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Host holding cash, cautious on S&P indices, reviewing AI and semiconductor names.

From Overnight Trading Is Coming — And Retail Will Pay For It · jumps to 43:12 · speech

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The problem is you don't want to be Michael Bur, right? You don't want to be super early to this. Um I'm still in a relatively cash heavy position all things considered. I've got some crypto exposure. Um, but I I'm I'm holding a bunch of cash and I find it really hard to deploy fresh capital in equities here, like into the indices at least. I'm not saying there's not some stocks that might be a good buy, but I find it hard to um The [ __ ] is this? I'm just doing some art here. I find it hard to be like, oh, I'm going to be a, you know, net buyer of the S&P here for the long term. I just feel like it's, you know, pretty up there. Pretty up there. Let's look at some of these uh AI and semi-names. So, you have things like Nebius, Nebius, however you call it, coming into resistance. Okay, a little bit of a back test here into weekly resistance. So, if this thing's going to be a lower high, okay, I don't know. This is kind of your Leupold liquidation candle.
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