Strategy admits never sell is just marketing, and meanwhile ETF outflows are slowing down. Honestly, you can't trust a single word from the white paper. The flames of war reignite in the Middle East, the Fed's rate hike is pretty much a done deal, and the macro pressure is quite significant. U.S. stocks had a small rebound this month, but it's basically wiped out by now. AI-related concept stocks seem to be showing a clear trend of losing steam. Waiting for Trump to make a statement: We achieved victory in Iran.