It's almost the end of the week. I won't talk about the past few days, but just tonight, a bunch of data and news caused the market to jump up and down. The inflation data and GDP were a mess, but the market is still betting on Wash's successful inauguration in May and an interest rate cut in June. So the key is to watch whether his nomination passes smoothly. If it doesn't, the expectation for June will be far off, and there will be a sharp drop in the short term.

Also, regarding the tariffs, Trump might still impose them through other means later. The market has a consensus on this. How big of a problem is it?

One last point, I don't think the US will attack Iran over the weekend because Trump's biggest current issue is the midterm elections (including controlling inflation, boosting the stock market, and creating a surface-level prosperity for the US to get votes) and cracking down on illegal immigrants. Those immigrants are basically the Democratic Party's voter base, all for the midterm elections.

Also, in April, a large batch of trade agreements and other cooperations will be signed here, all to serve his midterm elections. So I personally think that before visiting China, the US cannot truly go to war with Iran. At most, it will be minor skirmishes, which won't have a big impact on the stock market.

Therefore, I'm holding my stocks over the weekend. The above simple views are for your reference only and do not constitute investment advice. Wishing everyone a happy Spring Festival.

One more point, I think NVIDIA's earnings report next week will cause the stock to rise.

$Micron Tech(MU.US)$Western Digital(WDC.US)$Sandisk(SNDK.US)