The next few trading days could decide whether the AI bull market gets back on track—or whether something more fundamental has changed.
My view has been that much of the recent weakness was driven by quarter-end rebalancing, particularly after huge moves in markets like South Korea. If that's right, we should now see markets settle down and quality AI and tech stocks begin to recover.
This week is the test.
In this video I cover:
• Why this week is so important for markets.
• Whether the AI correction is over.
• Why I think quarter-end rebalancing distorted prices.
• The stocks I'm watching now.
• Why Nokia and other names are starting to look more constructive.
• My successful EasyJet takeover call from last week.
• New features coming to AnewFN, including custom Top Lists, US markets and portfolio tracking.
