The creator mentions initiating a position in Salesforce yesterday, noting it is performing well.
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The creator expresses caution regarding the current market rally, noting that it lacks broad participation...
Aug 28, 2026
The creator expresses caution regarding the current market rally, noting that it lacks broad participation and is being driven by a single stock, Nvidia. He highlights seasonal headwinds for September and emphasizes the need for better market breadth before becoming more aggressive.
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The creator mentions initiating a position in CrowdStrike yesterday, noting it is performing well.
The creator is cautious about Nvidia's recent rally, noting it is carrying the entire market and lacks broad participation.
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