Key insights
- The user notes a surprising market rally over the past two months, reaching new all-time highs for their portfolio, driven by stocks like SNDK and MU. They express concern about potential drawdowns due to market euphoria and rising inflation, questioning the impact of potential rate hikes and seeking views on future market bottlenecks.
Happy weekend y’all. 2 months ago, I asked this question in this subreddit and fast forward 62 days later, the market has been printing green non-stop which honestly, I’m quite surprised given the sentiments back then. Some of you were saying more pain to come while some were more sanguine
Personally for me, my account finally punched through my 3 November 2026 ATH as of yesterday’s close and I’m up about 26% YTD (Thank god for SNDK & MU)
So what’s everyone’s view for the next few months? Are we due for a big drawdown with the way the market being so euphoric lately? Any rate hike concerns with heating inflation? What’s the next bottleneck play after the memory run up?