I trust the Nasdaq trend, but -To The Moon - Tiger Brokers Online Investing Community - To The Moon

I trust the Nasdaq trend, but with caution. The AI and semiconductor trade clearly still has momentum, but a record index alongside a falling Dow and weak market breadth suggests the rally is becoming increasingly concentrated. I would be more confident if the next move brings broader participation from financials, industrials and other sectors. For now, I would stay with the AI trend but avoid chasing it aggressively.

Two Rounds of Treasury Buybacks, and Long-End Yields Still Hit a New High?

The Treasury bought 20- to 30-year debt again Wednesday, capped at $6B — second round in two weeks; the first filled only $5.2B. The bid came, yields didn't fall: the 10-year closed at 5.11%, up 15bp and the highest since 2007, as was the 30-year. October Fed hike odds hit 69.7%. Stocks fell: Nasdaq -1.13% to 26,936.04, erasing Tuesday's record; QQQ -0.84% to $741.21; S&P 500 -0.75% to 7,706.03; Dow -0.68% to 51,511.59. Bulls say firm data, not weak demand, is lifting yields; bears say two buybacks and a new high prove the bid can't absorb supply. At what yield do you redo the math on stocks?

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