美股OK哥搬运号

Looking back at historical trends, it can be seen that whenever the Nasdaq 100 experiences seven consecutive bearish days, in most cases the market will subsequently see a period of upward movement.

To provide you with some fresh inspiration for your investment portfolio, I recently compiled a detailed review of the annualized return performance of major mainstream ETFs in the US stock market over the past five years. Below is the final ranking.

At the top of the list, technology and semiconductor sectors are particularly outstanding. The #1 spot goes to the VanEck Semiconductor ETF, ticker $SMH, with an excellent five-year annualized return of 40.89%. Right behind it are two technology-themed funds: the SPDR Technology Select Sector ETF, ticker $XLK, ranked #2 with an annualized return of 22.67%, and the Vanguard Information Technology ETF, ticker $VGT, ranked #3 with an annualized return of 20.77%.

Gold and other precious-metals assets are also prominently featured near the top. The #4 position is claimed by the iShares Gold Trust, ticker $IAU, with an annualized performance of 18.33%. The #5 spot goes to the SPDR Gold ETF, ticker $GLD, with an annualized return of 18.16%.

Nasdaq-related index funds come next. The #6 fund is the Invesco Nasdaq 100 ETF, ticker $QQQM, with a five-year annualized return of 17.23%. The #7 fund is the Invesco QQQ Trust, ticker $QQQ, with a return of 17.14%.

In the middle portion of the ranking, several S&P 500 and growth-oriented funds appear frequently. The #8 spot is the SPDR S&P 500 Growth Allocation ETF, ticker $SPYG, with an annualized return of 14.97%. The #9 position is the iShares S&P 500 Growth ETF, ticker $IVW, with a return of 14.82%. The #10 and #11 funds are the iShares Core S&P 500 ETF, ticker $IVV, and the SPDR S&P 500 ETF, ticker $SPYM—both with the same annualized return of 13.68%. The #12 fund is the Vanguard S&P 500 ETF, ticker $VOO, with an annualized return of 13.67%.

In the latter half of the list, the rankings are mainly made up of various large-cap and broad-market funds. The #13 spot is the Vanguard Growth ETF, ticker $VUG, with a return of 13.63%. The #14 position is the iShares Russell 1000 Growth ETF, ticker $IWF, with an annualized return of 13.64%. Ranking #15 is the Vanguard Large-Cap ETF, ticker $VV, with a return of 13.24%.

Two funds from Charles Schwab are also on the list: the Schwab U.S. Large-Cap Growth ETF, ticker $SCHG, ranked #16 with an annualized performance of 13.93%; and the Schwab U.S. Large-Cap ETF, ticker $SCHX, ranked #17 with a return of 12.93%.

The final three positions are: #18 iShares Russell 1000 ETF, ticker $IWB, with an annualized return of 12.74%; #19 iShares Core S&P U.S. Total Market ETF, ticker $ITOT, with a return of 12.48%; and #20 Vanguard Total Stock Market ETF, ticker $VTI, also with an annualized return of 12.48%.

During our dinner discussion today, everyone delved into a thought-provoking topic: the Norwegian model. Let’s rewind the timeline to 1969, when Norway, after discovering oil fields, received its first huge windfall. What’s particularly admirable is that they chose to invest that first bucket of money entirely and without reservation into overseas assets. After decades of accumulation, the Norwegian government’s fiscal strength has now formed a clear leading advantage in Europe. To help everyone grasp this level of affluence more intuitively, in Norway, even a beggar can apply for monthly social assistance—and, when converted, it amounts to over 10,000 yuan.

Behind this astonishing financial strength lies the outstanding performance of its sovereign wealth fund. Let’s take a look at this exemplary investment “answer sheet” and learn from it. Currently, the fund’s total stock holdings amount to as much as $2.4 trillion. In its massive global asset allocation map, the U.S. stock market holds an absolute core position, accounting for 52.9% of its investment. European equities, as the second-largest investment destination, take up 27.0%.

In terms of allocations across Asia and other regions, the fund’s holdings in Japan account for 6.8%, while South Korea takes 4.1%. The combined allocation to China’s A-shares and Hong Kong shares is 2.9%. In addition, its investment in Taiwan, China is 1.9%, and India accounts for 1.7%. Looking further afield, Canada and Australia each make up 1.4% and 1.1%, respectively. Finally, for the combined investments in countries and regions such as Brazil, South Africa, Mexico, and Southeast Asia, the total share is 0.2%.

The upcoming U.S. stock earnings week on 8/24 is highly anticipated, and tech giant Nvidia is set to make a major appearance! In addition, the market will see a dense stream of earnings releases from many semiconductor and related industry companies, along with results from numerous well-known large- and mid-cap Chinese concept stocks. Combined with the upcoming release of PCE inflation data and the impact of global central bank meetings, the market is bound to experience a round of sharp volatility. Here, I’ve整理 the schedule of key events to watch this week.

On Monday (August 24), the focus will be on pre-market and after-market trading. Before the U.S. stock market opens, it’s recommended to pay attention to the earnings performance of China’s intelligent electric vehicle maker XPeng ($XPEV) and China’s leading e-commerce platform Pinduoduo ($PDD). After the market closes, IoT cloud platform service provider Tuya Smart ($TUYA) will release its latest earnings report.

Moving to Tuesday (August 25), the pre-market session is mainly led by several Chinese concept stocks: brand discount e-commerce company Vipshop ($VIP), BOSS直聘 ($BZ), the leading domestic online recruitment platform, and EHang Smart ($EH), an enterprise in manned autonomous flying vehicles. The after-market schedule is also exciting: U.S. tax and accounting software leader Intuit ($INTU), video communications SaaS provider Zoom ($ZM), and overseas live-streaming social platform Joyy ($JOYY) will all release financial data in succession.

Wednesday (August 26) is undoubtedly the highlight of the week. In the pre-market phase, you can focus on U.S. offline department store chain Kohl’s ($KSS), China’s intelligent electric vehicle maker Li Auto ($LI), and Haidilao ($HDL), the leading Chinese-style chain restaurant. In the after-market, the global AI chip leader Nvidia ($NVDA) will deliver a major earnings release. At the same time, global top CRM software provider Salesforce ($CRM), cloud-native network security leader CrowdStrike ($CRWD), identity verification SaaS service provider Okta ($OKTA), semiconductor EDA software leader Synopsys ($SNPS), scientific instruments and life sciences equipment company Agilent ($A), life sciences industry cloud software provider Veeva ($VEEV), and hyperconverged cloud infrastructure provider Nutanix ($NTNX) will also disclose results densely during this prime time window.

Thursday (August 27) also features an extensive lineup of earnings reports. Pre-market, the first to step in are Best Buy, the largest consumer electronics retailer in North America ($BBY), Dollar General ($DG), the leading U.S. value discount retailer, Dollar Tree ($DLTR), the one-dollar store chain retailer, and Hormel Foods ($HRL), the leading U.S. meat processing company. The after-market roster includes multiple popular sectors, such as data center and communications chip maker Marvell Technology ($MRVL), Autodesk ($ADSK), the leading industrial and building design software company, Affirm ($AFRM), a North American “buy now, pay later” consumer finance platform, Ulta Beauty ($ULTA), the U.S. beauty retail chain, Workday ($WDAY), enterprise HR cloud software provider, SentinelOne ($S), AI-driven cybersecurity vendor, Rubrik ($RBRK), enterprise data security and backup provider, Elastic ($ESTC), open-source search and observability software provider, and Gap ($GAP), an American casual apparel chain brand.

Friday (August 28) has a relatively calmer rhythm. In the pre-market session, you can set your sights on the new-style tea brand Bawang Cha Ji ($CHA) and Miniso ($MINISO), the value everyday consumer goods chain that Musk’s mom has just visited recently.

With such a packed week, which stock are you planning to call?

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Recently, Bank of America has curated and recommended 16 stocks to investors. Notably, these favored targets share three highly consistent characteristics. First, their current share prices are all down by 20% or more from their previous 52-week highs. Second, over the past three months, market earnings forecasts for these companies have been revised upward. Finally, if investors hold these stocks over the mid-term, there is potential to capture highly attractive return opportunities. Investors may want to cross-check together to see whether your investment portfolio also includes the following companies:

$MU Micron, primarily in the memory space.
$ORCL Oracle, focused on databases and cloud services.
$FLEX Flex, specializing in electronics manufacturing.
$CLS Celestica, dedicated to the data center supply chain.
$AKTS Aktis Oncology, working on AI oncology drug R&D.
$HOOD Robinhood, a well-known internet brokerage.
$META Meta, driven by social media and AI technology.
$CCJ Cameco, with businesses spanning uranium mining and nuclear energy.
$VST Vistra, also involved in the power and nuclear energy sectors.
$CRWV CoreWeave, focused on data center operations.
$VRT Vertiv, providing thermal management and power solutions.
$STX Seagate, a well-known hard drive manufacturer.
$ALB Albemarle, primarily in lithium resources.
$TLN Talen Energy, deeply engaged in the power industry.
$LRCX Lam Research, specialized in producing semiconductor equipment.
$TEAM Atlassian, providing enterprise software services.

When I recently reviewed the dividend yield rankings of U.S. stocks, I couldn’t help but notice that friends investing in the oil tanker sector have been met with a huge surprise this year.

Take $DHT as an example: its dividend yield has jumped directly from 12% to 24%, while its stock price has also surged strongly by 85%. Another company, $ECO, shows similarly impressive performance. Its dividend yield rose sharply from 15% to 33%, and its stock price has increased by an astonishing 120%.

Digging deeper, you’ll find the profit distribution model in the tanker industry is quite interesting. Many companies generally follow a generous strategy of distributing as much profit as they earn. Specifically, $DHT returns 100% of its ordinary net profit to shareholders, while $ECO’s profit payout ratio is as high as 90%.

As for the underlying drivers, this year’s geopolitical turbulence in the strait area sparked by Trump has played a key role. The more dramatic the activity in terms of geopolitics, the brighter the financial statements of related tanker companies become—and naturally, the dividend strength delivered to investors rises accordingly as well.

Hello everyone. Here is the latest stock-picking list released by Seeking Alpha in mid-August. After selecting the healthcare sector earlier in the month, the firm is now turning its focus to the banking industry, with a particular emphasis on leading companies in the U.S. diversified financial space—Bank of America ($BAC). Below, I’ll walk you through the core logic behind why this stock is considered a buy.

Based on the latest financial performance, this top-tier financial institution delivered impressive results in the second quarter. Its revenue grew 15% year over year, and the year-over-year increase in earnings per share (EPS) was as high as 34%. In addition, all four of the company’s core business segments achieved double-digit profit growth. Of particular note, its global markets trading division has posted year-over-year revenue increases for 17 consecutive quarters.

From a macro perspective, if the Federal Reserve continues to maintain high-interest-rate policies, Bank of America’s net interest income is expected to have additional room to improve. On valuation, the company’s forward PEG and price-to-current-sales ratio are both currently below the industry average, showing a certain discount advantage. Furthermore, backed by strong cash flow, the company is able to provide a solid dividend safety cushion. At present, its forward dividend yield remains at 1.98%.

Putting all of the above together, it’s not hard to see that the current investment strategy has clearly started shifting toward a more defensive posture. If you’re interested in Seeking Alpha’s member services, you can claim a 30% off (7折) discount directly through the link provided below:

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Let’s take a look back at the standout performers in this year’s U.S. stock market. In this roundup, we’ve specifically excluded small-cap stocks and focused only on constituents within the S&P index, compiling a list of high-quality companies whose annual gains have exceeded 100%. Check it out to see whether your investment portfolio is among them:

$SNDK SanDisk surged by as much as 421%
$DELL Dell’s stock rose by 264%
$MU Micron Technology followed closely, up 202%
$STX Seagate recorded a gain of 191%
$INTC Intel climbed 164%
$WDC Western Digital delivered an impressive 154%
$MRVL Marvell Technology’s overall gain was 145%
$HPE Hewlett Packard Enterprise rose 128%
$LITE Lumentum’s increase reached 121%
$AMD AMD also performed exceptionally well, up 119%
$PANW Palo Alto Networks climbed 109%
$FTNT Fortinet recorded a gain of 107%
$AMAT Applied Materials and $MRNA Moderna both achieved 103% growth

The U.S. stock market has long followed a core logic: “winners keep getting stronger.” In general, these momentum stocks that have already doubled in value still have a very good chance of continuing to outperform the S&P index in subsequent market moves. What’s more, there’s also an interesting pattern hidden among these sharply rising individual stocks: those that analysts previously looked down on often end up showing unexpectedly strong performance in real-world trading. In this list of biggest gainers, INTC, FTNT, and MRNA are exactly typical examples of names that the market widely underestimated.

Recently, I noticed an adjustment to the benefits for HSBC Premier banking. Starting from September 1, the free access to airport and railway-station premium lounge services that were originally included will be completely discontinued. Given this change, it’s only natural that people can’t help but joke—whether even a well-established institution with strong resources is beginning to tighten its budget. Before this, being able to enjoy complimentary drinks and snacks in the lounge was one of my favorite perks, and now I can no longer continue to enjoy this privilege, which is truly a bit disappointing.

As we welcome the week of August 17, the U.S. stock market earnings season is set to bring a large number of heavyweight companies' results. The week's key highlights include not only industry giants such as Baidu, Alibaba, and Walmart, but also a wide range of consumer-focused companies and China concept stocks. And don’t forget to watch for the Fed meeting minutes to be released on Wednesday. Here is the earnings calendar I’ve compiled for the week.

On Monday, August 17, the market’s attention will first focus on the domestic hotel chain leader $HTHT, Huazhu Group, and the Bitcoin mining company $FUFU BitFuFu, both releasing results before the market opens. After the regular trading session ends that day, China’s intelligent electric vehicle maker $XP, XPeng, and the optical communications contract manufacturer $FN Fabrinet will release their latest financial data after the market closes.

On Tuesday, August 18, the pre-market period will be especially busy. Companies preparing to release earnings include the North American home improvement retailer giant $HD Home Depot, China’s search engine leader $BIDU Baidu, European consumer installment payment giant $KLAR Klarna, $HSAI Hesai Technology (laser radar), China’s domestic IDC data center provider $VNET CenturyLink?, and $PONY Pony.ai, which focuses on autonomous driving. During the after-hours session that day, Latin American telecom operator $AUNA Auna, semiconductor test and measurement equipment leader $KEYS Keysight Technologies, global lithium miner leader $SQM SQM, and China’s express and logistics company $ZTO ZTO Express will announce earnings in sequence.

Wednesday, August 19, is the busiest day for earnings this week. In addition to the Fed meeting minutes, the earnings reports from companies across the board are equally not to be missed. In the pre-market hours, we will see results from analog semiconductor giant $ADI Analog Devices, the U.S. large value retailer $TGT Target, discount apparel retail leader $TJX TJX, North America’s second-largest home improvement and building materials retailer $LOW Lowe’s, and global beauty and skincare group $EL Estée Lauder. Also releasing earnings before the market opens on Wednesday are China’s freight platform $YMM Manbang Group, social media $WB Weibo, container shipping-focused $ZIM ZIM Integrated Shipping Services, and cloud data services provider $DVLT Datavail. The after-hours spotlight then shifts to the small- and medium-sized enterprise cloud financial company $BILL http://Bill.com, beauty and fragrance group $COTY Coty, the U.S. stockbroker under Futu Holdings $WB Webull, and large private equity firm $CGF Carlyle Group.

On Thursday, August 20, the pre-market lineup is also packed with major names: global retail giant $WMT Walmart, China’s e-commerce and cloud computing giant $BABA Alibaba, global agricultural machinery leader $DE Deere, gaming and internet giant $NTES NetEase, Hong Kong and U.S.-listed internet broker $FUTU Futu Holdings, and the automotive internet platform $ATHM Autohome will all deliver their results. In the after-hours session that day, U.S. discount apparel retailer $ROST Ross Stores will bring its financial report.

The final day of the week, Friday, August 21, concludes with two companies that release results before the market opens: U.S. warehouse club and member retailer $BJ BJ’s Wholesale and China’s real estate transaction platform $BEKE Beike.

With such a rich earnings calendar, I wonder which stock you investors are planning to call?

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The recent market has been exceptionally bullish, and interest in the relevant sectors is steadily rising. Based on the current level of online discussion, the forum rankings for Jinniu Chemical, Luoniushan, Gongniu Group, and Yili Co., Ltd. have all surged significantly. It is not hard to see that a large number of investors are actively taking action—rushing to position themselves and snapping up the leading stocks among the bull-themed “Dragon” stocks.

Recently, Druckenmiller—the legendary investor who was Soros’s former chief trader and is widely regarded as a mentor to a potential Fed Chair—has released his latest 13F filing. After carefully reviewing it, the way this veteran investor trades is still truly impressive.

From the specific changes in his holdings, his top position, $NTRA, saw a strong surge in performance in the second quarter. At the same time, he precisely sold shares of Alcoa, $AA, and the Ethereum ETF, $ETHB, at the top. In options trading, his bullish options positions on $AMZN and $INSM were also spot-on. In addition, he decisively took profits on a batch of stocks related to artificial intelligence hardware at high levels, including $AVGO, $MU, $INTC, $CLS, and $LITE.

Beyond that, three key moves by this seasoned investor during the period are especially worth a closer look.

First, while gradually exiting the AI hardware space, he bought a series of crypto mining companies, including $RIOT, $BTDR, $HUT, $IREN, and $EQIX. It can be inferred that he believes the next industry bottleneck will shift toward long-term power contracts.

Second, the position size of the Brazil ETF $EWZ he holds remained unchanged. This suggests that even with the uncertainty brought by the election, he continues to remain optimistic about that market.

Third, he significantly increased his exposure to several industry targets that are highly sensitive to interest-rate changes, specifically including the housing sector with $DHI, the mortgage-lending area with $UWMC, the auto retail industry with $CVNA, and the airline sector with $DAL. This most likely indicates that he has already made a macro outlook assessment, expecting that his “Fed Chair” protégé would not easily make a rash decision to raise rates.

Hello everyone! Here is the Reddit U.S. stock discussion heat ranking for August 14. As an important barometer of overseas retail investors’ sentiment, the reference value of this leaderboard is comparable to the domestic Dongfang Fortune Stock Forum. In today’s rankings, HTZ has taken the top spot thanks to its strong surge and plunge in share price, while RDDT, which has been successfully added to the S&P, also performed remarkably well and ranked fourth. Here are the details for the top 30:

1st place: $HTZ (Hertz car rental), mentioned 653 times
2nd place: $SPY (S&P 500 ETF), mentioned 453 times
3rd place: $SNDK (SanDisk), mentioned 281 times
4th place: $RDDT (Reddit), mentioned 236 times
5th place: $MU (Micron Technology), mentioned 212 times
6th place: $ONDS (Ondas Holdings), mentioned 185 times
7th place: $NBIS (Nebius Group), mentioned 173 times
8th place: $AMAT (Applied Materials), mentioned 142 times
9th place: $QQQ (Nasdaq 100 ETF), mentioned 113 times
10th place: $NVDA (NVIDIA), mentioned 101 times
11th place: $SPCX (SpaceX), mentioned 98 times
12th place: $DTE (DTE Energy), mentioned 92 times
13th place: $NFLX (Netflix), mentioned 76 times
14th place: $SMCI (Super Micro Computer), mentioned 72 times
15th place: $CSCO (Cisco), mentioned 72 times
16th place: $TSLA (Tesla), mentioned 61 times
17th place: $GOOG (Google), mentioned 55 times
18th place: $LUNR (Intuitive Machines), mentioned 52 times
19th place: $AMZN (Amazon), mentioned 50 times
20th place: $MSFT (Microsoft), mentioned 48 times
21st place: $NU (Nu Holdings), mentioned 46 times
22nd place: $IREN (Iris Energy), mentioned 41 times
23rd place: $VOO (Vanguard S&P 500 ETF), mentioned 41 times
24th place: $GOOGL (Google), mentioned 40 times
25th place: $AMD (Advanced Micro Devices), mentioned 38 times
26th place: $NRGNXXT (NextNRG), mentioned 32 times
27th place: $SNAP (Snap), mentioned 32 times
28th place: $OPEN (Opendoor), mentioned 31 times
29th place: $SGOV (0–3 month U.S. Treasury ETF), mentioned 31 times
30th place: $META (Meta metaverse), mentioned 30 times

If you’d like to see the full and real-time rankings, feel free to visit the U.S. stock Fox website to check.

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Even on weekends when people host weddings, Leopold—once a beloved darling of the US stock market—still keeps an active pace. I just noticed a new update: yesterday, he quietly followed the podcast account @MTSlive, which focuses on the field of artificial intelligence. This makes it hard not to assume he’s very likely preparing to appear on the show and bring everyone some exclusive insider information.

In mid-July, Seeking Alpha released its latest stock-picking list. This time, the focus has shifted away from AI infrastructure and toward the healthcare sector—$BTSG.

Here, I’ll briefly outline the core buy thesis for this company.

As a leading player in the U.S. home healthcare market, BrightSpring has two major pillars of business: home care services and oncology specialty pharmacy. This industry is a classic high-barrier, high-need segment. On top of that, the company is deeply integrated into the insurance reimbursement system, giving it exceptionally strong long-term customer loyalty. From a financial perspective, its first-quarter revenue and EBITDA both delivered robust double-digit growth, and management has significantly raised its full-year performance guidance. At the same time, within the past 90 days, analysts’ consensus expectations for this stock have been widely upgraded. Compared with peers in the industry, its price-to-sales ratio and PEG are currently showing a clear discount. Another positive catalyst is that the company will soon be formally added to the S&P MidCap 400 index, which is expected to attract a meaningful amount of incremental passive capital.

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SpaceX's $60 billion acquisition of Cursor sends a very clear signal: major AI model companies are laser-focused on the enterprise service market. At the end of the day, individual users just aren't as willing to pay as corporate clients. You can see this from Q2's financial data; Anthropic is already in the green, while OpenAI is still in the red.

Following this trend down the supply chain, we should look for those SaaS companies that have been unfairly beaten down by the market, like $NOW, which is a solid pick.

Previously, there was a widespread concern that companies would skip over ServiceNow and build their own workflows directly using agent tools. I’ve always thought this strategy could work for individual users, but for large enterprises, it’s a whole different ball game. These companies have amassed massive data in their core IT, customer service, and HR systems, making the overall migration costs extremely high. On top of that, long-term contracts, trust in platform security, and the complex business relationships create barriers that give traditional SaaS companies a lot of breathing room.

In this context, as long as $NOW can quickly integrate agent technology and offer it to enterprise clients, they won't just maintain a solid growth trajectory; they might even replace some of those remaining human positions, likely starting with customer service.

From an execution standpoint, this company is performing exceptionally well. They rolled out the agent feature back in February and have rationally increased prices thanks to the backing of AI technology. This service is expected to be fully launched in Q2, and I've heard very positive feedback from some companies involved in the beta testing.

The financials also back this up, with a stellar Q1 report, and management has even raised the full-year AI revenue guidance. The upcoming Q2 report, set to drop on July 22, will be a key moment; if the agent business can exceed expectations, I believe it will completely flip the market's previous pessimism.

Another noteworthy trend is that U.S. lawmakers and Trump have made significant buys this year. The main reason behind this is that the government has signed off on huge procurement contracts, and they likely see tangible results from using the new systems themselves. Ultimately, as long as the agents provided on the enterprise side are not much less intelligent than the personal versions on the market, business owners are usually very willing to adopt them. After all, these tools are mainly applied in service departments, and as long as their effectiveness surpasses that of regular employees, that’s all that matters.

Of course, $NOW does have some shortcomings. First, they aren't too keen on poaching talent from top-tier tech companies; they prefer to snag people from direct competitors or rely on internal development. Second, the actual application results of their agent product are still somewhat underexposed in the media.

Overall, this company’s current valuation seems relatively low. For those looking for suitable investment opportunities, timing your entry could definitely be worth considering.

Actually, the core CPI data isn't looking too shabby. While the overall inflation level is right on point with expectations, this result has caught a lot of folks off guard, with a few American economists even calling it hard to believe. Either way, this situation is undoubtedly a lifeline for Trump, and the topic is sure to keep buzzing in the public sphere all day long.

In contrast, the PPI data set to drop tomorrow is looking way more critical. We all know that CPI mainly reflects the consumer side of things, while PPI showcases the production side. From the ripple effects of war factors, the impact usually first hits the production side's PPI before it trickles down to the consumer side's CPI.

Bringing you the latest Reddit stock market discussion heat rankings as of May 28. This list serves as a vital indicator of retail investor sentiment overseas, holding just as much reference value as the well-known Eastmoney stock forum. A recent highlight is the traditional gaming hardware manufacturer CRSR successfully crossing into the AI server lane, which sparked a significant rally for the stock, landing it the runner-up position on this heat chart.

For dynamically updated real-time rankings, check out the pinned post on my profile.

Here are today's specific stock heat rankings and their corresponding discussion counts:

1st: Micron Technology $MU with a total of 1191 discussions
2nd: Corsair Gaming $CRSR with a total of 551 discussions
3rd: Nvidia $NVDA with a total of 418 discussions
4th: S&P 500 ETF $SPY with a total of 379 discussions
5th: Microsoft $MSFT with a total of 309 discussions
6th: Snowflake $SNOW with a total of 207 discussions
7th: Nebius Group $NBIS with a total of 178 discussions
8th: Meta $META with a total of 173 discussions
9th: AST Space Mobile $ASTS with a total of 164 discussions
10th: Marvell Technology $MRVL with a total of 142 discussions
11th: Salesforce $CRM with a total of 121 discussions
12th: AMD $AMD with a total of 116 discussions
13th: Rocket Lab $RKLB with a total of 110 discussions
14th: Reddit $RDDT with a total of 110 discussions
15th: Nasdaq 100 ETF $QQQ with a total of 83 discussions
16th: Ondas Holdings $ONDS with a total of 76 discussions
17th: Zscaler $ZS with a total of 74 discussions
18th: IntZ Scale Machines $LUNR with a total of 68 discussions
19th: DTE Energy $DTE with a total of 67 discussions
20th: Blackberry $BB with a total of 67 discussions
21st: ServiceNow $NOW with a total of 65 discussions
22nd: SanDisk $SNDK with a total of 61 discussions
23rd: Hoth Therapeutics $HOTH with a total of 59 discussions
24th: Tesla $TSLA with a total of 55 discussions
25th: Iris Energy $IREN with a total of 53 discussions
26th: Nokia $NOK with a total of 50 discussions
27th: Antero Midstream $AM with a total of 48 discussions
28th: Groupon $GRPN with a total of 38 discussions
29th: Dell $DELL with a total of 36 discussions
30th: Palantir $PLTR with a total of 36 discussions

Regarding the ongoing back-and-forth news about a 60-day ceasefire agreement between the US and Iran, the alternating rumors of an impending truce and Iran's denials create a complex overall situation. However, if we take a look at the Tedpix index in the Iranian stock market after its reopening, we can uncover some valuable clues.

From the recent specific trading data, this index saw a slight uptick of 0.07% on May 19, followed by a 1.21% increase on May 20. After the market closed for holidays on May 21 and 22, it continued to surge on May 23, with a gain of 1.87%. Most notably, today, May 24, the market displayed a clear explosive rally, with a single-day increase of 2%.

Friends familiar with the financial market dynamics in this region should understand that such movements often reflect internal news dynamics and the true intentions of higher-ups quite accurately. Given the particularly strong market performance recently, especially today, I believe the probability that both sides will ultimately sign a peace agreement has become very high.

As long as no unexpected situations arise, following this trend, it is expected that tomorrow the stock markets in Japan, South Korea, and Taiwan will experience a significant rally, potentially hitting new highs, while the US stock market will likely follow suit the day after, showing a similarly strong upward breakout.