Jun. 1 at 5:19 PM
$OWL I think Berkshire's buyout of
$TMHC may shift how the market sees previous beat down companies or sectors that the market thinks are undesirable. There might be a paradigm shift in the markets.
Also
$SNOW earnings and Bill Ackman loading up on
$MSFT changes the "saaspocalypse" narrative signficantly. There is going to be no saaspocalypse.
I think rotation out of semis have already begun. Hopefully they come into alts/financials along with real estate.
$OPEN already up bigly based on the Berkshire news.