Looking at WDC and STX, the AI and storage sectors are hot, but the market still turns faster than flipping a book, with the slightest sign of trouble leading to a pullback.
CRDO and RMBS could still make a strong move last year, but now they're starting to act up, frequently plunging, which is not something the average mindset can handle.
Verizon, on the other hand, is as stable as it gets, hovering around $40, living off dividends... This market cycle is just missing that zen-like calm, so let's wait and see—no selling or adding to positions for now.
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