Summer markets appear to be winding down as the market breaks past a multi week bull flag to the upside. Foreshadows more follow through going forward. This is the time to eat
I’m a buyer of Apple here. While picks and shovel players will be fine, the AI model companies and hyperscalers are doing a lot of spending without a direct path to returns. There will probably be a lot of volatility in their valuations while the market shakes out.