QQQ's resilience is the bullish signal: it has held the proper levels through every headline this year that would have tanked a weaker market. Even when CPI came in hot and rate-hike odds hit 90%, stocks were green across the board, showing that what is priced in matters more than the news. QQQ continues to hold above its weekly support zone, avoiding a full risk-off scenario. x.com  x.com 

With the Fed meeting behind it, the Nasdaq 100 is entering its next phase of expansion; the recent pullback was a re-accumulation opportunity, not a time to raise cash. Stocks are filling gaps and moving back into attractive areas, so cash set aside before the drop should now be deployed into the dislocation ahead of the next leg higher. x.com 

QQQ's remaining earnings, macro and election hurdles set up one more dip to punish late chasers. The index looks good and is pricing in some good news today, but Amazon, Intel and SanDisk earnings plus PCE and GDP arrive tomorrow, followed by AMD earnings and elections Tuesday. Expect one more, probably modest, dip Wednesday or Thursday next week before November's upward seasonality takes effect. x.com 

The Nasdaq-100 is still early in the AI cycle, and corrections are part of every major growth cycle, not the end of it. Since the dot-com bottom, QQQ is up over 2,000% despite surviving an 83% dot-com collapse, a 55% drop in the financial crisis, and 33% declines in the COVID crash and the 2022 bear market. More than 80% of calendar years still finished positive. x.com 

The Nasdaq-100 has gone from looking like it was breaking down a month ago to breaking out, and the year's next big run may be approaching in an easy-dollar environment. The market moves in waves, usually with 1-2 big runs a year, and the last one came in April. x.com 

The Nasdaq 100's bounce back near all-time highs on Iran deal hopes gave bulls a false sense of safety, and it is now back at the April levels it belonged at on a risk-weighted basis after ceasefire claims proved false. A 30% rise in 32 trading days on "Iran wants a deal" was never normal enough to hold. x.com  x.com 

The Nasdaq-100 can fund a comfortable retirement: $1 million compounding at 15% a year, with $80,000 withdrawn annually, would leave over $2.5 million after 10 years. US markets now have more liquidity, global adoption and world-leading companies, so a long sideways stretch looks less likely than in the past, and monthly withdrawals let the rest keep compounding. A collapse of these global companies would only happen in a catastrophe like nuclear war. Past returns don't guarantee future ones. … Show more

Nasdaq should head higher through earnings season because big tech is sure to increase capex. @JonahLupton notes possible downside support around $684, the VWAP from the March lows and the 100-day average, with $652 next if that fails. x.com 

The Nasdaq-100 could be forming a double top as the US 10-year yield makes a statement, a reason to build cash while equities are up. x.com 

The Nasdaq closed at an all-time high, showing that selling after the war began was a mistake. Stocks keep rising throughout Trump's term, and in the end only those who hold assets win. x.com