Very tough market
I can see that the stocks that might normally fly on no earnings now, but hopes of great earnings 6-12+ months out, are fizzling(ie AAOI). I am seeing the AI stock craze slowing considerably(SMCI looks dead for now), and I think this could mark the end of the insane 16-17 month rally we've seen. I don't know how to make out in this market(being that we've likely seen the highs for the year), but it won't be tech, financials, energy, consumer staples, housing, or even roads and bridges anymore. If I had to guess maybe were to hide, it would be healthcare. Of course, shorting the market for the next several months wouldn't be the worst idea either.
