📈 US Market at All-Time Highs — Still More Room to Run? My Contrarian Take

Most retail investors are bracing for a pullback — but I’m taking a different view.

While a minor dip may come, I believe the market is headed even higher in the months ahead.

Let’s break it down 👇

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🔥 Current Sentiment: Too Many Waiting for a Crash

When everyone expects a correction, the market often does the opposite.

• AAII Bullish Sentiment: Still below historical average

• Retail Investors: Largely on the sidelines, fearing they’ll “buy the top”

• Put/Call Ratio: Elevated — showing hedging, not FOMO

Markets climb a wall of worry — not a wall of confidence.

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Why I’m Still Bullish — Even at All-Time Highs

1. Liquidity Tailwinds

Global liquidity is quietly expanding.

• Japan and China are adding stimulus

• US financial conditions have loosened

• Central banks may start cutting rates later this year

Liquidity expansion = fuel for equities.

2. Earnings Are Improving, Not Peaking

• Strong Q2 earnings beat from major tech names

• Forward EPS revisions are rising

• AI-related capex is starting to translate into margin expansion

Earnings growth + multiple expansion = sustainable rally.

3. Breakouts Usually Mean Continuation

Historically, when the S&P 500 breaks all-time highs after a long consolidation, it tends to grind higher over the next 3–6 months — not fall apart.

All-time highs are not ceilings — they’re launching pads.

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⚠️ What About Pullbacks?

Yes, a minor dip is possible — and healthy.

What could cause it:

• A surprise CPI or inflation spike

• A hawkish shift in Fed language

• Geopolitical headlines

But I expect any dip to be shallow (3–5%) and likely a buy-the-dip opportunity, not the start of a deeper correction.

Key support to watch:

• Nasdaq: 20,400 to 20,600

• S&P 500: 5,300 to 5,350

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💬 My Viewpoint

While many expect a crash, I’m leaning bullish.

Markets rarely reward the crowd.

This breakout is supported by:

• Strong earnings

• Rising forward guidance

• Expanding liquidity

• Cautious investor positioning

I believe we’ll continue higher with only minor, healthy dips along the way. Those pullbacks are chances — not threats.

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📌 My Strategy Going Forward

• Trim weaker names into strength

• Hold quality names in AI, software, and semiconductors

• Keep cash ready for any 3–5% dips

• Avoid panic — avoid chasing

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🚀 What’s Your Move?

Do you agree with this contrarian view — or are you still waiting for the big correction?

👇 Share your thoughts below. Let’s see what the Tiger community thinks!