
GEV Return Rate
Total AssetsStay safe everyone. This is only the prelude. Read my earlier posts warning of a topping process. Money from institutions will rotate to non conventional defensive names holding scarce resources (many think metals etc) but AI memory and AI energy holds pricing power and will hold up very well. Hence why they are stronger in this pullback. They will still pull back being at the end of their waves and in the bigger general market pullback later but they will recover more strongly. It will be a stock picker’s market moving forward.
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