@trevhesinvests@YodaStockInvest Perfectly said
A lot of quality names can't compete with the excitement of 'this Mag7 plans to spend a gazillion dollars in to this company that plays a part in AI infra'
Won't be like this forever
Stock price follows the business eventually
@Mr_Derivatives Also the last 8% drop was in Q1
Lately, corrections been about 1.5yrs in between
Wouldn't be surprised to see the market trading pretty flat from here and maintaining the current YTD for the rest of 2026
Great summary with all of these.
I think you hit the biggest lesson to gain from 2026:
Finding great companies is cool - no doubt about it.
But being able to spot a mass rotation of money and detecting where it will eventually flow to and setting up shop there is another level of alpha.
Early bird gets the worm.
Now isn't the time to exit all your positions
You should've been trimming when the the market hit new all time highs daily
Now's when you turn off the screens & touch grass with family
Trust your projections & understand that your time horizon is no where near complete
There's an endless supply of AI growth catalysts.
Mag7 is throwing money to AI
Government wants to throw money to AI
Investors want to throw money to AI
What will it actually take to end this run?
BREAKING: President Trump says the Trump Administration might buy equity stakes in US AI companies and that he will host a meeting with AI executives as soon as next week, per Reuters.