Why? Because food prices & monsoon data will decide. And if the rupee tanks, all bets are off. With oil above $100, inflation is creeping up. Nifty earnings? Likely to disappoint. FII flows? Under pressure as US yields soar. But here’s the twist; domestic SIPs are absorbing the shock. Smart investors are quietly piling into IT stocks with real AI exposure, not just the hype. Valuations are now reasonable. The real game? Not chasing AI momentum; but finding companies turning AI into profit. Bonus: LIC & SBI Life may dodge the IRDAI bullet. Others? Brace for a 10–12% earnings hit. Bottom line? Markets are adjusting; not crashing. Stay sharp. Stay invested. But pick your battles.