Outsiders studying possible Taiwan crises typically weigh the risks of a Chinese invasion or blockade. If America were to intervene to defend the island, two nuclear-armed superpowers would be at war. But another scenario merits study, too

Outside of our little 𝕏 bubble, the average person has no clue what's happening with AI. People still think "AI" means ChatGPT. If you've used an agent, connected an MCP, or better yet, run loops, you're literally in the top 0.1% of AI users. Unlimited opportunity.

Outside of Tech, $XLI was hard hit today, & $LII $PSN $VFC, $VRT $DBD, $ACHC all suffered abnormally big losses as XLI broke its trend from late March. While Tech losses thus far have not really spread to other parts of the market which have been strong of late, like HC, Fins, which along with Industrials, all made new highs in the last month, it's important to keep a close eye on these given that Tech losses have accelerated of late. The bifurcation has grown w/ Equal-weighted SPX having made new All-time highs yesterday but meanwhile SPX, QQQ just broke short-term support I'll be discussing this in notes in the days ahead, but today's XLI break is not dissimilar from what happened in $DJI and both look to have short-term downside given today's break. Selectivity is important for those short-term oriented @marketsurge @IBDinvestors #IBDPartner#