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Nov 14 The pullback is healthy, but we were expecting this for a few weeks now

Nov 14 The pullback is healthy, but we were expecting this for a few weeks now

$SE $RGTI $IONQ

Mukund Mohan
November 14, 2025

Market

“A lot of the market momentum was pinned to the AI trade. Now that its unwinding this is will take a while to rebuild” 😊 😋

This still feels like a trap, so I am not taking long positions yet. But all indices were higher

As the market retreats from the highs of Q3, the most recent earnings have been good, which indicates valuations and expectations of no rate cut in December are the major concerns. With many AI stocks starting to retreat, this is a good time to look for winners that might pullback.

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