Consumer discretionary is cranking. Look, these names were priced for a recession not too long ago. Airlines CEOs withdrew guidance and had a ‘recession’ guidance. Take a look at $NCLH and airlines $DAL and $UAL today. We own them all and $SKYW. I shared this thesis 👇. In QQQ, I still think TSMC is mispriced. Fwd PE cheaper than Google despite *checks notes* 30%+ YOY revenue growth. TSM is the next Mag 7 stock. And guess what’s lagging in Mag 7? Tesla and Apple. No surprise if you’ve been following me for a while. You need EPS growth folks. $XLY