币圈荒木|Araki🪵
币圈荒木|Araki🪵|Nov 01, 2026 08:18
Next week's US stock market schedule is really going to keep us up all night! November 2nd to 6th: AI earnings reports, midterm elections, and non-farm payrolls all piled up. Whether my account can recover is uncertain, but I can refill my coffee supply for those all-nighters I'll be watching Palantir after the market closes on Monday, and AMD after Tuesday. I just want to figure out if the AI rally can continue. Are companies willing to spend money? Can chip orders translate into profits? Are the subsequent guidance strong enough? As someone who focuses on semiconductors, my biggest fear is reading earnings reports and thinking everything is settled, only to be slapped in the face when I open my account. Now, good earnings alone aren't enough; the market's expectations have to be even better. If good news doesn't move the market, then we need to be extra cautious. Tuesday also sees the US midterm elections, and I expect a flood of articles and reports. Taxation, fiscal policy, regulation—any slight shift in any direction could cause a jump in related sectors. Enjoy the news, but don't let your positions get carried away. Don't get wiped out before the votes are even counted. Watch the non-farm payrolls report at 9:30 PM Beijing time on Friday. If the data is too strong, I'm worried interest rates won't come down; if it's too weak, I'm worried the economy won't be able to hold up. The key is to find a reason to sell off in either direction; don't rush in just because it's "below expectations." Next week, I'll be watching one thing: after the news is released, will anyone still be willing to buy? Good earnings reports can drive up prices, and there will be buyers on pullbacks, making it more reassuring to hold. If even good news causes a surge followed by a decline, don't just keep talking tough. By the way, the US has switched to winter time; the market will open at 10:30 PM and close at 5:00 AM next week. US stocks, you better perform well; don't let me lose my hair before I even make any money.
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