I am still watching the 10-year yield closely. If yields remain high, valuation pressure could return, especially for growth stocks. Strong economic data also has a double edge: it supports earnings but may give the Fed more reason to keep rates higher for longer.
For my portfolio, I am not chasing one strong session. I remain bullish on AI and semiconductors long term, but prefer gradual accumulation during pullbacks. Patience and consistency matter more to me than predicting every Fed-driven move.
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