Hey, I'm Kramer.

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So call me, 1807474-3-C-pwet to me to Kramer.

Here we go again.

The headlines appear right about now as the summer runs out. As they always do,

tech rally shows signs

of losing steam, says the Wall Street

Journal. Doubts about artificial

intelligence and a rotation in the previously

unloved sectors, slow

tech gains, end quote. Isn't that it?

In a nutshell.

Sell, sell, sell, sell, sell, sell. So on a day when the Dow shed 349 points, has to be dip 0.43%, although the NASDAQ decline just 0.22%. Everybody's worried

about the need to dump the mega-cap tech stocks because everyone else is dumping them. Yes, get out before everyone else gets out.

Now that's some genuine Wall Street homespun wisdom.

Let me just say before I deconstruct this view that I used to actually live by this

gospel of my old hedge fund. I reason that this summer's always pretty lousy for tech.

Probably because there's plenty of customers who go slow or close down for the summer, especially in Europe. Heck, you know, I used to short tech stocks at this point that you're figuring, well, what could possibly happen in the third month of a quarter other than a shortfall, a negative pre-announcement? Plus, you can wish it's buying back, right? What's the difference? The negative narrative continues. Invidian Microsoft

...