Speculation in US stocks will continue for some time

Following Nvidia's investment in OpenAI, OpenAI and ADM have now announced a partnership, which has also spurred AMD to gap up. Looking back at the last time Oracle gapped up due to OpenAI's orders, it is now gradually filling the gap. Oracle is losing money by renting Nvidia's chips instead of making a profit. However, for OpenAI, there's never enough computing power, and as for where the money comes from, that's a worry for another day. These tech giants are creating super gaps one after another. Naturally, it's great if the stock prices keep rising without looking back, but the worst fear is that negative factors will gradually emerge, and the gap will be filled unnoticed.

During the holiday, amid the positive news about AI, the U.S. stock index hit new highs again. September's U.S. stocks broke the curse of decline, recording the strongest performance in 15 years. But apart from AI, other sectors are basically flat. This means that no matter how many new highs U.S. stocks hit, it has nothing to do with most people in the market.

Of course, you might say even pigs know to buy AI. So what if the U.S. government shuts down? So what if data isn't released? Although the market doesn't care about those noises, money is still rushing into gold for safety. While money is pouring into AI on one hand, it's quietly moving into safe-haven assets on the other. This is just surface-level excitement with underlying anxiety. After all, AI gaps aren't guarantees—what's real is the chill at the top. Wait for clear reversal signals before short positions can enter. Until then, blindly chasing highs may not bring any benefits.$Intel(INTC.US) $Goldman Sachs(GS.US) $Tesla(TSLA.US)