To The Moon

The U.S. government’s longest-ever shutdown has finally come to a close.[Smile]Late Wednesday local time, the U.S. House of Representatives voted to pass a temporary funding bill, bringing an end to this record-breaking government closure. At 43 days in duration, it surpassed the previous longest shutdown record set nearly seven years ago.With this key macro uncertainty lifted ✅, U.S. stock index futures rallied sharply, with $S&P 500(.SPX)$ futures touching near 6,800 points — close to this year’s intraday high. Markets expect a strong opening after the resumption of trading.Yet beneath the optimism, a clear divergence emerges: blue chips like the Dow keep rising, while mega-cap tech stocks such as $NVID

Last Week's Recap1. U.S. Market - Shutdown Relief vs. AI HangoverIndexes: Equities swung sharply through the week. Early optimism over the government reopening lifted the $Dow Jones(.DJI)$ to record highs, but gains faded as growth and AI stocks sold off on tempered rate-cut expectations. The $S&P 500(.SPX)$ eked out gains, while the $NASDAQ(.IXIC)$ closed lower.Shutdown Relief: The Senate passed a stopgap funding bill extending federal spending through Jan 30 2026, ending the the longest-ever shutdown. Stocks rallied briefly on the news before profit-taking set in.Fed Tone: Officials pushed back on aggressive easing bets. St. Louis Fed President Musalem sai

The U.S. government’s longest-ever shutdown has finally come to a close.[Smile]Late Wednesday local time, the U.S. House of Representatives voted to pass a temporary funding bill, bringing an end to this record-breaking government closure. At 43 days in duration, it surpassed the previous longest shutdown record set nearly seven years ago.With this key macro uncertainty lifted ✅, U.S. stock index futures rallied sharply, with $S&P 500(.SPX)$ futures touching near 6,800 points — close to this year’s intraday high. Markets expect a strong opening after the resumption of trading.Yet beneath the optimism, a clear divergence emerges: blue chips like the Dow keep rising, while mega-cap tech stocks such as $NVID

Last Week's Recap1. U.S. Market - Shutdown Relief vs. AI HangoverIndexes: Equities swung sharply through the week. Early optimism over the government reopening lifted the $Dow Jones(.DJI)$ to record highs, but gains faded as growth and AI stocks sold off on tempered rate-cut expectations. The $S&P 500(.SPX)$ eked out gains, while the $NASDAQ(.IXIC)$ closed lower.Shutdown Relief: The Senate passed a stopgap funding bill extending federal spending through Jan 30 2026, ending the the longest-ever shutdown. Stocks rallied briefly on the news before profit-taking set in.Fed Tone: Officials pushed back on aggressive easing bets. St. Louis Fed President Musalem sai