2026-01-09 01:34:06

Optimistic about the US stock market in 2026, the likely trend remains a bull market with oscillations upward.

The core logic supporting this judgment is quite clear—two main themes. One is the ongoing deepening of the AI industry revolution, which is no longer a new topic, but the driving force is still there; the other is the gradually easing liquidity environment, and this signal is becoming increasingly clear.

On a deeper level, the US economy is currently in a new "early cycle" phase. What does that mean? It means the economy has just emerged from the bottom, growth expectations are still being restored, and market risk appetite has also increased. In this environment, risk assets tend to attract capital. AI, as a new engine of growth, naturally becomes the most watched direction.

Therefore, short-term fluctuations are normal, but the overall upward trend should be no problem.

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

17 Likes

Reward
17
6
Repost
Share

Comment

0/400

SandwichTrader

· 01-09 02:03

Liquidity easing + AI dividends, this logic indeed holds up The oscillating upward trend sounds comfortable, just worried it might be just on paper However, the early cycle part is relatively credible

View OriginalReply0

bridge_anxiety

· 01-09 02:03

Oscillating upward? Then I'll just keep buying the dip. AI is indeed not over yet; it's also understandable that liquidity has loosened. I've heard about early cycles many times, but this time it seems a bit different. We need to watch 2026 carefully and avoid getting cut again. This wave should be able to fly, but it's mentally exhausting.

View OriginalReply0

OneBlockAtATime

· 01-09 02:02

Early cycle bull market, I believed in this wave --- Both AI and liquidity, they sound quite right but also not new --- A smooth upward oscillation sounds good, but I’m just worried about being caught off guard during a dip --- 2026? Should I get in now or keep observing… --- Anyone who dares to be optimistic about the US stock market is quite brave. I’m still debating whether to go all-in or buy in stages --- Relying solely on AI and easing to rescue the market? Feels like these two are always the saviors --- The overall direction is fine, but how to bottom out in the short term is the key --- Is liquidity easing really here or just a signal? That’s the real question --- Saying the early cycle has bottomed out is easy, but actually doing it is hard. Who knows where the bottom is --- If it weren’t for the liquidity expectations, could US stock prices be this high?

View OriginalReply0

SelfCustodyIssues

· 01-09 01:51

Why does this logic always feel a bit off? --- It's AI and liquidity again, we've heard this script too many times. --- I'm a bit skeptical about the early cycle; it feels like the Federal Reserve hasn't really loosened its stance yet. --- A bull market is a bull market, but I'm just worried it might be another paper wealth. --- I'm optimistic, but even if there's a short-term correction, don't panic. As long as you hold your position, it's all good.

View OriginalReply0

CommunityWorker

· 01-09 01:42

Early cycle + AI + liquidity easing, a triple boost, this logic makes sense

View OriginalReply0

SmartMoneyWallet

· 01-09 01:38

Liquidity easing depends on the Fed's subsequent actions; don't just listen to the stories. --- Early cycle? What about the data? Let's look at on-chain fund flows to speak. --- The AI driving force is still there, but the chip distribution has long since changed hands. Those entering now are probably bagholders. --- A sideways upward movement sounds comfortable, but in reality, it's just whales accumulating, while retail investors are still chasing the rally. --- I believe in a US stock bull market, but why is 2026 such a coincidental timing? Is someone laying the groundwork? --- Liquidity easing ≠ capital inflow. Don't confuse the two; it depends on the actual moves of the traders. --- The AI revolution argument has been overused; it was said last year, and it's still being said this year.

View OriginalReply0