$SPDR S&P 500 ETF Trust(SPY)$ This is exactly why most perma-bears lose in the end in the US market. Looking at a SPY weekly chart, corrections usually don't last long, and they tend to be followed by big gains: ■ In 2020, a 1-month correction of -30% was followed by a 19-month rally of 150%. ■ In 2021, a 9-month correction of -39% was followed by a 27-month rally of 121%. ■ In 2025, a 2-month correction of -27% was followed by a 6-month rally of 60%. ■ In 2025, a 5-month correction of -13% was followed by a 2-month rally of 35%.
$Advanced Micro Devices(AMD)$ $Intel(INTC)$ $Micron Technology(MU)$ $SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ Reuters is reporting that Intel and AMD are working on long-term CPU supply deals with major Chinese AI data center customers, mainly due to severe shortages and surging demand. Sources say CPU prices in China have already gone up more than 40% since the start of the year, with month-on-month increases over 10% for some high-end products. CPUs have become the key bottleneck for AI inference and agentic workloads, and the supply crunch is re
$SPDR S&P 500 ETF Trust(SPY)$ What would need to happen for a 10% move in a single day, in either direction? And does 0DTE activity prevent that kind of move from occurring?
$SPDR S&P 500 ETF Trust(SPY)$ How can you look at a stadium full of 100,000 people paying an average of $11,000 per ticket and think some conflict is going to derail the economy or the market? The world moves forward. $Invesco QQQ(QQQ)$ Semiconductors look cheap, tech looks cheap. The people with the capital to move markets are doing just fine. That's the reality.
Looking at some of the Dow stocks, like $Caterpillar(CAT)$ , this one could be due for an explosive move. With the current situation around the war and overvalued tech, it wouldn't surprise me if CVX doubles from here quickly on a rotation. CVX getting into AI energy is also a great development. I think $SPDR S&P 500 ETF Trust(SPY)$ could fall while oil goes up. That peace deal from a while back seems to be off the table now.
$Infleqtion(INFQ)$ This looks like a generational buying opportunity, similar to the $Palantir Technologies Inc.(PLTR)$ run but on the quantum side. The pattern feels the same: White House appearances, being critical for defense infrastructure, and an AI arms race, but in this case, it's the quantum version, with Infleqtion taking the lead against China. It's not $IONQ Inc.(IONQ)$ , primarily because they are focused on M&A while Infleqtion's technology is developed in-house. This is the first quantum firm in space and the first to apply a material science breakthrough in quantum alongside NVDA. It's also the only quantum firm with 100% fully