Opportunity or Value Trap? Who is buying? S&P 500's biggest market cap losers YTD so far: • $INTU -45.6% • $APP -44.3% • $WDAY -40% • $HOOD -37.8% • $NOW -34.2% • $CRM -32.8% • $COIN -30.5% • $ADBE -29.7% • $HUM -29% Personally looking deeper into $ADBE, $WDAY and $NOW. Considering a position.

February is not even over yet.... which are you bag-holding? S&P 500's biggest market cap losers YTD so far: • $INTU -45.6% • $APP -44.3% • $IT -42.1% • $WDAY -40% • $HOOD -37.8% • $TTD -36.7% • $EPAM -36.6% • $NOW -34.2% • $FDS -34.1% • $EXPE -33.4% • $CRM -32.8% • $COIN -30.5% • $ADBE -29.7% • $HUM -29% Tech/SaaS/fintech/healthcare bloodbath!

Everyone panicking about the stock market sell-off…Yet SPY is flat YTD (-0.11%) and less than 2% from all-time highs ($682.39). You have no idea what’s coming with a real correction or collapse. You think there are opportunities now $IBM $GOOG $AMZN $NOW $ADBE? Give it time - they’re about to get a whole lot sweeter. Keep cash or bonds on the side - I'm 60% allocated to bonds $TLT in 2026, when this collapse actually plays out I'll take more entries - who says you can't time the market?

My NOW and MSFT are printing