Wall Street’s latest frenzy revolves around “basket trades” — where entire sectors move as one, swayed by big themes like Middle East conflicts or AI hype. Jim Cramer warns these trends distort stock valuations, using Boeing’s volatile ride as proof: its price swings ignore its solid backlog and production. While tech stocks got lumped together in an AI boom — with hardware surging and software getting dumped — earnings season always brings reality back. Cramer’s message? Look for the disconnects — when price is divorced from fundamentals, that’s where smart investors find opportunity.
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