Bearish on $QQQ . Goldman Sachs itself said that standing pat in July is “absolutely correct,” and it also pressured the market to stay open-minded before September—doesn’t that basically mean rates are pinned and won’t move? AI construction, tariffs, and oil prices are all piled onto inflation. The “dog-and-pony” crowd uses this script to smash tech stock valuations, and the main force already bailed. With rates suppressed, the discount rate has to rise, and tech stock valuations get hammered. Bulls, don’t get scared—bottom-fishing is just catching the bag; bears, don’t rush—just smash it and you’re done!