$Invesco QQQ Trust(QQQ.US) Use AI for analysis 1 and 2, then look at the macro picture.

1. First, review the overall market: resistance at 725, if it stabilizes and breaks through 730, it's actionable.

2. Review individual stocks: software and China concept stocks mostly rose. Software surged due to Meta news, while China concept stocks simply fell too much. However, now that I'm in the US stock market, I won't buy China concept stocks.

After AI screening, I still need to look at and pick each one myself.

No panic over the sharp drop last night. The positions bought last night can be sold on a short-term rebound. The overall judgment is still that the market will experience wide fluctuations for another 1-2 months, and it will be much easier to trade after September.

Looking at the macro picture, in an interview a few days ago, someone (possibly referring to a person or a term) mentioned a strong dollar and such.

I feel that after selling US bonds for these two months, they can start lifting the stock market in September.