Similar to how I called the momentum unwind in July I think this call is going to be proven correct soon. I expect a monster rally hard into the end of September due to a few reasons: 1) The Millennium problem solution is the first step of AI breaking away from just computer use into the real economy. This isn’t priced in at all and I’ll explain why. 2) Agents reaching mass adoption outside of just coding with focuses on consumer use cases like shopping which products like Muse & Instinct facilitate. Not as impactful as the first point but it’s the first contagion event where this technology goes from tool for nerds to tool for girls. 3) An end of the war in Iran for now to prepare for midterms in November. This should lower further interest rate hike anxieties and flatten the far end of the curve. The recent hike was pretty bullish imo as it allows the fed to calm the bond market for now and introduces a lot higher risk to speculators for being long rates.