May was a great month for the

May was a great month for the market, but the rally looks increasingly concentrated. While the $NASDAQ(.IXIC)$ gained over 8%, only a small percentage of stocks made new highs. I'm staying selective and focusing on companies with strong earnings and AI exposure rather than chasing momentum.

The retail frenzy in South Korea is remarkable, but I believe the memory story is backed by real fundamentals. $CSOP SK Hynix Daily (2x) Leveraged Product(07709)$ $CSOP Samsung Electronics Daily (2x) Leveraged Product(07747)$ , and $Micron Technology(MU)$ remain key beneficiaries of rising AI infrastructure spending and growing demand for HBM.

For June, I favor the memory and HBM super-cycle. NVIDIA's results continue to show strong AI demand, and memory remains one of the most important components powering the next wave of AI growth. Any pullback in quality AI names would be an opportunity for me to accumulate more shares.

@TigerStars @TigerClub @WallStreet_Tiger @Tiger_comments

May Recap: Nasdaq New Highs, Will Global Frenzy Carry into June?

US stocks climbed steadily through May and closed the month at fresh record highs. $S&P 500(.SPX)$ finished +5.15%, closing at 7,580 (intraday high 7,599); $NASDAQ(.IXIC)$finished +8.36%, closing at 26,972 (high 27,095); and $NASDAQ 100(NDX)$crossed 30,000 for the first time, closing at 30,333. AI/tech led again. Did you beat the index in May? A healthy bull, or a few leaders propping up a hollow top? Which direction do you favor for June?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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","winRationPercentage":69.565217,"tradeVolumeEst":0},"themes":[{"themeId":"247791de8ae447c7a4a45264a4d05bd9","categoryId":"7cbb30544f7e4946acd0f699136a7d66","name":"May Recap: Nasdaq New Highs, Will Global Frenzy Carry into June?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":247791de8ae447c7a4a45264a4d05bd9}&rnconfig={\"headerBarHidden\": true}","description":"US stocks climbed steadily through May and closed the month at fresh record highs. $S&P 500(.SPX)$ finished +5.15%, closing at 7,580 (intraday high 7,599); $NASDAQ(.IXIC)$finished +8.36%, closing at 26,972 (high 27,095); and $NASDAQ 100(NDX)$crossed 30,000 for the first time, closing at 30,333. AI/tech led again.\n\n\nDid you beat the index in May?\nA healthy bull, or a few leaders propping up a hollow top?\nWhich direction do you favor for June?","image":"https://community-static.tradeup.com/news/f7246f0731fd8b67d84ed683763470c2"}],"images":[{"img":"https://community-static.tradeup.com/news/145fc7cf62b2890313c18352f097aef8"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/145fc7cf62b2890313c18352f097aef8"}],"title":"","html":"<html><head></head><body>May was a great month for the market, but the rally looks increasingly concentrated. While the<a href=\"https://ttm.financial/S/.IXIC\"> $NASDAQ(.IXIC)$ </a>gained over 8%, only a small percentage of stocks made new highs. I'm staying selective and focusing on companies with strong earnings and AI exposure rather than chasing momentum.\n\nThe retail frenzy in South Korea is remarkable, but I believe the memory story is backed by real fundamentals. <a href=\"https://ttm.financial/S/07709\"> $</a><a href=\"https://ttm.financial/S/07709\">CSOP</a><a href=\"https://ttm.financial/S/07709\"> SK Hynix Daily (2x) Leveraged Product(07709)$ </a> <a href=\"https://ttm.financial/S/07747\"> $</a><a href=\"https://ttm.financial/S/07747\">CSOP</a><a href=\"https://ttm.financial/S/07747\"> Samsung Electronics Daily (2x) Leveraged Product(07747)$ </a>, and <a href=\"https://ttm.financial/S/MU\"> $Micron Technology(MU)$ </a> remain key beneficiaries of rising AI infrastructure spending and growing demand for HBM.\nFor June, I favor the memory and HBM super-cycle. NVIDIA's results continue to show strong AI demand, and memory remains one of the most important components powering the next wave of AI growth. Any pullback in quality AI names would be an opportunity for me to accumulate more shares.\n<a href=\"https://ttm.financial/U/9000000000000149\"> @</a><a href=\"https://ttm.financial/U/9000000000000149\">TigerStars</a><a href=\"https://ttm.financial/U/9000000000000149\"> </a><a href=\"https://ttm.financial/U/3527667671414981\"> @TigerClub </a><a href=\"https://ttm.financial/U/9000000000000419\"> @WallStreet_Tiger </a><a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><t-t type=\"img\" src=\"https://community-static.tradeup.com/news/145fc7cf62b2890313c18352f097aef8\"></t-t></body></html>","htmlText":"<html><head></head><body>May was a great month for the market, but the rally looks increasingly concentrated. While the<a href=\"https://ttm.financial/S/.IXIC\"> $NASDAQ(.IXIC)$ </a>gained over 8%, only a small percentage of stocks made new highs. I'm staying selective and focusing on companies with strong earnings and AI exposure rather than chasing momentum.\n\nThe retail frenzy in South Korea is remarkable, but I believe the memory story is backed by real fundamentals. <a href=\"https://ttm.financial/S/07709\"> $</a><a href=\"https://ttm.financial/S/07709\">CSOP</a><a href=\"https://ttm.financial/S/07709\"> SK Hynix Daily (2x) Leveraged Product(07709)$ </a> <a href=\"https://ttm.financial/S/07747\"> $</a><a href=\"https://ttm.financial/S/07747\">CSOP</a><a href=\"https://ttm.financial/S/07747\"> Samsung Electronics Daily (2x) Leveraged Product(07747)$ </a>, and <a href=\"https://ttm.financial/S/MU\"> $Micron Technology(MU)$ </a> remain key beneficiaries of rising AI infrastructure spending and growing demand for HBM.\nFor June, I favor the memory and HBM super-cycle. NVIDIA's results continue to show strong AI demand, and memory remains one of the most important components powering the next wave of AI growth. Any pullback in quality AI names would be an opportunity for me to accumulate more shares.\n<a href=\"https://ttm.financial/U/9000000000000149\"> @</a><a href=\"https://ttm.financial/U/9000000000000149\">TigerStars</a><a href=\"https://ttm.financial/U/9000000000000149\"> </a><a href=\"https://ttm.financial/U/3527667671414981\"> @TigerClub </a><a href=\"https://ttm.financial/U/9000000000000419\"> @WallStreet_Tiger </a><a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><t-t type=\"img\" src=\"https://community-static.tradeup.com/news/145fc7cf62b2890313c18352f097aef8\"></t-t></body></html>","text":"May was a great month for the market, but the rally looks increasingly concentrated. While the $NASDAQ(.IXIC)$ gained over 8%, only a small percentage of stocks made new highs. I'm staying selective and focusing on companies with strong earnings and AI exposure rather than chasing momentum. 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Any pullback in quality AI names would be an opportunity for me to accumulate more shares. @TigerStars @TigerClub @WallStreet_Tiger @Tiger_comments","highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":0,"repostSize":4,"favoriteSize":0,"link":"https://ttm.financial/post/570020604585304","repostId":0,"isVote":1,"tweetType":1,"viewCount":885,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[".IXIC","07747","07709","MU"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":832,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/570020604585304"}