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Portfolio set for multi-month advance as seasonality turns positive, Puru Saxena notes

Portfolio set for multi-month advance as seasonality turns positive, Puru Saxena notes
Portfolio set for multi-month advance

Puru Saxena, investment commentator and ex-fund manager at FinTwit, writes that seasonality is about to turn positive and the U.S. Presidential Cycle is approaching its best phase.

Saxena states that his portfolio is positioned to benefit from a potential multi-month market advance.

Saxena recently highlighted renewed buying in AI infrastructure stocks after June-July pullbacks, noting positive industry prospects in a previous summary. Earlier, he observed a 3–4 percent pre-market decline in AI stocks and commented that market reaction was more significant than headline news in a separate post. His commentary has tracked shifts in sentiment across technology shares in recent weeks.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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