The infinite bull camp's Tom Lee has flipped sides! He now thinks this is the party before the crash. But shorting right now? Still too early! The real correction pain will hit in the second half of the year, driven by these four major triggers: 1⃣ Walsh is currently pushing reforms on the Federal Reserve. The market is highly uncertain about the Fed's current communication style. There's a strong chance of an aggressive test on the Fed in late 2026, especially 1-2 months before the midterm elections. 2⃣ SpaceX currently has very few floating shares in the market (only about $90 billion), but phased unlocking could happen in the second half of the year. Add to that the blockbuster IPOs of Anthropic and OpenAI, and the market is already pricing in trillion-dollar secondary markets, which could drain liquidity. 3⃣ Disruptions in the Strait of Hormuz could lead to global supply chain shortages. The ripple effects of this will become evident in the second half of the year. 4⃣ And the most critical point: as margin balances hit their peak, margin debt becomes unsustainable. The ammo for market speculation will slowly run out, becoming the final straw that triggers selling pressure.