i think the mkt needs to lose several thousand points and become more balanced - the irony is that by losing they end up making the mkt stronger long term - spacex ipo crashing to earth has set the tone but the narrative has a long run out - you won't unwind this fast, local ai for smb may end up saving the day (over next 3-5 yrs) #capex withdrawals #private equity #rsi #macd crossover