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![seekingalphmind Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1348149155143720961.png) SeekingAlphaMind [@seekingalphmind](/creator/twitter/seekingalphmind) on x XXX followers
Created: 2025-07-25 06:12:32 UTC

Market feels frothy—valuations marginally stretched (P/E at XX for QQQ), seasonal patterns, and rapid “big top” signals flashing (RecessionAlert). I’ve moved two-thirds to cash. Google’s stellar results and a muted market signal caution.  I could be wrong, but risk/reward isn’t worth it. Process & Risk management > FOMO.


XX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1948627406035845569/c:line.svg)

**Related Topics**
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[qqq](/topic/qqq)

[Post Link](https://x.com/seekingalphmind/status/1948627406035845569)