Wall Street Just Flipped Bullish Again. Too Late.
The Street is waking up. Smart money (you) never fell asleep.
The Street’s got whiplash.
Just weeks ago, strategists were cutting S&P 500 targets on fears of Trump’s tariff tantrum.
Now? They’re raising them again — like the last 60 days never happened.
Deutsche Bank lifted their year-end S&P target to 6,550 this week, citing “reduced tariff drag” and “stabilizing sentiment.”
Same guys who cut it to 6,150 when tariffs went up.
This is how markets work for most people: Reactive. Backward-looking. Easily spooked.
At North Tech Wire, we don’t chase flip-flopping price targets. We chase dominance — and we hold it.
Our job isn’t to predict Trump’s next tweet or decode policy tea leaves.
It’s to build high-conviction exposure to the companies that will compound over the next decade.
Here’s the real play:
The S&P already recovered.
May was a breakout.
Markets are forcing funds back in.
You don’t need a new target to see momentum.
You need to stop outsourcing conviction… to the same institutions that panic-sold the bottom.
Track the full NTC Global Tech 15 portfolio HERE.
While Deutsche is trying to save face, we’re still long:
$AAPL
$GOOG
$MSFT
$NVDA
$AMZN
You know them. We weight them. And we don’t need a 70-page macro deck to justify it.
Because the best signal isn’t buried in a trading desk terminal — It’s hiding in plain sight.
Strong balance sheets. Dominant moats. Relentless compounding.
That’s what the NTC Global Tech 15 is built on.
Not trade alerts. Not earnings whisperers. Not the latest hedge fund pivot.
Just high-conviction bets on companies with the scale and momentum to reshape the next decade — not just the next print.
While Wall Street panic-hedges and rotates out, we rotate in. Slowly. Consistently. On our terms.
Time, not timing.
Concentration, not diversification theatre.
Conviction, not consensus.
That’s the edge.
And we’re not chasing heat — We’re owning the engines.