Strong demand, analyst ratings & recent positive price movement have pushed the sentiment for NVDA to bullish. This suggests it is a potential buy-the-dip moment for long-term investors rather than a "sell-the-news" scenario.  So, while there could be a gap up opening, it is unlikely to be a sell the news. 

Trend since 1950 suggests an approximate 77% chance of +ve return during the santa claus rally - basically the last 5 trading days of Dec & first 2 of Jan & the S&P 500 tends to show an average 1.3% gain. So, yes I hope the positive trend continues 😀  I plan to focus on quality like always and pick any blue-chips with potential. One fad I want to consciously stay away from is bottom fishing.

$Micron Technology(MU)$  

$Micron Technology(MU)$  Have you bet on memory sector?: yes, I've been into this sector & am an firm believer of MU counter & its potential.  Is Micron's nvidia moment coming?: I think, like many analysts seem to echo, that MU's Nvidia like moment is now. However, I wish that we are only witnessing the trailer and the best is yet to come.

$Tesla Motors(TSLA)$   current valuation, with high P/E ratio of over 300x depends on critical assumptions about its future as a tech & AI player, rather than an automotive manufacturer. The current share price of ~$490 as of 16 Dec 2025 is driven largely by expectations for non-automotive ventures like Robotaxis & FSD.  Sustained high growth, margin expansion despite competition & leadership with strong execution will determine its future.

BoJ's recent and near future policy tightening, like interest rate hikes, can be expected to increase market volatility and could also lead to further falls in certain risk assets & cryptocurrencies in the near term. The potential for a significant market fall, however, is perhaps overplayed- it could be an episodic volatility rather than a systemic meltdown.  Much of the immediate impact of a potential Dec rate hike is already factored into current market prices, which could mitigate a sharp, immediate shock. What would be more important is the forward guidance and the pace of future hikes in 2026. Lastly, divergence between the BoJ's tightening policy and other central banks like the Fed, which might be cutting rates in 2026 is a key driver of current market dynamics.

What's the driver for gold prices over the next 12 months?: strong demand from central banks and investors, geopolitical risks & expectations for US Fed interest rate cuts should be the drivers in the next 12 months.  Do you view silver & gold's recent strength? Recent strong performance in both is driven by safe-haven demand and a weak US dollar. Silver may be expected  to beat gold in future due to its high industrial demand & supply deficits -  it may be much more volatile.  Will silver continue to outperform gold?: silver may be more volatile, but analysts predict it will continue to outperform gold in percentage terms, driven by both  industrial and investment demand. Gold-to-silver ratio remains high compared to historic levels, suggesting si

$Micron Technology(MU)$  

In the shoet term, while some positive seasonality and a rotation into value stocks might support certain parts of the market, the overall sentiment is cautious, with a high potential for volatility and further tech sector weakness. I believe in the long term potential of the AI & tech sectors but the overall climate now seems quite confusing given the geo-political situation and the uncertainty it has brought in. Therefore the need to conserve capital and tread with caution. 

I want to bring a slightly different flavour to this discussion. I'm reminded of 2 Hindi songs actually when I think of the markets. (1) Le jaaye jaane kahan hawaen, hawaen:  Roughly translates to "Where do the winds take me, winds?" from the 2017 movie Jab Harry Met Sejal. Honestly the markets moved about aimlessly and unpredictably like the wind. Truly a year of being carried higher by bullish sentiment despite geopolitical "winds" causing sharp swings. (2) the rather optimistic saying (not a song) I recall is: Rachna hai phir itihas "We must create history again" (by the famous Indian investor Vijay Kedia) as new records were repeatedly set throughout the year for selected counters at least.