The unlimited rise faction Tom Lee has turned against, believing that now is a carnival before the crash, and it's still too early to short!

The real correction pain period will appear in the second half of the year, with four major triggers:

1⃣ Walsh is currently reforming the Federal Reserve, and the market has great uncertainty about the current communication style of the Federal Reserve, which is very likely to launch a fierce attack to test the Federal Reserve in the second half of 2026, especially 1-2 months before the midterm elections.

2⃣ Space X currently has very few floating chips in the market (only about 90 billion dollars), but may see phased unlocks in the second half of the year; coupled with the two star IPOs of Anthropic and OpenAI, the market is already pricing in trillion-level secondary markets, which may drain liquidity.

3⃣ The conflict in the Strait of Hormuz will interfere and cause global supply chain shortages, with the breaking effect becoming evident in the second half of the year.

4⃣ The most critical point is that as financing balances reach a peak, margin debt cannot be sustained, and the bullets for market speculation will slowly run out, becoming the last straw to trigger selling pressure.

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