Evidence

Micron could fall 30% in a week and still be in an incredibly strong uptrend. Like the shakeouts are probably going to be just as fast as the rise.

— The Compound, at 26:27

The Netflix is my smallest position and I'm very comfortable owning it here. In fact, I hope it goes a lot lower because I would be very comfortable um buying a decent amount.

— The Compound, at 3:17

Microsoft is trading like death. It looks terrible. Not surprising. It is the largest software stock in the entire world. So AI is disrupting software.

— The Compound, at 0:04

Salesforce up 2%. Now granted these names have gotten absolutely uh battered. So a 2% gain doesn't really mean anything... the software stocks I own, they've stopped going down, but they're definitely not going up. and they're just they're like in this stasis and it's not helping

— The Compound, at 11:55

Meta is the worst performer of the bunch... Meta is expected to spend basically 90% of their revenue, not their free cash flow, of their revenue. And guess what the market is saying? Uh-uh. Don't like this.

— The Compound, at 38:23

They're beating up uh Alphabet now... The average forward PE for Meta, Amazon, Google, and Microsoft is near a multi-year low... their free cash flow is disappearing because they're spending all their money on on on capex and R&D.

— The Compound, at 38:23

Microsoft looks I mean it's the biggest software stock in the world... Microsoft rallied today. Some of the Mac 7 stocks caught a caught a bid today. They've been just obliterated uh in the last week or two.

— The Compound, at 15:17

Micron fell 14% today... this could fall 30% in a straight line and still be in a very very very healthy uptrend.

— The Compound, at 7:42