JC888
07-09 11:26
Replying to @Adz5150:Hi, thanks for reading my post and sharing your views.  I think the Q2 report cards will be crucial to determine the fate of Mag 7 and for that matter PLTR, that has been languishing.  No denying that the Mag 7 has been 'trying to spend their way out' in the name of AI buildout.  

This correction is healthy in my opinion. How will H2 2026 turn out by 31 Dec 2026 I wonder.

I think final outcome of Middle East geopolitics will again change world order.//@Adz5150:I think the interesting question is whether we see a healthy rotation rather than investors simply abandoning the Mag 7. If earnings remain strong, I can still see big tech performing well, but broader participation from financials, industrials and healthcare would probably make the overall market rally feel much healthier. Really interesting second half of the year ahead!!
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