$SNDK After the sell-off last week, the price reached 1620. It went sideways over the weekend, with no movement in the news. My view is the same as last week: I’m firmly bullish. Based on the current data, it seems rate hikes have essentially become a fact. But we need to look at more dimensions of the details. Trump is continuously taking actions—his statements can stop and a ceasefire can be announced at any time to lower oil prices. Trade frictions and geopolitical conflicts are all cards he holds. By using these cards, he can pressure capital to flow back and drive the U.S. toward reindustrialization. The huge market volatility over the past few months largely came from his meddling. But is his purpose to lose the midterm election and overturn his own achievements? If so, wouldn’t that be putting the cart before the horse?
Keep your eyes open—see the market and the additional factors behind it. There may still be another downward move later, but don’t be afraid. Buy on dips, keep leverage low, and accumulate with small positions. And in the long run, U.S. stocks and AI are nowhere near “out of fuel.” The recent pullback is mainly due to profit-taking and the fact that prices rose too fast. Capital killed leverage, but let’s put it simply: long-term, I’m bullish.