[US Stock Alpha Sister] 2026.10.25 US Stock Weekly Review | What does the counter-trend rise in US Treasuries mean | Has this sell-off bottomed out, will it rebound first or break through directly next week? | How to trade gold next?

What 美股Alpha姐 said in this video:

• SPY▼bearishshort-termThe host views Friday's doji as short covering, a continuation pattern; repeated tests of 758.58 weaken it, and a break targets the 748.6–750.4 neckline.Source
• SPY▼bearishmid-termIf the 748.6–750.4 neckline breaks, a measured move points to 719–720 on the S&P, below the annual line, roughly an 8% pullback from the high.Source
• Inflation●neutralshort-termBad news abounds — OpenAI's valuation cut, rate-hike expectations, uncontrolled inflation — but sentiment has not reached the capitulation needed for a bottom.Source
• QQQ▼bearishshort-termQQQ has genuinely broken below the 707–712.6 box and is weaker than SPY; after any bounce the next support is near the annual line around 683.Source
• IWM●neutralIWM and the Dow are mentioned only in passing as a lead-in to the TLT discussion, with no directional call.Source
• Bonds & Rates●neutralmid-termTLT rose 7% against the market; with the 10-year yield back below 5% at 4.948, the host expects yields to oscillate around 5%, as Treasuries remain attractive to large asset managers.Source
• Crypto↗positive for stocksmid-termBitcoin held firm in the selloff, down only ~8% in consolidation; unless the S&P crashes over 20%, the 58,000 low is unlikely to break, and further dips are buying opportunities.Source
• Other↘negative for stocksshort-termThe host's gold position broke below her entry and a key platform; admitting the call was wrong, she plans to reduce on a rebound.Source