Strong rally in leading AI names today.
Historically, Year 3 of the Presidential Cycle (2027) shows the best 7-month stretch runs October through April. We're positioned accordingly — portfolio tilted toward AI and growth into this seasonal window.
Watching for follow-through, but the setup looks constructive for now.
Historically, Year 3 of the Presidential Cycle (2027) shows the best 7-month stretch runs October through April. We're positioned accordingly — portfolio tilted toward AI and growth into this seasonal window.
Watching for follow-through, but the setup looks constructive for now.