Atour's rise is a typical 'soup-drinking' market trend. It has no news of its own but can gain some heat from AT&T. Every time I see this kind of bandwagon-driven rally, I feel a bit helpless—short-term funds are much smarter than I am. Constellation Brands -A has dropped a bit these days, not even worth calling it cutting losses or bad news—it just lacks presence. Dividend-collecting days are dull, and it’s basically a retirement-style portfolio now, just like that. No excitement, but decent defense—after all, it’s much more reassuring than watching meme stocks.