GE Aerospace, Dell, Lam Research, Seagate, and Western Digital have been rising with a sense of ease lately. It's hard to pinpoint which main theme is driving it, but in any case, tech hardware and advanced manufacturing just aren't afraid of turbulence. I've been hesitating and didn't go heavy before, and now looking back, the feeling of missing out is getting stronger and stronger. All I can do is watch and sigh. Every market rally, I always feel like I'm still on the sidelines. Who would have thought that boring storage and equipment would rise more steadily than AI this time around? 😥