Market volatility has surged d

Market volatility has surged due to President Trump's tariff threats against China, reviving fears of a renewed trade war and market correction.

Despite elevated valuations and AI bubble concerns, I believe we are in the early stages of a multi-year AI infrastructure buildout, not an imminent bust.

Recent fear indicators and price action suggest we are not near a market bottom, but growth stocks could break out unless trade tensions escalate much further.

I am prepared to revise more stocks into the Buy zone and become more aggressive with Buy ratings if a steeper selloff presents attractive opportunities.

25bps Rate Cut! Will Market Fresh New Highs Ahead of China–US Summit?

The Federal Reserve cut interest rates by 25 basis points as expected and announced the end of quantitative tightening (QT). Powell stated that a rate cut in December is by no means a done deal. Trump tweets that "a great trip" in Asia. This week, the US stock market hit new highs with Nvidia offering super boost. Meanwhile, gold also rebounds back to $4000. ---------- Will the market rally together with gold? Is gold bull market back and pullback ending? What's your view at this point?

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