Fed's Dot Plot and My Tech Watchlist

The Fed's latest dot plot is definitely giving me pause, especially seeing the shift in longer-term rate expectations. It's not a dramatic jump, but the sustained 'higher for longer' narrative feels more entrenched now. This hawkish tone makes me re-evaluate my tech exposure, particularly those growth names that thrive on cheap capital. I'm keeping a very close eye on $BOTZ, currently trading around 35.89; while AI robotics has long-term tailwinds, sustained higher discount rates could mute near-term upside even for solid performers in that sector. My watchlist positioning is becoming much more selective.