Watching the tech bounce vs. long-term rate narrative

Interesting to see some of the tech names catching a bid today, even as the longer-term Treasury yields seem to be finding a floor. It's a bit of a tug-of-war, isn't it? On one hand, you have the narrative that higher rates are here to stay, which should, in theory, put pressure on growth stocks. On the other, there's always that dip-buying impulse when sentiment gets overly bearish, especially in names that have been heavily sold off.

I'm still cautious about chasing this particular bounce too aggressively. My focus remains on companies with solid fundamentals and clear paths to profitability, even if the macro backdrop is less forgiving. Less concerned with the short-term noise around names like $SSE and more on the broader market sentiment indicators. The real test for this market will be if we see any cracks in the upcoming jobs numbers or further hawkish commentary from the Fed. That's what's driving my watchlist adjustments for now.