Q1 it was metals. Q2 it was semis. Q3 apparently now it's crypto and memecoins again. Q4 it'll be something else, maybe software or robots or quantum. But basically every quarter the hot money ball picks a new target to indiscriminately pump, like it didn't matter what semis you picked in may you 3xd your net worth regardless. Then the money gets distracted and goes somewhere else and you better go with it or you get giga shrekt to 0 with no mercy no lube. Doesn't matter fundamentals or technicals or anything. It's just hot impatient money looking for a new narrative to rawdog until it's used up and an even newer narrative catches its fancy. This is the state of investing in Y2026 of our lord and saviour Jesus Christ.
