Rotating out of tech, into VOO

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See it’s going down to grab all the tech stocks, then they will lift SPY to 700

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Europe keeps announcing deals aimed at replacing US tech, payments, military equipment. I imagine losing a fairly rich market with twice the population of the US might cause some growth projections to be corrected way down. Is this winning?

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All tech stocks Ving rn, just fyi…

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As a software consultant that recently spent a year removing fiserv from a client's tech stack, their product is complete ass and the only reason they have any customers at all is because it's very expensive to remove them. This is not a company whose growth prospects I would be investing in. 

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Costco, walmart now at a pe of 50... this sounds worse than the pe of 25 of mega tech. This whole shit is gonna pop so bad very soon.

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My usa deleveraging plan: vxus, gold miners and for tech upside higher than any mag 7 go sk hynix+tsmc+asml. Add some EM with china, india, latin america exposure and should be perfect. Possibly rklb cause why not. Gonna crush spy.

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Fomoing so hard. Gambling on US tech with a regard bull strategy just doesn't pay like it used to.

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[Tomorrow](https://investors.micron.com/events/event-details/wolfe-research-auto-auto-tech-and-semiconductor-conference-0)

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Tsm mooning , America big tech issues 100 year bond to buy Taiwan chips

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