Investor sentiment is shifting fast: Here's why

• The market is in a 'wait-and-see mode' due to geopolitical events, with a significant drop in S&P 500 stocks trading above their 50-day average, suggesting a form of capitulation.
• The concept of a 'Trump put' is discussed, where presidential pronouncements often lead to market rallies, despite initial market volatility.
• NASDAQ performance after nine down weeks shows smaller drawdowns compared to historical averages, indicating a potential for recovery.
• Specific stock picks include Planet Labs (PL), Palantir (PLTR), and Generac (GNRC), based on strong fundamentals and growth opportunities.

The discussion analyzes current investor sentiment amidst geopolitical tensions, noting a 'wait-and-see' market mode and some indicators of short-term capitulation. Despite this, historical patterns and analyst forecasts suggest underlying market resilience, particularly with a 'Trump put' effect. Specific stock picks are also highlighted.