Federal Reserve stance suggests staying defensive.Favor positions in energy and USD, while avoiding rate sensitive growth sectors.With liquidity tightening again, risk assets may struggle to sustain rallies.

Micron Technology is a long-term beneficiary of AI trends, but heavy capital expenditures may lead to near term volatility. The best approach is to accumulate on dips instead of chasing short term gains.

Swarmer seems to be driven purely by momentum and speculation. Its valuation is disconnected from fundamentals, creating a high risk of sharp reversals. It’s worth keeping an eye on, but not suitable for aggressive buying