[Events] Nasdaq's Big Week: Rally or Selloff?
The Nasdaq is heading into one of the most event-packed weeks of the year. And after last week's tech selloff, investors have plenty of reasons to stay on edge.
The Nasdaq Composite plunged 2.86% on Friday, then slipped another 1.07% on Monday, closing at 25,164.32.
Now, three major catalysts are lining up: the U.S. midterm elections, a fresh round of tech earnings, and Friday's jobs report.Could this be the week tech stocks finally bounce back? Or is another selloff on the way?
Three Big Events, One Volatile Week
1. U.S. Midterms: Will Politics Move the Market?
Americans head to the polls on November 3, with control of Congress at stake.
The results could reshape expectations for government spending, tax policy and tech regulation. Markets will be watching closely to see whether the outcome brings greater policy clarity or fresh uncertainty.
2. Tech Earnings: Can AI Stocks Regain Momentum?
Apple and Palantir have already reported, with AMD, Qualcomm and Arm among the big names still on this week's earnings calendar.
Investors are asking a tougher question about AI: Are companies generating enough returns to justify their enormous investments?
Strong results could help restore confidence. But with valuations still under scrutiny, even an earnings beat may not be enough to spark a rally.
3. Friday's Jobs Report: Another Test for the Fed
The October U.S. employment report arrives on November 6.
Stronger-than-expected hiring could fuel concerns about interest rates staying higher for longer. A surprisingly weak report, meanwhile, could raise questions about economic growth.
Either outcome could move Treasury yields and put tech stocks back in the spotlight.
🎯 Nasdaq Weekly Prediction Challenge!
Share your prediction in the comments!
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How much will the $NASDAQ(.IXIC)$ gain or lose this week (November 2–6)?
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What will the $NASDAQ(.IXIC)$ 's closing price be on Friday, November 6?
For reference, the Nasdaq Composite closed at 25,437.00 on Friday, October 30. We'll use that as the starting point for calculating this week's percentage change.
For example: Nasdaq: +2.0% this week | Friday close: 25,946
💬What's Your Trading Plan?
Market volatility creates opportunities, but it also comes with risks.
Are you raising cash and waiting for the dust to settle? Buying the dip in names like $NVIDIA(NVDA)$ , $Tesla Motors(TSLA)$ or $Invesco QQQ(QQQ)$ Or using options to hedge your portfolio against another sharp move?
We want to hear how you're positioning your portfolio this week. $NASDAQ(.IXIC)$ $Invesco QQQ(QQQ)$ $ProShares UltraPro QQQ(TQQQ)$ $ProShares UltraPro Short QQQ(SQQQ)$ $Invesco NASDAQ 100 ETF(QQQM)$
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With a packed calendar featuring Apple, AMD, Midterm elections, and U.S. jobs data, high volatility is guaranteed. My game plan focuses on a hedged dip-buying approach using cash-secured puts rather than chasing green candles.
1. Strategic Entry on $NVDA & $QQQ: Following the semiconductor pullback, selling OTM cash-secured puts on $NVDA and $QQQ lets me collect elevated volatility premiums while locking in favorable cost bases at lower support levels.
2. Defensive Hedging: To guard against election jitters or a surge in Treasury yields, I’m holding 20% in cash and running tight put spreads on $QQQ as downside insurance.
This setup earns yield from high IV while keeping risk tightly controlled.
還是看好美股，中期選舉只是一點點影響，長期看好美股
After last week's sharp tech selloff, I think some bargain hunting could emerge, particularly if AMD, Qualcomm and Arm deliver solid earnings. However, the market needs more than impressive revenue growth. Investors increasingly want proof that massive AI investments are translating into sustainable profits and stronger cash flows.
The midterm elections could create short-term volatility, while Friday's jobs report may influence expectations for the Fed's next move.
My view is that technology stocks could experience a relief rally, but the upside may remain limited by high valuations and uncertainty surrounding AI spending.
I'm cautiously bullish, but not aggressively buying the dip. This week, earnings quality and forward guidance will matter more than headline beats.
I will be watching $Advanced Micro Devices(AMD)$ $Qualcomm(QCOM)$ and $ARM Holdings(ARM)$ closely, especially their AI growth outlook and future earnings guidance. For me, strong revenue growth is no longer enough; companies also need to demonstrate that their AI investments can generate sustainable returns and cash flow.
My strategy is to stay cautious, maintain some cash and avoid chasing short-term rebounds. I remain positive on the long-term AI and semiconductor themes, so I would consider gradual DCA if quality stocks pull back further. I will also be careful with leveraged ETFs like TQQQ in this volatile environment.
@Tiger_comments @TigerStars @TigerClub @TigerEvents
After last week's sharp tech selloff, I think some bargain hunting could emerge, particularly if AMD, Qualcomm and Arm deliver solid earnings. However, the market needs more than impressive revenue growth. Investors increasingly want proof that massive AI investments are translating into sustainable profits and stronger cash flows.
The midterm elections could create short-term volatility, while Friday's jobs report may influence expectations for the Fed's next move.
My view is that technology stocks could experience a relief rally, but the upside may remain limited by high valuations and uncertainty surrounding AI spending.
I'm cautiously bullish, but not aggressively buying the dip. This week, earnings quality and forward guidance will matter more than headline beats.
@TigerEvents [贱笑]
结合文章提到的三大因素，我认为 11月2日至6日，纳斯达克出现技术性反弹的机会存在，但持续大涨的条件还不够成熟。
1. 本周纳斯达克走势预测
项目 我的预测
本周涨跌幅 -1.0% 至 +0.5%
周五收盘预测 约25,310点
市场方向 震荡偏弱
这是情景预测，不是确定结果。
2. 三大因素，我怎么看？
① 美国中期选举
选举结果可能影响短期市场情绪，但不代表科技股马上反弹。真正影响长期股价的，还是企业盈利和资金流向。
② AMD、高通、Arm财报
这是我最关注的部分。
尤其是AI芯片产业，市场不只是看营收有没有增长，还会看：
AI订单是否持续增加？
毛利率有没有改善？
企业有没有真正赚到现金？
2027年的盈利预测有没有被下调？
如果财报很好，但股价还是下跌，说明市场可能已经提前消化了好消息。
③ 美国就业报告
就业太强，可能令市场担心利率维持高位；就业太弱，又可能引发经济衰退担忧。
所以，本周就业数据不一定是好消息越强，股市就越涨。
3. 我的投资策略
股票/ETF 我的看法
NVDA 长期看好AI，但不急着追高
TSLA 波动较大，控制仓位
QQQ 适合长期分批投资
QQQM 长期投资可以考虑
TQQQ 不建议新手长期持有
SQQQ 适合短期对冲，不适合长期持有
4. 如果是我，会怎么做？
我会采取三个行动：
1. 保留约30%的现金，等待市场方向更明确。
2. 如果QQQ继续下跌，分3至4次逐步买入，而不是一次投入全部资金。
3. 如果科技股反弹，不急着追买，先观察反弹有没有成交量和盈利数据支持。
最重要的一句话
这次市场真正担心的不是AI没有未来，而是AI投入这么多钱，究竟什么时候才能赚回成本？
只要AI企业的盈利和现金流能够跟上投资速度，科技股长期仍有机会。
但如果AI资本开支继续增加，盈利却跟不上，那么即使公司财报很好，股价也可能继续调整。
我的选择是：长期看好QQQ和优质AI企业，短期保留现金，分批买入，不碰TQQQ和SQQQ做长期投资。
📉 11月2日—6日涨跌幅：-1.65%
🎯 11月6日收盘预测：25,017.29点
以10月30日收盘25,437.00点为计算基准。
我倾向于本周先震荡探底，再尝试反弹，但整体仍偏弱势。
科技股连续下跌后存在技术性反弹需求，但市场对AI资本开支、盈利质量和估值的担忧尚未消除。AMD等公司的财报指引，以及周五就业数据对美债收益率的影响，将是重要变量。
我的交易策略是保留现金、控制杠杆，不急于重仓抄底。
如果QQQ与半导体板块同步企稳，我会考虑分批买入；如果反弹缺乏成交量支持，则继续观望。TQQQ和SQQQ只考虑短线操作，避免在重大事件前重仓隔夜。
这周最重要的不是猜中最低点，而是判断下跌究竟属于短期情绪释放，还是盈利预期开始系统性下修。
预测只是竞猜，真正的交易仍要以市场走势和风险控制为准。🐯
Stock will not go up is a straight line. Wave up wave down, wave up wave down. This is the truth
I’m leaning towards a modest rebound rather than a full risk-on rally. After Friday’s 2.86% fall and Monday’s additional weakness, some bad news and AI valuation anxiety should already be reflected in positioning.
The biggest swing factor for me is tech earnings. Strong AMD, Qualcomm and Arm guidance could stabilise semiconductor sentiment, but investors now seem to demand evidence that AI capex is translating into revenue and profits, not merely more spending.
The jobs report is the wildcard. A moderate reading that avoids both recession fears and a sharp rise in yields would probably be the best outcome for Nasdaq.
My plan: continue DCA rather than chase a bounce. I would keep extra cash available if another valuation-driven selloff creates better entries.
$NASDAQ(.IXIC)$ $Invesco QQQ(QQQ)$ $NVIDIA(NVDA)$