April’s surge is powerful, but-To The Moon - Tiger Brokers Online Investing Community - To The Moon

April’s surge is powerful, but a +10.4% monthly gain for the S&P 500 and +14.8% for the Nasdaq Composite also raises the odds of near-term consolidation.

My view:

Will the bull run continue in May?

Likely yes, but choppier. Momentum, AI capex visibility, and resilient earnings remain supportive. However, after such a steep vertical move, markets often rotate rather than move straight up.

Chase or wait?

Prefer selective buying on pullbacks (3 to 7%), rather than chasing broad index highs. Risk/reward is less attractive after a euphoric run.

Which sector catches up?

1. Financials, especially quality banks if rates stay elevated

2. Healthcare, lagging but defensive growth looks attractive

3. Industrials / power infrastructure, key beneficiaries of AI buildout (grid, cooling, electrical equipment)

4. Selective small caps, if liquidity broadens

Most crowded trade now: mega-cap AI.

Most interesting catch-up trade: old economy names quietly feeding the AI boom, power, storage, cooling, networking, utilities.

Bull market intact, but leadership may broaden beyond the usual Magnificent Seven.

S&P 500 Concludes Best Month! Shall We Sell In May?

April's final session: $S&P 500(.SPX)$ closed at all-time highs (+1%), $NASDAQ(.IXIC)$ +0.89%. Full month: S&P 500 +10.4%, Nasdaq +14.8% — the strongest single-month return since the post-COVID rebound in 2020. Based on historical data, if multiple new highs are reached in April, the subsequent market performance is usually relatively strong. Will the bull run continue into may? Do you chase the new high or wait for a pullback? Which sector do you think catches up?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

miffsy
05-03 17:22
miffsy
AI infrastructure play looks promising.

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Shall We Sell In May?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":20b073ced34f4d919536cafffb312c81}&rnconfig={\"headerBarHidden\": true}","description":"April's final session: $S&P 500(.SPX)$ closed at all-time highs (+1%), $NASDAQ(.IXIC)$ +0.89%. Full month: S&P 500 +10.4%, Nasdaq +14.8% — the strongest single-month return since the post-COVID rebound in 2020.\nBased on historical data, if multiple new highs are reached in April, the subsequent market performance is usually relatively strong.\nWill the bull run continue into may?\nDo you chase the new high or wait for a pullback?\nWhich sector do you think catches up?","image":"https://community-static.tradeup.com/news/87ec273c27cbd8394dd7bfc53ab48c48"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>April’s surge is powerful, but a +10.4% monthly gain for the S&amp;P 500 and +14.8% for the Nasdaq Composite also raises the odds of near-term consolidation.</p>\n<p><br></p>\n<p>My view:</p>\n<p><br></p>\n<p>Will the bull run continue in May?</p>\n<p>Likely yes, but choppier. Momentum, AI capex visibility, and resilient earnings remain supportive. However, after such a steep vertical move, markets often rotate rather than move straight up.</p>\n<p><br></p>\n<p>Chase or wait?</p>\n<p>Prefer selective buying on pullbacks (3 to 7%), rather than chasing broad index highs. Risk/reward is less attractive after a euphoric run.</p>\n<p><br></p>\n<p>Which sector catches up?</p>\n<p><br></p>\n<p>1. Financials, especially quality banks if rates stay elevated</p>\n<p><br></p>\n<p><br></p>\n<p>2. Healthcare, lagging but defensive growth looks attractive</p>\n<p><br></p>\n<p><br></p>\n<p>3. Industrials / power infrastructure, key beneficiaries of AI buildout (grid, cooling, electrical equipment)</p>\n<p><br></p>\n<p><br></p>\n<p>4. Selective small caps, if liquidity broadens</p>\n<p><br></p>\n<p><br></p>\n<p><br></p>\n<p>Most crowded trade now: mega-cap AI.</p>\n<p>Most interesting catch-up trade: old economy names quietly feeding the AI boom, power, storage, cooling, networking, utilities.</p>\n<p><br></p>\n<p>Bull market intact, but leadership may broaden beyond the usual Magnificent Seven.</p></body></html>","htmlText":"<html><head></head><body><p>April’s surge is powerful, but a +10.4% monthly gain for the S&amp;P 500 and +14.8% for the Nasdaq Composite also raises the odds of near-term consolidation.</p>\n<p><br></p>\n<p>My view:</p>\n<p><br></p>\n<p>Will the bull run continue in May?</p>\n<p>Likely yes, but choppier. Momentum, AI capex visibility, and resilient earnings remain supportive. However, after such a steep vertical move, markets often rotate rather than move straight up.</p>\n<p><br></p>\n<p>Chase or wait?</p>\n<p>Prefer selective buying on pullbacks (3 to 7%), rather than chasing broad index highs. Risk/reward is less attractive after a euphoric run.</p>\n<p><br></p>\n<p>Which sector catches up?</p>\n<p><br></p>\n<p>1. Financials, especially quality banks if rates stay elevated</p>\n<p><br></p>\n<p><br></p>\n<p>2. Healthcare, lagging but defensive growth looks attractive</p>\n<p><br></p>\n<p><br></p>\n<p>3. Industrials / power infrastructure, key beneficiaries of AI buildout (grid, cooling, electrical equipment)</p>\n<p><br></p>\n<p><br></p>\n<p>4. Selective small caps, if liquidity broadens</p>\n<p><br></p>\n<p><br></p>\n<p><br></p>\n<p>Most crowded trade now: mega-cap AI.</p>\n<p>Most interesting catch-up trade: old economy names quietly feeding the AI boom, power, storage, cooling, networking, utilities.</p>\n<p><br></p>\n<p>Bull market intact, but leadership may broaden beyond the usual Magnificent Seven.</p></body></html>","text":"April’s surge is powerful, but a +10.4% monthly gain for the S&P 500 and +14.8% for the Nasdaq Composite also raises the odds of near-term consolidation. My view: Will the bull run continue in May? Likely yes, but choppier. Momentum, AI capex visibility, and resilient earnings remain supportive. However, after such a steep vertical move, markets often rotate rather than move straight up. Chase or wait? Prefer selective buying on pullbacks (3 to 7%), rather than chasing broad index highs. Risk/reward is less attractive after a euphoric run. Which sector catches up? 1. Financials, especially quality banks if rates stay elevated 2. Healthcare, lagging but defensive growth looks attractive 3. Industrials / power infrastructure, key beneficiaries of AI buildout (grid, cooling, electrical equipment) 4. Selective small caps, if liquidity broadens Most crowded trade now: mega-cap AI. Most interesting catch-up trade: old economy names quietly feeding the AI boom, power, storage, cooling, networking, utilities. 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