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Not A Bear Market Yet, But It's Already A Stock Picker's Dream [Seeking Alpha]
Last amazon.com, inc. earnings: 4/30 04:01 pm
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US:NASDAQ Investor Relations: phx.corporate-ir.net/phoenix.zhtml%3fc%3d97664%26p%3dirol-irhome
The weakness in big tech reflects rotation, valuation resets, and CapEx fears more than broken fundamentals, as companies like Amazon and Microsoft remain structurally strong. Energy, basic materials, and utilities outperformance held up the indexes, masking internal damage and making this more of a rotation-driven correction than a broad collapse. With volatility and mispricing rising, holding cash and buying high-quality companies at better prices offers asymmetric upside without chasing momentum. Getty Images I believe that lately the market has been more euphoric than usual, both in terms of optimism and pessimism, and as a stock picker, I find this moment very interesting. It is debatable whether or not we This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of GOOGL, AMZN, UBER either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receivin
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