This year's U.S. stock market is indeed different.

It feels like a tale of two extremes.

If you pick the wrong sector, it seems you could get slaughtered. For example, anything crypto-related, the software sector.

While semiconductors, the ones selling the shovels, have basically taken off.

Be cautious when bottom-fishing, try to find more high-quality companies that can generate positive cash flow.

Recently, value stocks have been soaring, the UPS and KO I bought before have performed well.

You can clearly feel the capital seeking safe haven.

Also, the market is still talking about tightening monetary liquidity, and Powell isn't giving any hints, just think what those people on Wall Street would think.

So be careful with small-cap stocks and growth stocks.

Of course, if you invest with a horizon of several years, then there will be many bargains worth buying later, a super discount season might arrive.

The Nasdaq's rebound these past few days has been really weak, opening high and closing low really hurts the bulls' hearts.

The holidays are here, everyone should try to clear some leverage and then relax properly.

$Invesco QQQ Trust(QQQ.US)