š§ May has confirmed the strength of tech-led ETFs: the Nasdaq gained almost 9.6%, the best performance since November 2023. ETFs like QQQ and QQQM have ridden the AI-fueled wave, especially after good NVIDIA reports and signs of tariff truce.
š Macro information indicates that the current rally is supported by solid corporate margins and increasing inflows into tech funds. Additionally, there will be key deadlines in the coming periods such as the triple option "witching" and the Russell rebalancing on June 27.
š” With these premises, Nasdaq ETFs remain a great bet for exposure to big technology and artificial intelligence, but macro indicators, yields, and tariff dynamics should be monitored closely.
š Are you already investing via QQQ/QOOL/QQQM or waiting for a pullback to enter?