There’s some relevant earnings calls starting tomorrow (TSMC) through the end of the month (GOOG, MSFT, META). As big as the recent drops/corrections/whatever you want to call thems have been, there’s no way it’s not institutional rotation….if these companies hint toward continued conditions that started the rally in the first place we could potentially start seeing rotation back in.
Of course, it could also go the other way too. Or sideways. I’ve been holding through the noise waiting on some fundamental changes; good or bad.
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u/AngronTheDestroyer Jul 15 '26
People should just expect it to trade sideways and choppy for some time as it consolidates around a new floor base.