Watching CRDO surge another 8% today, it's clear that the AI and chip sector simply has more patience than people. Those who can't hold onto their positions can only chase the trending topics now.
The momentum of MDLN's IPO is also strong—capital is bold enough to rush in. Meanwhile, the two healthcare stocks in my portfolio, OSCR and CNC, have been beaten down by policy changes, with volatility driven entirely by anxiety—now facing sell-offs, now subsidy issues—it's truly exhausting.
ADT is almost become a fixed-income stock, with no movement except for dividend ex-dates. The market right now is all about tech storytelling and traditional healthcare stagnation, making people itchy to act but hesitant.
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