NASDAQ Hasn’t Made a New Record High Yet, That’s the Opportunity
The happiest time to hold a stock, the report says, is when the market falls and yours keeps rising anyway, exactly what PLTR did during last year’s tariff war. Today that same psychology point becomes an actual trade: NASDAQ is the one major index that has not yet made a new record high.
S&P and DJIA have already broken into new highs, and chasing them now carries real risk. NASDAQ has not, which the report reads as more room to run rather than weakness. PLTR is up another 3.66% and TEM 6.57% today, both still following buy calls from June 26 and August 4, and the report expects SPCX to join them as a third retail favorite once its share release finishes.
The report backs this with NASDAQ’s own return history. The dot-com crash and 2022’s 33% drop drag down its all-time average, but over the last three years NASDAQ has returned far more than S&P or DJIA. For anyone who missed PLTR or TEM directly, the report points to NASDAQ-flavored ETFs, QQQ, ONEQ, QQQJ, CIBR, QYLD, QQQE, and PNQI, as ways in.
Underneath the momentum sits fresh Middle East risk. Tehran’s top security official just resigned, replaced by a senior Revolutionary Guard commander, adding new uncertainty to talks over reopening the Hormuz Strait right as the market had started treating that story as resolved.
NASDAQ’s missing record high is the report’s bull case for today, but a reshuffled Iranian security team is the reminder that the Hormuz story isn’t actually closed.
Full report available via the download button below. Read previous US Stock Express editions here.
US Stock Express 20260811 NASDAQ ETF
About the Author
Daniel Yue has been an active investor since 1980, with experience spanning stocks, currencies, futures, metals, and bonds. A scholar of the Chicago School of Economics, he holds a Certificate with Distinction from Cambridge University and a degree in International Trading from National Taiwan University. He served as Chief Analyst for over 30 years and Chief Mentor at Sincere Finance. In 2017, he received an award from the University of Arizona for financial internship leadership.
The analysis and opinions expressed in this article are for educational purposes only and do not constitute financial advice. Investing involves risk. Please consult a qualified financial advisor before making investment decisions.
About the Author
Daniel Yue has been an active investor since 1980, with experience spanning stocks, currencies, futures, metals, and bonds. A scholar of the Chicago School of Economics, he holds a Certificate with Distinction from Cambridge University and a degree in International Trading from National Taiwan University. He served as Chief Analyst for over 30 years and Chief Mentor at Sincere Finance. In 2017, he received an award from the University of Arizona for financial internship leadership.
The analysis and opinions expressed in this article are for educational purposes only and do not constitute financial advice. Investing involves risk. Please consult a qualified financial advisor before making investment decisions.