NVDA
NVIDIA
-- 127.730 TSLA
Tesla
-- 291.005 SMCI
Super Micro Computer
-- 45.540 PLTR
Palantir
-- 89.630 MARA
MARA Holdings
-- 13.829 
One should take notice of the sector and companies that continue to rise even on days when high tech stocks fall.
$S&P 500 Index (.SPX.US)$ Recently, indices with a significant weight in semiconductors, including the strong yen, are tough. However, there are certainly sectors and companies performing well. It seems promising to focus on sectors known as the 'Trump sector' even before the election, but the market's sentiment fluctuates, making it truly unpredictable. At this point, it's crucial to reconfirm where the 'growing sectors and companies according to the market' are. In the week starting from the formation of the Trump team, aside from employment statistics, there are not many significant indicators, making it easy to see the market's speculation. Lately, even in response to economic indicators and other statistics, the market tends to move in a Trump mode, ignoring them, which is unreliable to depend on. In such an environment where even if the high-tech sector declines without clear reasons, the sector that continues to rise consecutively might be what the current market considers the 'Trump sector.' It becomes a matter to consider whether to rely solely on index ETFs or to supplement with sector ETFs or individual investments. The discussions about regulations that adversely affect stock prices now are merely personal speculations among members of the camp and not conclusive evidence. Similarly, it's also uncertain for sectors expecting relaxation until the lid is lifted. I personally think that the positive trend in sectors not affected by the rumored regulations and relaxations may continue next year as well. ^_^ In the meantime, wouldn't it be great to focus on companies and sectors that you can be convinced about in the medium term? This is the time to think carefully. As the inauguration approaches, the changes in the heat map are worth checking (￣^￣)ゞ Entering after the inauguration is also sufficient, and the risks are small, so it's okay.
Disclaimer: Community is offered by Moomoo Technologies Inc. and is for educational purposes only.
Read more
Comment
Sign in to post a comment