$SPDR S&P 500 ETF Trust(SPY)$ Second day of the reset, not the end of the AI trade. The broader market looks like it's catching its breath after the recent run, while memory, semis, and data center / AI infrastructure names keep consolidating and building pressure for the next leg. This is usually the point where late bulls get shaken out before momentum comes back. I'm not chasing the last move — using the consolidation to prepare for the next one. Keeping $Taiwan Semiconductor Manufacturing(TSM)$ , $Broadcom(AVGO)$ , $Advanced Micro Devices(AMD)$ , and $Dell Technologies Inc.(DELL)$ on the radar. AI isn't done. Market may just be loading the next move.
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