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1. Stock Price Forecast and Background
S&P 500 Target: Forecast to reach 7,700 points by the end of 2026 (approximately a 10% increase from current levels).
Four consecutive years of gains: Statistically, this is a plausible scenario, and this forecast may even be considered conservative (with the possibility of reaching the 8,000-point range).
Corporate earnings as the main driver: The rise in the U.S. stock market in 2026 will primarily be driven by the expansion of corporate earnings. S&P 500 EPS (earnings per share) is expected to grow at double-digit rates for three consecutive years, with an increase of 13.8% in 2026 and 14.4% in 2027.
Valuation (stock price level): While the P/E ratio of 22x is not cheap, it is justified in an environment of continued double-digit growth and declining interest rates.
2. Structural Factors Supporting the Uptrend
AI-related capital investment: This represents the largest technology investment cycle since the late 1990s dot-com era, providing structural tailwinds that will enhance corporate productivity and improve profit margins.
The AI boom has not yet entered a 'bubble zone,' and we view this theme as having strong sustainability.
Impact of the "OBBBA" (One Big Beautiful Bill Act):
The bill led by former President Trump is set to fully take effect in 2026, boosting R&D (research and development)...
S&P 500 Target: Forecast to reach 7,700 points by the end of 2026 (approximately a 10% increase from current levels).
Four consecutive years of gains: Statistically, this is a plausible scenario, and this forecast may even be considered conservative (with the possibility of reaching the 8,000-point range).
Corporate earnings as the main driver: The rise in the U.S. stock market in 2026 will primarily be driven by the expansion of corporate earnings. S&P 500 EPS (earnings per share) is expected to grow at double-digit rates for three consecutive years, with an increase of 13.8% in 2026 and 14.4% in 2027.
Valuation (stock price level): While the P/E ratio of 22x is not cheap, it is justified in an environment of continued double-digit growth and declining interest rates.
2. Structural Factors Supporting the Uptrend
AI-related capital investment: This represents the largest technology investment cycle since the late 1990s dot-com era, providing structural tailwinds that will enhance corporate productivity and improve profit margins.
The AI boom has not yet entered a 'bubble zone,' and we view this theme as having strong sustainability.
Impact of the "OBBBA" (One Big Beautiful Bill Act):
The bill led by former President Trump is set to fully take effect in 2026, boosting R&D (research and development)...
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$NVIDIA (NVDA.US)$ I purchased a large amount and am now waiting for the price to rise.
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$NVIDIA (NVDA.US)$
Oracle, Broadcom, Trump remarks 🐯…😵
This year has been an especially nerve-wracking market environment!
I’ve had enough of it!
I’m praying for a peaceful period with NVIDIA and the arrival of a Christmas rally 🙏‼️
Oracle, Broadcom, Trump remarks 🐯…😵
This year has been an especially nerve-wracking market environment!
I’ve had enough of it!
I’m praying for a peaceful period with NVIDIA and the arrival of a Christmas rally 🙏‼️
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$Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$
Broadcom 🚀 Nice assist 😆👍✨
Next, we aim for 50.![]()
Broadcom 🚀 Nice assist 😆👍✨
Next, we aim for 50.
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$Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$Following Oracle, Broadcom too?![]()
Today, I want to be lenient with myself and strict with others.![]()
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, it might be a good buying opportunity.
masa5858
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$NVIDIA (NVDA.US)$
I had placed funds in NVIDIA, but I was observing the extent of its impact while comparing it with Broadcom’s movements.
I had placed funds in NVIDIA, but I was observing the extent of its impact while comparing it with Broadcom’s movements.
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$NVIDIA (NVDA.US)$ $Disney (DIS.US)$ $Alphabet-C (GOOG.US)$
Disney has contracted to operate on OpenAI's Sora platform. At the same time, Disney raised concerns over potential copyright infringement regarding the handling of its characters on Google.![]()
The GPU camp isn't just getting beaten down!![]()
Disney has contracted to operate on OpenAI's Sora platform. At the same time, Disney raised concerns over potential copyright infringement regarding the handling of its characters on Google.
The GPU camp isn't just getting beaten down!
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$NVIDIA (NVDA.US)$
It seems that Powell's relatively 🐦-like statement might be having an effect, as the Oracle shock appears to be easing somewhat. Or perhaps it’s just my imagination.![]()
Given the sense of undervaluation and risk reduction, I wonder if NV will rise.![]()
It seems that Powell's relatively 🐦-like statement might be having an effect, as the Oracle shock appears to be easing somewhat. Or perhaps it’s just my imagination.
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