The U.S. governmentâs 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 â , U.S. stock index futures rallied sharply, with $S&P 500(.SPX)$ futures touching near 6,800 points â close to this yearâs 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 $NVIDIA(NVDA)$ face pressure from large-scale sell-offs and short-selling moves.
So hereâs the question investors are asking this week:
đ Whatâs the real picture of the U.S. stock market right now? Should the investors jump on the bounce, or stay cautious amid sector splits?
This week, weâve selected insights from @Mickey082024 @Futures_Pro @JC888 @xc__ âhereâs what they have to say about the post-shutdown market outlook and potential opportunities.
đSpecial Notes: Whoever showed up on the âWhat the Tigers Sayâ column will receive 100 Tiger Coins and an exclusive interview invitation to honor your contribution.
1. @Mickey082024 Reopening Boost Meets High-Yield Headwinds: What Comes Next for Markets?
Key PointsïŒThe House may have passed the bill to reopen the government â and the market may have bounced â but the structural issues remain unchanged.
The relief rally is real. But it is not yet a sustainable bull run.
Is the pullback over? â No â macro forces suggest more volatility ahead.
Can the market rally continue? â Possibly, but fragile.
Is this a sell-the-news trap? â Partially. Investors should treat this rally cautiously.
The U.S. avoided a shutdown disaster, but breaking through the current macro ceiling requires more than just political compromise. It requires cooling inflation, lower yields, and a clearer Fed path â none of which are firmly in place.
For now, the marketâs message is simple:
Enjoy the relief rally â but donât trust it blindly.
2. @Futures_Pro Government Reopening: Why It Could Ignite the Next Leg of the U.S. Stock Rally
Key PointsïŒThe core logic can be summarized as a transmission chain of âliquidity return â rate stabilization â riskâappetite repair.â
During the shutdown, the Treasury absorbed substantial market cash and squeezed system reserves; once the government reopens, those funds could rapidly flow back from the Treasury General Account into markets, functioning as a stealth, targeted liquidity injection that props up Treasuries, repairs credit spreads, and lifts equity valuation capacityâthereby pushing U.S. stocks higher. This is why reopening releases liquidity and improves risk assetsâ bid.
Once the government restarts, the Treasury is no longer constrained by shutdown accounting, and high TGA balances can flow back into the financial system and the real economy, driving a sharp liquidity boostâa very shortâterm QEâlike effect.
Government reopening is the master switch for a nearâterm equity advance. If megaâcap AI credit spreads widen again, U.S. equities could still correctâor even mark a top.
3. @JC888 Shutdown Ends - Dow Up, NVDA Down.
Key PointsïŒThe end of US government shutdown will ease things a bit, and US economy heading towards a recession - is imminent.
Lately, tech stocks have come under pressure as investors fear a bubble that could burst.
This is because US market at the moment, is incredibly pricey from a valuation standpoint and lots of âvaluationâ has largely been driven by hype centered around AI, said Analyst - Daniel Jones said.
Short seller Michael Burry betting $1.1 billion against $NVIDIA(NVDA)$ and $Palantir Technologies Inc.(PLTR)$ contributed to US market volatility.
Believe it or not, $Softbank Corp.(SOBKY)$ sale of its entire Nvidiaâs stake as reported on Tue, 11 Nov 2025 for $5.83 billion further added to Nasdaqâs woes.
Any disconnect between US market moving higher and US economy worsening will almost certainly break in favour of the economy.
Resulting in a decline in US market at worst OR a flatlining for an extended period at best.
4. @xc__ đ AI Avalanche & Dow Dynasty: Unlock Today's Market Gold Rush Before It Peaks! đ„
Key PointsïŒMarkets exhale as fiscal fog lifts, boosting industrials and cyclicals. Expect volatility spikes if it seals the deal.
Wall Street's firing on all cylinders as the Dow smashes through 48,000 for a historic close, shrugging off tech jitters with a 0.7% surge. But beneath the blue-chip glow, AI titans are stealing the spotlightâthink explosive rallies in niche players while heavyweights like Palantir and Oracle dip 4% each on profit-taking. Tesla's nursing a 2% bruise amid EV whispers, yet the broader tape screams opportunity: S&P and Nasdaq futures dip lightly, but Nvidia and AMD are turbocharging tech with AI fever. Globally, Nifty eyes 26,000 resistance in a bullish sprint, while India's heavy hitters like Tata Steel and SBI gear up for earnings fireworks. Buckle upâthis shutdown saga's finale could unleash fireworks! đ
[Thinking]Questions for you:
Do you plan to buy into the post-shutdown market bounce â or will you stay on the sidelines due to sector divergence and lingering macro risks?
Among blue chips, AI giants, and cyclicals, which sector do you think will outperform in the next month, and why?
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â°Duration
24 Nov. (24pm EDT)
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Comments
The Dowâtech 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. Iâll watch AI leaders for opportunities, but I prefer to wait for cleaner setups rather than buying immediately into this bounce.
@TigerClub @TigerStars @Tiger_comments
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.