We are in a high-risk bull market driven by AI earnings. The consumer is supported by tax refunds until August, after which they will be more stretched. The economy is an AI economy, with 95% of Q1 GDP growth driven by tech. It's too early to be bearish on AI stocks; sell calls for income instead.
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Ohsung Kwon 8.5
Investment Bank $1900.00B
Ohsung Kwon 8.5
5/29/2026 1:23:25 AM
ndx
I don't think it's time to get bearish on AI stock yet until fundamental is actually start to turn. And we're not seeing any signs of that.
| 12/19/2025 11:43:35 PM | short term up | 7 days later | +0.25% | +0.25% |
| 12/6/2025 1:57:50 AM | long term up | 60 days later | -2.15% | -2.15% |
| 11/11/2025 11:19:10 PM | short term up | 5 days later | -2.81% | -2.81% |
| 11/7/2025 10:27:28 PM | short term up | 7 days later | -3.17% | -3.17% |
| 10/24/2025 12:04:36 AM | short term up | 7 days later | +0.59% | +0.59% |
| 10/7/2025 12:54:42 AM | short term up | 5 days later | -1.54% | -1.54% |
| 10/3/2025 5:51:34 PM | medium term cautious up | 21 days later | +3.37% | +1.69% |
| 9/23/2025 11:33:29 PM | medium term up | 20 days later | +0.31% | +0.31% |
| 9/4/2025 8:56:40 PM | short term cautious down | 5 days later | +0.83% | -0.42% |
rut
Rotation into more beaten down sectors depends on a geopolitical deal; market is cautiously optimistic.
