A Rebound Is Not Yet a Recover

A Rebound Is Not Yet a Recovery

I would lean towards option ②. The rebound looks more like short covering and bargain hunting than a confirmed return of bullish sentiment.

Markets initially priced in tighter AI regulation, data-center restrictions and political uncertainty. However, a change in congressional control does not mean immediate policy changes. Legislative hurdles and presidential veto powers could delay implementation.

More importantly, AI demand has not disappeared. AMD's strong results reinforce the underlying demand for computing infrastructure, although strong earnings cannot justify every valuation.

The real test is whether institutional buying returns to AI leaders and Treasury yields stabilize.

Until then, I would treat this rebound as a relief rally, not a confirmed trend reversal.

@Tiger_comments [真香]

US-Iran peace talks are heating up! With the war premium receding, are global assets facing a crucial decision?

After months of conflict between the US and Iran, the market has finally seen a glimmer of hope for diplomatic détente. With Qatar and other countries intensifying their mediation efforts and the United States and Iran reportedly considering a new ceasefire plan, market expectations for a cooling of tensions in the Middle East have risen significantly.

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With the war premium receding, are global assets facing a crucial decision?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":cf585ac339e343889b819b529110f7aa}&rnconfig={\"headerBarHidden\": true}","description":"After months of conflict between the US and Iran, the market has finally seen a glimmer of hope for diplomatic détente. With Qatar and other countries intensifying their mediation efforts and the United States and Iran reportedly considering a new ceasefire plan, market expectations for a cooling of tensions in the Middle East have risen significantly. \n","image":"https://community-static.tradeup.com/news/575e8c6be8d90a3072c12997bbefa9c8"}],"images":[{"img":"https://community-static.tradeup.com/news/1d91ac43f4ca4f455286b01a3b2f1f8d"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/1d91ac43f4ca4f455286b01a3b2f1f8d"}],"title":"","html":"<html><head></head><body>A Rebound Is Not Yet a Recovery\n\nI would lean towards option ②. The rebound looks more like short covering and bargain hunting than a confirmed return of bullish sentiment.\nMarkets initially priced in tighter AI regulation, data-center restrictions and political uncertainty. However, a change in congressional control does not mean immediate policy changes. Legislative hurdles and presidential veto powers could delay implementation.\nMore importantly, AI demand has not disappeared. AMD's strong results reinforce the underlying demand for computing infrastructure, although strong earnings cannot justify every valuation.\nThe real test is whether institutional buying returns to AI leaders and Treasury yields stabilize.\nUntil then, I would treat this rebound as a relief rally, not a confirmed trend reversal.\n<a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a> [真香]<t-t type=\"img\" src=\"https://community-static.tradeup.com/news/1d91ac43f4ca4f455286b01a3b2f1f8d\"></t-t></body></html>","htmlText":"<html><head></head><body>A Rebound Is Not Yet a Recovery\n\nI would lean towards option ②. The rebound looks more like short covering and bargain hunting than a confirmed return of bullish sentiment.\nMarkets initially priced in tighter AI regulation, data-center restrictions and political uncertainty. However, a change in congressional control does not mean immediate policy changes. Legislative hurdles and presidential veto powers could delay implementation.\nMore importantly, AI demand has not disappeared. AMD's strong results reinforce the underlying demand for computing infrastructure, although strong earnings cannot justify every valuation.\nThe real test is whether institutional buying returns to AI leaders and Treasury yields stabilize.\nUntil then, I would treat this rebound as a relief rally, not a confirmed trend reversal.\n<a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a> [真香]<t-t type=\"img\" src=\"https://community-static.tradeup.com/news/1d91ac43f4ca4f455286b01a3b2f1f8d\"></t-t></body></html>","text":"A Rebound Is Not Yet a Recovery I would lean towards option ②. The rebound looks more like short covering and bargain hunting than a confirmed return of bullish sentiment. 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