The reality of today's market is built on completely different engines than the past, and there are incredibly solid reasons why a sell in May isn't as likely or not to that extend this year.
For a start, looking at corporate spending, the largest tech hyperscalers have collectively locked in nearly seven hundred billion dollars in infrastructure budgets for this year alone, and roughly three-quarters of that is tied directly to physical AI buildouts. This are massive, contracted physical infrastructure that doesn't just stop because the calendar turned to May.The race to AI supremacy is real.
On top of that, look at the corporate receipts. Earnings season has been remarkably strong, with more than eighty percent of major companies delivering solid beats and upward revisions. Buying the dip is the way to go this round.
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