Still bullish overall. JH and -To The Moon - Tiger Brokers Online Investing Community - To The Moon

Still bullish overall. JH and MZ continues to push the AI and chip narrative.

Election Relief Meets Hormuz Risk — What Drives QQQ Next?

QQQ gained 0.61% and the S&P 500 0.35% Tuesday as tech rebounded, though midterm control remained unclear. U.S.-Iran talks and Strait of Hormuz transit remain unresolved; WTI fell 1.56% and Brent 1.82%, suggesting markets aren’t pricing an escalating supply shock. Bulls cite fading election uncertainty and stronger chip earnings; bears warn contested results, tech regulation, and geopolitics could revive volatility. What will first clarify risk appetite: QQQ earnings breadth, oil prices, or short-term bond demand?

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Comments

KevinKelly
09-19
KevinKelly
Bullish narrative aside, this price already bakes in a lot. If next quarter guidance is only in line, I think the market punishes it fast
happygo
09-19
happygo
TSM capacity being booked out into next year is the bigger tell. AI capex still looks early

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