Over the last two weeks, the market narrative behind the most influential sector (semiconductors, SMH) in the AI driven bull market has shifted significantly. This week's earnings reports from AAPL, GOOGL, and MSFT are likely to add fuel to volatility in both the narrative and related equity prices. For tactical active investors, this is an important time to avoid making the mistake of letting the “why” blind you from the “what” in your assessment of
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