Good times coming to an end by May 31 IMO
AI is the only reason this market has held up so well, and after SMCI last night, I think the party is winding down. I have for a long time said this whole market since Oct 2022, has been a bear market rally, and I still think that. I would say, there will soon be little place to hide. I mean it's been the AI stocks, selected tech, energy, Infrastructure, and metals, but I think it's time to abandon those sectors as well. If I had one sector to pick to be in, it would be selected healhcare. I think the market gets much tougher from here for the rest of the year.
