Last night, both the Nasdaq and S&P in the U.S. stock market hit new highs. The two-month-long 'Spring Dip' reversed in just two weeks. The core market is no longer betting on the fastest scenarios happening, while computing power is starting to face large-scale shortages, triggering a short squeeze. Looking at the moving averages, they haven’t fully formed a bullish pattern yet. So, will there be some consolidation next? Let the moving averages catch up, form a bullish pattern, and then kick off the 'Summer Offensive'? Liquidity might tighten slightly over the next two weeks, and with the final critical moments of the Iran situation, hopefully, there will be opportunities for everyone to get in. Once the Iran issue is resolved, here’s what’s next: 1) Trump’s visit to China in May, leading to a honeymoon period for U.S.-China relations; 2) Trump fully focusing on the economy as he gears up for the midterm elections; 3) The Treasury’s TGA could hit a historic high by the end of April, and spending efforts in May will further increase, improving liquidity; 4) And the most crucial point: As discussed multiple times before (https://(x.com)/qinbafrank/status/2044209665152790631?s=46&t=k6rimWsEbo2D2tXolYcM-A), the key to Q1 earnings season lies in cloud business being explosive enough to show the market that AI is rapidly commercializing, shifting sentiment from skepticism to validation. This post is sponsored by @bitget_zh: 'Bitget for U.S. stocks: Instant entry, seamless trading.'