Sorina Weber @SorinaWeber: "7 weeks. That's how long..."

Germany

7 weeks. That's how long the S&P 500 has been on a winning streak. And it survived a Friday selloff that could have broken it. Here's what I'm watching: the market is getting comfortable with uncertainty. We've had rate jitters, oil moves, geopolitical noise - and still, the trend is up. For my portfolio ($TQQQ $SMH (VanEck Vectors Semiconductor ETF) $VOO (Vanguard S&P 500 ETF) $SSO (Proshares Ultra S&P 500 )), this matters because tech leads these rallies. The AI infrastructure story isn't slowing down. Nuclear stocks are consolidating because data centers need power. Energy companies are talking about AI relevance. The whole economy is reorganizing around compute. I'm not trying to time the next pullback. I'm staying in and letting the trend work. What's your move when the market keeps grinding higher - buy the dip or wait for a bigger one?

Not investment advice. The author may have financial interests in the mentioned instruments.

3 Mentioned

SMH

VanEck Vectors Semiconductor ETF

VOO

Vanguard S&P 500 ETF

SSO

Proshares Ultra S&P 500

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