Investors seemed to be a lot more anchored on S&D FUD given the magnitude of the drawdown we've seen in TMT momo names. +ve news get sold and negative views get embraced and exaggerated to explain PA.
I think it's pivotal to remain convicted to EPS and fundamentals, but it's also increasingly important be be mindful of the prevailing narrative, key debates, and fund flows.
$SNDK $SKHY
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