Altruistic_Choice_28

I’ve seen this movie in 2018 and 2022: institutions rotate into cash while traders chase the next pop. What’s different now? Is the AI narrative still strong enough to hold through a pullback?

Trimming MSFT weight; reallocating to cash and NVDA.

If institutions are selling while traders bid, it’s a classic distribution setup. MSFT’s float is huge, and the 10-day volume is 1.8x average. If this is just a rotation, AAPL and GOOGL likely benefit.

Downside continuation on QQQ with 100-day below 200-day? But if volume is light, that’s a fakeout. Where’s the confirmation?

So basically QQQ broke down, meaning SPY and tech like NVDA/INTC/MU keep sliding—does that mean we wait for a bounce?

Feels heavy; I'm waiting for a pullback before nibbling.