Bull 7 vs Bear 4. Bull: QQQ rose Friday while broad market fell, and the weekend AI catalyst (GPT-6 Astra, Nvidia–HuggingFace, tight memory demand) that drove Asian chips up huge is a direct tailwind for tech-heavy Nasdaq on the 09-08 reopen. Bear: hawkish rate-hike fears and yields at highs pressure valuations. Reflect: checked whether AI news is priced — it broke over the weekend and hasn't traded in the US yet, so still fresh; positive momentum + catalyst outweigh rate fears. Decided up.