Core Viewpoint - The market is shifting as rate pressures ease and earnings visibility improves, creating opportunities for fundamentally sound investments that were previously overlooked [1][14]. Group 1: Market Dynamics - A narrow group of mega-cap companies dominated the market in the past two years, particularly in AI and cloud sectors, while other sectors were neglected [1]. - As 2026 begins, sectors that faced challenges in 2025 are gaining renewed interest from investors [1][14]. Group 2: Investment Opportunities - The article highlights three companies that are undervalued and poised for recovery: Verizon Communications Inc., Crown Castle Inc., and ServiceNow Inc. [3][14]. Verizon Communications Inc. - Verizon is seen as a dividend giant that has been overlooked due to its perceived slow growth and sensitivity to rising rates [4]. - The company is stabilizing subscriber growth, increasing free cash flow, and improving its dividend outlook as rate pressures ease [4][6]. - Verizon has focused on tightening its balance sheet and reducing unnecessary spending, which positions it well for a market that rewards discipline [5][6]. Crown Castle Inc. - Crown Castle, a major player in wireless towers and fiber infrastructure, suffered in 2025 due to rising interest rates and a slowdown in 5G buildouts [7][8]. - The sell-off was excessive, as Crown Castle owns critical infrastructure that supports the wireless system, which is expected to see increased demand due to AI applications [8][9]. - The company is streamlining operations and focusing on high-return segments, setting the stage for improved margins and cash flow visibility [10]. ServiceNow Inc. - ServiceNow faced a slump in 2025 as it was overshadowed by the AI hype, despite having strong fundamentals and a focus on automation [11][12]. - The company is well-positioned for growth in 2026, with recurring revenue and expanding product offerings, making it a candidate for a significant breakout [13]. Group 3: Broader Market Trends - The current market reset is characterized by cooling inflation and the end of aggressive rate hikes, allowing for a broader range of companies to gain attention beyond the mega-cap tech giants [14][15]. - Companies like Verizon, Crown Castle, and ServiceNow are not merely rebound plays but represent a shift back to fundamental investing, as they were mispriced rather than fundamentally broken [15].

here at Post9 today is Jeffrey's equity analyst Randy Connor. Randy, welcome back. Good to see you.>> How are you. >> I let before before we get to the just buy it part, what do you do about China if you're Nike right now. >> Look, I I think what the market's missing about Nike is the company is making progress where it is distorting resources and time and effort.And that's in North America first and running. The company talked about uh China on their call last night to say, "Look, we're going to focus on C ...

Canada’s real estate market is deep in a reset https://t.co/lonXY1zCxF ...

🚨ALERT: Bitcoin open interest just saw its sharpest 30-day drop since 2022, signaling a major market reset that often precedes bottom formation. https://t.co/G2JjILqG0P ...

Core Insights - Bitcoin has experienced a significant decline, dropping nearly 35% from its October peak of approximately $126,000 to a seven-month low, resulting in substantial unrealized losses for investors [1][2] Market Conditions - Over 70% of US dollars invested in Bitcoin are currently at a loss, with 71.2% of the network's realized capitalization having a cost basis of at least $86,500, indicating a high entry price for active investors [2] - The recent price drop has left many short-term holders trapped in positions that are no longer profitable, leading to a collapse in their Net Unrealized Profit and Loss metrics [3] Market Sentiment - Bitcoin's market sentiment has reached a two-year low, with the Relative Unrealized Loss indicator spiking to 8.5%, suggesting a significant market reset rather than a typical volatility correction [4] - Social media sentiment among retail traders has deteriorated, with panic-selling observed at levels not seen in two years, indicating severe psychological damage to the retail sector [5][6] Potential Contrarian Signals - Historically, extreme bearish sentiment can act as a contrarian signal, suggesting that the market may be clearing out weak hands in preparation for a potential local bottom [6]

Market Analysis - Bitcoin correction signals a market reset, not a cycle failure [1] Cryptocurrency - CMC News reports on the Bitcoin ($BTC) correction [1]

Market Analysis - The latest crypto market dip is viewed as a "market reset" rather than a breakdown [1] Industry Focus - The report provides a day-ahead briefing for crypto markets in the Americas [1] - Grayscale presents the crypto daybook [1]

It feels as if the dust around the entire China and US situation is starting to settle. Now, this is also at a time where it feels as if the entire market has reset. And I will talk about exactly what that means here in a moment.But let's first start off with a few things. Number one, we do know that Trump acknowledged the trade war. He essentially said that hey we are in a trade war with China which it's no surprise there right we know that for the last roughly week and a few days that this war between the ...

Market Sentiment - $19 Billion (十亿) 的多头头寸被清算，杠杆交易者出局 [1] - 市场恐慌情绪达到顶峰 [1] - 市场普遍认为顶部已经形成 [1] Market Reset - 市场经历了一次彻底的重置，而非短暂的崩盘 [1] - 市场重置后，预计将开始抛物线上涨 [1] - 未平仓合约大幅降低 [1]

Market Reset - The industry experienced a complete reset of excessive leverage [1] - The industry now has a clean slate for future growth [1] Future Outlook - The industry is poised for an upward climb [1]