We sold all of our tech on July 14 and we have not bought it back. The AI CapEx trade that carried the Nasdaq is fractured, Leopold got liquidated, and the vibes that took SanDisk to 2,400 are not healing in a straight line. We break down why this is not a dip buying environment, why rates are the most underrated risk on the board, and what has to align before we put leverage back on.Learn More: www.market-radar.comEpisode 225

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