fee (US:JVA) Seeking Alphaยท2025-09-03 21:28Core Viewpoint - The S&P 500 is trading near all-time highs, suggesting a potential near-term backlash and correction in large-cap U.S. tech stocks, prompting a recommendation for investors to focus on growth opportunities in overseas markets [1] Group 1: Market Analysis - The current market conditions indicate that large-cap U.S. tech stocks may face a correction soon, which could impact investor sentiment and strategies [1] - The emphasis on overseas growth investing reflects a strategic shift in response to the anticipated volatility in the U.S. tech sector [1] Group 2: Analyst Background - The analyst has extensive experience in covering technology companies on Wall Street and has worked in Silicon Valley, providing a well-rounded perspective on industry trends [1] - The analyst has been contributing to Seeking Alpha since 2017 and has been featured in various web publications, indicating a recognized authority in the field [1]