May Recap: Nasdaq New Highs, Will Global Frenzy Carry into June?

US stocks climbed steadily through May and closed the month at fresh record highs. $S&P 500(.SPX)$ finished +5.15%, closing at 7,580 (intraday high 7,599); $NASDAQ(.IXIC)$finished +8.36%, closing at 26,972 (high 27,095); and $NASDAQ 100(NDX)$crossed 30,000 for the first time, closing at 30,333. AI/tech led again. Did you beat the index in May? A healthy bull, or a few leaders propping up a hollow top? Which direction do you favor for June?

avatarKYHBKO
08-10

(Part 5 of 5) - my investing muse (10Aug2026)

My Investing Muse (10Aug2026) Layoffs, closures and Delinquencies The first week of August 2026 saw tech-sector layoffs push year-to-date totals past the full-year 2025 figure, with Layoffs.fyi data showing more than 125,000 tech job cuts already recorded across hundreds of companies. Restructuring for efficiency, cost discipline, and capital reallocation toward AI infrastructure remained key drivers.Zillow (4 August): Eliminated just over 500 positions (~7% of workforce), its largest round of the year. CEO Jeremy Wacksman cited the need for a more disciplined cost structure and operational efficiency amid ongoing growth. Nutanix (4 August): Announced an approximate 5% global workforce reduction (roughly 390 roles) to streamline operations, improve agility, and shift resourc
(Part 5 of 5) - my investing muse (10Aug2026)
avatarKYHBKO
08-10

(Part 4 of 5) - News and my thoughts from the past week (10Aug2026)

News and my thoughts from the past week (10Aug2026) Amazon is building a natural gas plant in Pecos County, Texas, to power an AI data center. Its permits allow 33 million tons of carbon dioxide a year, which would make it the single largest source of climate pollution in the country. For comparison, the dirtiest plant operating in America today emits about 16 million tons, so Amazon's is permitted for roughly double that. Amazon co-founded The Climate Pledge in 2019 and promised net-zero emissions by 2040. - X user Hedgie Jamie Dimon warns America could lose its reserve currency status within 25 years. - X user Whale Insider Meta CTO Andrew Bosworth told employees that AI productivity gains should go into more work, not more time off. When a staffer asked about bringing back extra vacatio
(Part 4 of 5) - News and my thoughts from the past week (10Aug2026)
avatarKYHBKO
08-10

(Part 3 of 5) - Market Outlook of S&P500 (10Aug2026)

Market Outlook of S&P500 (10Aug2026) Technical Analysis Overview MACD Indicator The Moving Average Convergence Divergence (MACD) indicator for the S&P 500 is on an uptrend. Moving Averages Examining the moving averages, the most recent price action shows that the last candlestick has been above the 50-day (MA50) and 200-day (MA200) moving average lines. This pattern indicates a bullish shift in both the short and long term. Notably, both the MA50 and MA200 lines have continued to trend upward, indicating a bullish outlook in both the short and long term. Exponential Moving Averages This is showing a bearish trend. Chaikin Money Flow CMF index shows a score of 0.00, which implies buying momentum cancelling out the selling momentum. Other Technical Analysis Based on the daily interva
(Part 3 of 5) - Market Outlook of S&P500 (10Aug2026)
avatarKYHBKO
08-10

(Part 1 of 5) - Economic Review (10Aug2026)

Economic Preview: Key Data Releases (week of 10Aug2026) Singapore Market Holiday Singapore markets will be closed on 10 August as the country observes the National Day holiday. Key Inflation Indicators The key data releases to watch in the coming week are CPI and core CPI. These are widely used inflation indicators and among the data points the Federal Reserve considers when assessing its next interest rate decision. If inflation remains persistent or rises further, the Fed may need to consider raising rates rather than cutting them, which could introduce volatility into equity markets. The Producer Price Index (PPI) for July will also be released. As PPI captures inflationary pressure at the producer level, it can provide an early signal of costs that may later be
(Part 1 of 5) - Economic Review (10Aug2026)

📈 May Market Wrap: Crushing it with a 8%+ MTD Gain! Running an options income playbook!

Running an options income playbook on my Tiger trade account! May has been very good to me! #feelingthankful Let's see how Jun will play out! Will be watch FOMC new Chair Warsh speech to get a feel of his new direction for Fed. Not that the war is over (hopefully it last 🤞🏻) 🎉📈
📈 May Market Wrap: Crushing it with a 8%+ MTD Gain! Running an options income playbook!
avatarShop
06-06
$Astera Labs, Inc.(ALAB)$. Many retail investors have never heard of it. Yet its connectivity products are critical inside AI servers. Its strong performance reflects the “picks and shovels” side of AI.
Yes buy it right now! So low
We just witnessed an historic month of gains. According to the data highlighted in image.png, US stocks climbed steadily through May to finish at fresh record highs: • The S&P 500 finished +5.15%, closing at 7,580. • The NASDAQ finished +8.36%, closing at 26,972. • The NASDAQ 100 crossed the monumental 30,000 milestone for the first time, closing at 30,333. Is it a healthy bull or a hollow top? (The [IDEA] Thesis) While the surface numbers are breathtaking, this rally presents a unique "hollow top" risk. The heavy lifting is being done almost entirely by a select group of mega-cap AI and semiconductor leaders. This concentration means the broader market isn't as robust as the indexes suggest. It isn't a bubble—because these tech giants are backing up their valuations with massive, real
Yes, it will continue into June
I wonder if this will continue I hope it will .  When will it drop idk . If it drops ah well rip
Hi I think it will Get to June and maybe July 
Probably will If not, ah well

This year's US economic growth may even see double-digit growth...

The recent US stock market $S&P 500(.SPX)$ $NASDAQ(.IXIC)$ $Dow Jones(.DJI)$ is truly an unprecedented wealth-creation phenomenon. Among the four major sectors, artificial intelligence has driven two trillion-dollar IPOs, along with a large number of super-performing stocks in the memory, chip, and software/hardware markets. Ordinary employees of these companies have seen their wealth increase by at least several million dollars in just a few months, with some even seeing their company stock increase by a million dollars in a single day. Executives have become billionaires due to their skyrocketing wealth. In the US aerospace sector, many satellite, rocket,
This year's US economic growth may even see double-digit growth...
avatarwesfx
06-04
The standard market-cap weighted indices heavily outperformed their equal-weighted counterparts, indicating that the broader market (the remaining "493" stocks in the S&P 500) stayed relatively flat or negative while mega-caps dragged the index to record highs.
Nokia! Old guard resurrected!
This is crazy and so that's should be yours 
avatarMyrttle
06-03
$Marvell Technology(MRVL)$ amazing how these stocks came from nowhere to exploding valuations
avatarPatmos
06-03
NDQ QQQ up and away Boom the market will continue upwards based on earnings these are real fundamentals 
avatarKekemon
06-03
Yes it will. Let's go.😊

Still an extreme bull on tech? Be careful.

Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions. The main headlines that appeared in my email inbox today. These are analysis reports from individuals, not news. So are you still a extreme bull on technology sector, still chasing the run up even though valuations are getting ridiculously expensive, and some even do not warrant their current valuations? I remained bullish on technology stocks for the mid - long term timeline, however I also believe there is a fair valuation on every company, despite the profit they announce. I truly believe that we are approaching a phenomenom like the dot.com bubble years back. And when the sell off starts, its going to get real ugly.  @PawsAndProfit -&nbs
Still an extreme bull on tech? Be careful.