Carlos Andres Cruz Tinoco
The market slipped into the red after the government reopened, surprising many who expected a bullish trend. Concerns about a potential AI-driven bubble continue to weigh on the valuation of the Magnificent 7. Is it time to rotate into defensive positions? No one knows for sure — but there are solid opportunities to diversify risk through defensive stocks like UNH, NVO, WM, CMG, TEAM, and LULU, which are part of my current portfolio. Take a look!
null
.