Q1 was clearly not what the market hoped for — sentiment weakened, volatility picked up, and many high-growth names saw pullbacks. But here’s the real question: is this weakness temporary, or the start of something deeper?

Personally, I see Q2 as a potential turning point, not because everything suddenly becomes perfect, but because expectations have already been reset lower.

A few things I’m watching closely:

• Earnings revisions – If companies stop guiding down, that alone can support a rebound

• AI & tech spending trends – Still strong structurally, despite short-term fears

• Macro pressure – Rates, liquidity, and any policy shifts will drive sentiment fast

• Positioning – A lot of fear is already priced in, which creates upside if news is “less bad”

Markets don’t rally when things are perfect — they rally when things stop getting worse.

So the real opportunity in Q2 might not come from obvious strength, but from overreaction in Q1.

I’m staying selective, focusing on high-quality names with strong growth visibility rather than chasing short-term noise.