Buy TMO by Nov 10, 2026.

Alright, CPI came in right as expected. It's a risk-on(ish) market. I still have no doubt we get more downside volatility before the Fed meeting in September, but I think the near term the volatility will be biased to the upside. I also think QQQ/Tech might get used as a catch-up trade. Rates coming down, helping everything as well. I'm sticking with the playbook. Another day where Healthcare has a solid chunk of the top 20 picks. TMO is the …