Looking ahead, I'm focused on

Looking ahead, I'm focused on accumulating shares in hyperscale players like $Microsoft(MSFT)$ , $Alphabet(GOOGL)$ , and AMZN. It seems the market can't sustain a long-term rally on semiconductors alone. The next phase of growth might come from the mega-cap tech names that have been lagging. $Alphabet(GOOGL)$ is near its 50-week moving average, and $Microsoft(MSFT)$ is near its 200-week. The price action, chopping around and holding support, could be how funds accumulate positions quietly. They might want the narrative that hyperscalers are a dead trade while attention is on semis—which, to be fair, is still a strong trade. There's probably more room to run in semis, but I don't have the timing to trade that cycle long and short. For now, I'm just parking my capital in hyperscalers and waiting.

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