A major theme centers on the recent sector rotation, as industrials, materials, energy, and select communication stocks gain strength while parts of the technology sector, especially software, pull back. The conversation explores how AI infrastructure spending is influencing capital flows and highlights how diversification and asset allocation help manage shifting market momentum. Mark Minnella, alongside Seth Udinski and Sam Case, discuss pruning gains, rebalancing portfolios, and maintaining a stewardship mindset that considers both growth and risk during periods of volatility.

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