Don’t listen to politicians, listen to the tape. AI and liquidity are still the two themes driving everything, and the market will tell you which narratives actually matter. You can write down the “beneficiaries,” then simply follow the ones that are outperforming. If the leaders keep leading, you stick with them. If leadership rotates and the old winners stop getting rewarded, you rotate with the market—not the talking points. #CrowdedMarketReport #COT #RiskManagement #PriceAction #AI #Liquidit
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