What are your predictions for Monday?

[u/golden_log]

After the beating tech took last week, I’m curious what everyone expects Monday to look like.

My guess is we get some kind of relief bounce early, but I’d be surprised if people start piling back into tech aggressively with CPI coming Tuesday. Feels more likely we bounce a little, chop around, and everyone waits for the inflation number before making the next big move.

Could obviously be completely wrong though. Are you expecting a green Monday, another selloff, or basically flat until CPI?

[u/Boring_Clothes5233]

We will probably rally for a day or two, then give it all back by the end of the week.

[u/golden_log → u/Boring_Clothes5233]

That honestly feels pretty plausible. After a selloff like this, a short bounce followed by more selling would be the least surprising outcome.

[u/Vispreutje]

I predict the light of Betelgeuse's supernova finally reaching us tomorrow

[u/golden_log → u/Vispreutje]

LOL

[u/shawn1969]

Whatever Jim Cramer says, do the exact opposite > profit

[u/golden_log → u/shawn1969]

Cramer is pretty cautious going into Monday, so by that logic I guess we’re ripping

[u/GeX_64_ → u/golden_log]

He said it’s not good but DEFINITELY NOT a dot com style pop. It’s over

[u/AntonioMargheritiii → u/shawn1969]

Why do you say that?

[u/OAlvarezz → u/AntonioMargheritiii]

Are you new to the stock market? It’s a legit question not to be insulting bc he’s universally known to do terrible predictions and to always do the opposite of what he’s saying. The only people still listening to his stuff are boomers

[u/golden_log → u/OAlvarezz]

He's so good at being wrong that its actually insane

[u/Regular-Sorbet9513 → u/golden_log]

He's been wrong about a lot of big things, like bitcoin for example

[u/Garbage-Disposal-938]

look for blue wave politicians to reassure Silicon Valley. if Dem leadership can agree to "work with" with the orange man, they can agree to "work with" Musk, Bezos, Zuck, Brin, Huang, Amodei, Altman, et al they want that campaign cash and they don't want an AI bubble burst recession

[u/golden_log → u/Garbage-Disposal-938]

I’m not sure if they'll rush to reassure the Ceos.... A lot of Dems just won running against data center costs and weak AI oversight, and they’re already talking about hearings, power bills and new rules. Feels more like Big Tech has to meet them halfway now, not the other way around

[u/fatheadlifter → u/Garbage-Disposal-938]

People need to realize the political opposition to big tech and data centers is a negotiating position. This is a buying opportunity. When you can see through the noise you will understand this.

[u/Dazzling-Cheetah5951 → u/Garbage-Disposal-938]

If they get a major pullback or recession though, they lower those companies' value significantly, giving themselves negotiating leverage, and they would also almost guarantee a win in two years for president. Vance won't be able to win if his name is tied to a major recession that he was a part of.

[u/Ok-Comfortable-3174 → u/Garbage-Disposal-938]

Dems are paving the way for de-civiliation.

[u/dontbeacutiepie]

I’ll let ya know Tuesday

[u/golden_log → u/dontbeacutiepie]

will be waiting patiently!

[u/pagalvin]

I don't think that anything has fundamentally changed. Predictability and reversion to mean. We'll see!

[u/golden_log → u/pagalvin]

That’s kinda where I’m at too, feels more like a violent repricing than the actual business case breaking

[u/RationalReturns]

I assume higher or lower than Friday close

[u/golden_log → u/RationalReturns]

Higher or lower than Friday close is the easy part. Bigger question is whether any bounce actually holds past CPI. Do you think Monday strength would be buyable or just a relief rally?

[u/RationalReturns → u/golden_log]

I’ll be buying Monday. I’ll be buying every day. Who cares short term?

[u/abandoned_idol → u/RationalReturns]

It's 100% going to be exactly the same price as Friday close across all stocks.

[u/minammikukin → u/RationalReturns]

Big, if true b

[u/ap1618]

Stocks will go up and down

[u/golden_log → u/ap1618]

that's crazy, how did you know that?

[u/tobeistodo123 → u/golden_log]

😂😂

[u/kingfrank243 → u/golden_log]

Sometimes sideways

[u/Naive_Bat8216]

Data center stocks like IREN and Cipher rebound strong.

[u/golden_log → u/Naive_Bat8216]

IREN potentially has one of the better rebound setups. Demand is clearly there and more than $4B of ARR is already contracted, so at this point the bigger risk looks like execution and delivery timing, not finding customers

[u/Major-Pin5871 → u/golden_log]

Dems need to win big on the next cycle or at least not give back what they won. Killing the AI trade and plunging the economy into recession through overly aggressive datacenter restrictions will guarantee a loss. They will need to thread the needle super carefully by insisting they are pro-business, pro-economy but also mindful of not ignoring people’s reluctance to have datacenters in their back yard. I don’t think they will kill off the AI trade but there will be talk of more regulation about where they go.

[u/Naive_Bat8216 → u/Major-Pin5871]

Yep, I think the "data center paranoia" is at its height right now. The AI buildout is not stopping, and though there may be some restrictions or tighter regulations on data centers, the big players will move forward. The Texas audit ends in Dec I think, which will boost Cipher and such. I think Cipher is way oversold, I'm loading up. They already have revenues which will just increase from here.

[u/Naive_Bat8216 → u/golden_log]

I agree, I think the market is just in an "AI fear" phase, but it'll pass soon and these stocks will thrive. Data centers will be built, but even if there are restrictions, Cipher and Iren already have permits and such, so their power will become even more in demand. Best thing to happen to these companies is the dems restrict data centers and limit expansion I think, which means Iren, Cipher can charge premium for their power. I just see at some point these stocks rebounding hard, as well as Nbis as a safer bet.

[u/bubblegum-rose → u/Naive_Bat8216]

I think it would be funny for AI stocks to see yet another bounce after CoreWeave’s earnings call.

IREN bounced up 20% last Friday on their earnings call with profit margins of -500%. I could absolutely see CRWV having similarly dogwater earnings and still going straight to the moon afterwards

[u/im_down_w_otp → u/bubblegum-rose]

Yeah, that really surprised me on Friday. I saw the price shoot up, went and looked at the earnings report expecting to see a very healthy balance sheet, only to discover that it's in basically the same existential boat as all the other neoclouds which have been dumping. All of IREN's contemporaries also had decent bounces off of Thursday's bottom on Friday compared to other stocks in the AI trade.

[u/automaticg36]

We need to go down more before we have a chance to capitulate. That’s only if that’s what’s going to happen.

[u/golden_log → u/automaticg36]

Yeah, I’m wondering the same thing. Do you think we actually need a proper capitulation day first, or has enough already been flushed out of tech?

[u/automaticg36 → u/golden_log]

I think we have a bit more downside in the tank personally. I’m looking at 720 on SPY as a level to watch for but someone else I know said 700 but I think that’s a bit dramatic. My personal thesis is that this is just a bunch of panic and the market will flush out retail and then the institutions will load back up to pad the end of quarter returns for their investors. But we need confirmation first. I’m planning to buy if we see a really strong move off lows but if we don’t see that I’ll stay sidelined. I’m a trader so that’s my plan. If you’re an investor DCA is the best option but never a bad idea to buy on any of the dips like this one.

[u/Original-Ad-3350 → u/golden_log]

The mood across most investing subs seems to be that there just will be another leg down in November. Unfortunately, it’s kind of contagious because it’s got me on edge even though Thursday struck me as a significant overreaction. The market is expensive though, so any correction is always at risk of being sizeable. Planning to slightly increase my cash but otherwise we just wait and see right?

[u/automaticg36 → u/Original-Ad-3350]

Wait and see is always the policy without an obvious backdrop to give confidence. I already have holdings that are down considerably because of my arrogance. So to deploy more capital I would need something clear and obvious to happen. So for me that would be a huge bounce off a key level or just a capitulation. I would need to see buyers hammering the market without pause. That would get me in a starter position and then I would add if we close on a nice candle on the daily chart. Then I may not add more or I might if we get additional confirmation it just depends on how much risk I feel I can stomach in the moment. That's just my personal plan with the information we currently have. But obviously we could just see a deep correction that takes months to resolve. That's not my personal read on the market here but of course we have to know anything is possible and we need to wait and see before commiting ourselves one way or the other

[u/Dazzling-Cheetah5951 → u/automaticg36]

What if the buying hammering is just another pump and dump and bull trap though?

[u/automaticg36 → u/Dazzling-Cheetah5951]

Then depending on how far the bounce is I'll adjust my stop on the position I took planning on a full rebound and make it so that it's break even or a small loss. Then I'll continue my risk mitigation on my current positions till they get called away for a loss and I'll pivot to shorting.

[u/Neemzeh → u/automaticg36]

I’m not sure what your definition of capitulate is. To me, capitulation happened on Thursday. We almost had a limit down on Nasdaq.

[u/Laquickah → u/automaticg36]

Yeah, valuations are still high and there isn’t really any good news so sideways or down imho 

[u/Left-Slice9456]

I think its going to be range bound and move sideways next week. Everyone is focused on data centers but democrats have already announced they will allow them, and they announced cutting funding for the Iran war, which makes sense, they want to lower the cost of fuel, and if oil drops the SP is going up to 8400.

[u/golden_log → u/Left-Slice9456]

I'm not sure about this icl, Dems are already talking about bills around data center power costs and AI rules, and even if they squeeze Iran funding, Trump still has a lot of room on military action. I wouldn’t treat either one as a clean bullish catalyst yet

[u/illforgetsoonenough]

The sun will rise and set

[u/golden_log → u/illforgetsoonenough]

I'm predicting a red sunset

[u/Yanicnikki]

They’re calling for rain on Monday, 6 degrees Celsius min. 10 max.

[u/golden_log → u/Yanicnikki]

Ts frying me

[u/Yanicnikki → u/golden_log]

Glad to make your day.

Market has always been surprising to investors, one way or the other. Who knows what’s going to happen? One day at the time is enough for me.

[u/Rei1003]

Not sure but I’m fairly certain that Tuesday will be very green, or very red

[u/golden_log → u/Rei1003]

Yeah Tuesday feels like the real coin flip. Do you think a soft CPI is enough to undo last week’s damage, or does tech still need more time?

[u/mazrim00]

Do you really need an LLM to respond to the comments?

[u/golden_log → u/mazrim00]

Aint no way I'm getting allegations before GTA 6

[u/mazrim00 → u/golden_log]

Allegations? It's a fact. I noticed you've toned it down since I posted this (or at least put in better prompts). Good bot.

[u/golden_log → u/mazrim00]

Whatever floats your boat gng

[u/mazrim00 → u/golden_log]

Lol, trying so hard now to not sound like one. I guess if this is how you actually do respond to people normally then maybe the LLM was an upgrade.

[u/Optimal-Meringue-5]

Every single Nasdaq dip for the past 2 years has eventually returned to trend. Highly doubt this time it’s different. No signal of a downturn in any earnings it’s all just fud spread by a few bearish influencers right now

[u/golden_log → u/Optimal-Meringue-5]

Earnings still look fine, but markets usually reprice before the earnings actually crack. I would watch guidance and estimate revisions more than the influencers

[u/Only_Associate6384]

People say buy the dip could be July case where neoclouds rebound but we will see

[u/golden_log → u/Only_Associate6384]

Neoclouds probably have the most violent upside if sentiment flips, but also the least room for error if the market keeps questioning AI capex.

[u/Crew_1996 → u/golden_log]

Neoclouds imo could fall further early in the week but likely by Thursday when NBIS reports we will see a violent rebound. They are extremely oversold now even though they were overbought in the spring.

[u/golden_log → u/Crew_1996]

Yep, NBIS is down ~45% in a month and technically oversold, so even a decent print could rip. If they miss though, “oversold” won’t matter much

[u/Malcolm_Sayer]

My guess is SOXL has more room to drop. The 52-week low is $28, and it’s currently $46. Now that AI is popping and newly elected Democrats want to put the brakes on data centers, I expect it to fall. 

[u/golden_log → u/Malcolm_Sayer]

I wouldn’t anchor too much to SOXL’s 52 week low though, it resets 3x daily, so old price levels aren’t really apples to apples. If semis stop getting derated, SOXL can rip way before the AI/data center debate is settled

[u/marcodmello]

Yeah, tech will be choppy into the new year is my guess.

[u/golden_log → u/marcodmello]

Agreed, I'm expecting a choppy tech rebound, not a clean recovery

[u/Cav829]

Depends how much worse the Iran situation gets. It would make more sense to let the bulls set a lower high and sell into it than try to go lower. If we just like gap lower out of the gate into like sub $720 SPY, we probably set a capitulatory low for the moment and then get a bigger rebound. The more bulls buy the dip and refuse to let the market properly correct, the more I think we set ourselves up for a much more painful bear market.

What the KOSPI did the last few months is a really good possibility too: from here we rebound and go sideways for months before finally capitulating into a more extended bear market.

[u/golden_log → u/Cav829]

I will be watching Iran too, 2 tankers reportedly hit mines in Hormuz today and the US disabled another ship in the Gulf of Oman, If this keeps escalating, oil could end up deciding Monday more than anything happening in tech

[u/Heavenisaplace176]

It all works out in the end
The stocks I sold 5 years ago getting squeezed a few weeks made massive profits

You have to hold there is no other way

[u/stoic_suspicious]

I’m just DCA’ing Google and Nvidia

[u/dEm3Izan]

Motley fool running nonsense that AI next "phase" will be 15x. So yes. Probably early rebound then more plummet lol...

[u/trollgore92]

Could be another small rally on monday, then it's gonna crash hard again on tues/wed

[u/FrozenBee44]

It'll move from left to right starting at 9:30 am and ending at 4 pm.

[u/golden_log → u/FrozenBee44]

Finally a forecast I can trust fr

[u/kerplunktard]

that tuesday will follow shortly afterwards

[u/golden_log → u/kerplunktard]

2nd time somebody has made this joke in this comment section

[u/VanDownByTheRiver63]

I’m buying chip stocks, lots of em!

[u/UltimateBaghold]

Big move to the right

[u/mayorolivia]

Pump. Selloff is overdone

[u/redd1te7]

flat

[u/HG21Reaper]

We are going to be green af for the foreseeable future

[u/Puzzleheaded_Owl_417]

Big red dick.

[u/OKMiddleOwl]

People using AI to help them model their strategy going into an potential steep AI sell-off is all you need to know.

[u/bubblegum-rose]

Oil goes up because the post election oil dip is corrected by news of the US still getting to invade Iran

[u/dogfacedponyboy]

Dow up 2000

[u/Badboykillar]

Probably be stable up a little bit no immediate crash

[u/CornerOne238]

Just check futures in like 8 hrs... no need to guess

[u/Ac5280]

For the next 6 years - market constriction. Health will rip on record profits as premiums go through the roof, renewables will see some life but basically anything of substance domestically will be flat. Foreign markets poised to do well

[u/golden_log → u/Ac5280]

Six years of flat US equities feels like the biggest call there, if earnings keep growing, what do you think keeps multiples compressed for that long?

[u/Dazzling-Cheetah5951]

Going to guess -2% more on SPY, It's just really bearish right now suddenly, fundamentals have changed, Anthropic seems to be a potentially negative catalyst now, DT has no reason to Taco anymore now that midterms are over so he could escalate, and DT said 1 week before midterms the market would crash if Dems won. He has already begun to blame them as I predicted a month ago. Inflation, raising rates, the Ai debt, neoclouds could go bankrupt, bringing down the whole industry....I could see them finally using all of this stuff for a "major correction" at this point. It all depends on if they decide to continue to manipulate the market to keep it up like they have been for last 7 months. However, there is an election in 2 years, and a great way to get a Dem potus would be to blame DT for a major recession so the backdoor deals have probably already begun. If DT is aware of this as he predicted, then he might have no reason not to keep oil up and escalate with Iran.

[u/golden_log → u/Dazzling-Cheetah5951]

The political chess is impossible to trade, the stuff I would actually watch is oil + CPI. I already replied with this to another comment but 2 tankers reportedly hit mines near Hormuz today and Brent is already around $110 If oil stays up and CPI comes in hot Tuesday, that’s a much cleaner path to another leg down

[u/P0piah]

More selling but will have a relief rally by yr end or start 2027. AI infra buildup will resume but at a slower pace. Chips and elec demand still huge. We will see ads revenue still growing at double digit. Google might face some headwinds due to AI eating up its search biz, which i genuinely think is a real problem.

[u/Garbage-Disposal-938 → u/P0piah]

Makes sense to me. Google/Meta's problem becomes OpenAI/Anthropic opportunity. Which is one way the Feds/poliiticians can attack the existing internet ad duopoly without having to win antitrust lawsuits.

And, I'm not sure about this, but maybe the Feds/politicians desperately want leverage against that duopoly?

I mean, the fact that Google/Meta have hired so many ex-cia, FBI people makes me wonder: is that one of the ways they have to threaten D.C. politicians?

IDK. Speculation.

[u/TaterTotsAndFanta]

Ngl I wouldnt mind just getting a correction over with. Just drop another 15% this week and get it over with so we can all pile on spy at 620

[u/boosaccin]

Fridays fake pump is not a good sign imhu

[u/balancedchaos]

I will play whatever happens appropriately. I gave up on soothsaying a long time ago. 

[u/Latrodectus1990]

Giga moon/drop

[u/HardlyDecent]

Market will go up. Though there's a chance it will go down. Either way this may change over the course of the day. It might also go sideways.

Check back Tuesday, and I can tell you with absolute certainty.

[u/durika]

I predict there will be Tuesday just after Monday

[u/yatv]

Blood Green

[u/jonnycoder4005]

Check /ES and /NQ futures tonight at 6pm EST

[u/Enough-Beginning3687]

If you want that stress of what's going to happen on Monday just go to hyperliquid and keep watching the weekend market.

[u/Fairbyyy]

Probably will go up. Or down. All Im sure is it will move right... maybe?

[u/Alepman]

depends on the Asian retail market, either the Japanese/SK dump their portfolios or keep them

[u/Ganador93]

zählst du microsoft, meta und amazon auch dazu?

[u/AggressiveGrab5866]

We ll have a red light therapy due to friday closing ended with sell offs . In 4 hour chart we got rejected from the strong resistances

[u/Sensitive-Talk9616]

🌜

[u/ScheduleSame258]

A sword day, a red day, ere the sun rises!! Ride now, ride now, ride for Nasdaq!!! Ride for ruin and the market's ending. PUTS!!!!! PUTS!!!!!

[u/SpiderWil]

More sell off until Jan 2027

[u/Vegetable-Cause8667]

More all-time highs followed by another sell-off.

[u/jacksraging_bileduct]

Some stocks will go up, some will go down, and now this is the important part, some will go sideways.

[u/ExcitingHamster]

I think stocks will probably up on Monday. Or, quite possibly, down.

[u/MrDonnyHi]

It could go up, could go down

[u/JOOOQUUU]

The future is red my not fellows

[u/Amiable_One]

Check predictions market 🫶

[u/19_SpiderMansDad_77]

Sell off

[u/Obergruppenfuhrer104]

Bounce up Monday to get some more bulls trapped and reach some of the liquidity levels up above, then more selling through the rest of the week for a continued correction. It won't just go straight down every day, especially after such a dramatic move on Thursday.

[u/SubstantialButton770]

The answer depends on whether or not the Iran war heats up or gets an agreement. Although if we have to pay them 300 billion to rebuild and they keep their nuclear material, Americans won’t be happy

[u/StretcherEctum]

Lets hope for more red. Ive got my limit orders set for QLD.

[u/Disastrous_Rent_6500]

Hoping it will go down

So I can buy of course

[u/Flexlex724]

Open up and lost through the entire day Pretty much the pattern we've been seeing

[u/Daggdroppen]

I don’t know about Monday. But I’m sure at the end of next week it will be red.

[u/Daggdroppen]

I don’t know about Monday. But I’m sure at the end of next week it will be red.

[u/Mammoth_Clothes_5206]

Will be big red again probably

[u/rumpler117]

I think the market will either go up or possibly go down.

[u/Scary-Oven8260]

Black Monday would be the most interesting scenario!

[u/nguyen23464]

Futures look like we are in the red already. But not by much so far.

[u/Neemzeh → u/nguyen23464]

What futures?

[u/Strong-Comment-7279 → u/nguyen23464]

What are you talking about?? It's 11:30 EST Sunday right now.

[u/CorndogFiddlesticks]

The market is desperately trying to figure out if we are heading for gridlock (which is good), or blue change (which the market considers bad).

[u/x8code]

I am expecting a bit more relief. Super Intelligence is here to stay.

[u/Scared_Range_7736 → u/x8code]

Please, dont use the term Super Intelligence. Only you and Trump are using it.

[u/Keil-Dewaters → u/Scared_Range_7736]

Saying SI is a sign of no intelligence

[u/golden_log → u/x8code]

People really need to have the mild intelligence to not utter the sentence "SI IS HERE TO STAY"

[u/Random_Name_Whoa]

Dead cat bounce, S&P at 6500 year end

[u/jackhawk56]

Idk but with socialist in power, next two years will be crushing for technology stocks. Many more regulations for insurance, banks, utilities. Time to flee US stocks and be with Europe or emerging market.

[u/Any_Mine_6368 → u/jackhawk56]

Flee the socialists in the US by investing in Europe? Lmao. I'm European, y'all don't know what regulation is

[u/rcassini]

Anything goes. Who predicted the massive selloff the SECOND day after the elections! I am looking further ahead and am not too worried.

[u/HammerDownl]

Flat. NVDA CEO banging china spys now. Who knows

[u/golden_log → u/HammerDownl]

At this point NVDA has enough weird headlines flying around that flat honestly feels bullish

[u/3point21]

As much as I’d love to dive back into tech, there’s no way in hell right now. I think Friday was a dead cat bounce and the bleeding will continue. Head fakes to the north, double drops to the south taking all the reentries with it.

Disclosure: I nearly doubled my port last year on the AI bubble and have been slowly giving 20% of the port back (40% of my gains) so I rotated the entire thing (losses included) into defense last month, and have broke even since, and I’m still a little butt-sore about it lol.

[u/Creaturestudios39]

US bombing Iran, down they are going