. Although it occasionally underperforms the broad market. Return certainly nowhere near the bullish narrative dominating the market today.
Here is the effect of 0DTE fun ! I spend 10-20 minutes of my time to win 0DTE with my algorithmic help.
BTW: Please do not try this as it involves high risk of blowing account with 0DTE. It extremely difficult for normal eyes to spot manually such changes.
Nice. I can’t do 0DTE
I’m waiting to close my SOXL call spreads tomorrow (should have similar gains). I played the volatility down last week and then up this week.
