Total Assets
CommemorativeTech - AI hype-driven names into profitable, cash flow strong.Looks like rotation, not collapse but stay disciplined
Bonds - Long duration = high inflation and rate risk. A small allocation may make sense exceptionally strong and yield is compelling - not a core holding
R & Geo - Positioning slightly defensive given softer retail data and rising geopolitical uncertainty
🚨Alert: AI Jitters & $1 Trillion Volume
AI tools rattle markets as volume hits $1T. Adjusting your portfolio? Comment for rewards!
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