Markets Rebound as Sentiment Lags and Opportunity Emerges in Tech

Blake Millard breaks down the S&P 500’s sharp V‑shaped recovery as markets push back toward January highs. While sentiment remains depressed due to inflation and labor‑market pressures, he argues the backdrop for risk assets is improving. Millard highlights semiconductors as a long‑term backbone and sees opportunity in oversold software as tech sentiment hits washout levels.

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