Divergence in Opinion

TB is ST bearish...

The short-term outlook (the next few weeks to a few months, possibly the first half of 2026) is bearish. The speaker explicitly states that risks are elevated and that Wall Street is "not exactly betting that this market's going to keep going higher". This short-term caution is driven by weakness in the large-cap growth sector and the potential for a correction fueled by a "crack in the foundation in the semiconductor area".