HJ, CFA
HJ, CFA| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 42 | Subscribers | Read | theinvestingclub.substack.com |
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2026 Outlook: The Road to 8,000
### The 2026 Outlook: 4 Themes for the New Year
The Data is Coming
### 1\. The Headline Shock: -105K
AMD is outperforming NVDA
NVDA is up only 36% YTD (since Jan 3rd 2025), while AMD has had whooping 90% gain since, (110% if you consider ATH)
The Market is at an Inflection Point
That puts us in a neutral zone, not signaling imminent recession, but clearly no longer in the “cautiously bullish” regime we saw in September.
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