Highlights
- Narratives mislead; market structure doesn’t. Ignore stories, watch price trends, leadership, and breadth—the market itself is the ultimate truth serum.
- Bull vs. bear conviction is the real risk for investors. Markets punish rigid thinkers; survival belongs to those who adapt as conditions—not convictions—change.
- We remain structurally bullish, tactically flexible. With a steadfast belief in AI’s future, we will manage opportunity and risk as the market's structural underpinnings—not narratives. . .
