Solid sequence. No hike tomorrow + double-beat earnings with raised CAPEX guidance ( $MSFT/ $META tomorrow right after FOMC) sets up the classic “good news then fade” path. I’m with you on the overall trend and the $QQQ → new ATH + $NBIS/ $IREN ripping higher. Just think the full liquidation → $632 reverse might not print right now — more likely the real momentum acceleration kicks in once midterms are done and the political uncertainty is cleared. That clears the path for the year-end run you laid out. Appreciate the roadmap.
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