Your next move after CPI Day - gains mostly in Big Tech and Industrial/Utility

CPI Up less than consensus by 10bp (source Bloomberg)
\*US MARCH CONSUMER PRICES RISE 0.9% M/M; EST. +0.9%

\*US MARCH CONSUMER PRICES RISE 3.3% Y/Y; EST. +3.4%

\*US MARCH CORE CPI RISES 2.6% Y/Y; EST. +2.7%

\*US MARCH CORE CPI RISES 0.2% M/M; EST. +0.3%

As of 10am, notable gains are big tech (ex MSFT, Apple). Software continue to bleed with Anthropic news

Given April is statistically a historical bull month during midterm years, how are you positioning your accounts?