Is this the dip to buy?

Tech got hit hard this month, down more than 30 percent in parts of the AI complex, while financials, healthcare, and industrials quietly pushed toward new all-time highs. If your portfolio felt that rotation, you were not alone. The question on every investor's mind: is this the dip to buy? In their July session, Tom Lee and Mark Newton went through what the macro data is actually saying, where the Fed goes from here, and how they are reading the market as leadership shifts underneath the surface. Watch the full replay here: https://go.fundstratdirect.com/2026-0... Scan the QR code in the video to get the full July Macro Update and Top Stock Ideas replay, including Fundstrat's updated Top 5 and Bottom 5 stock ideas. Follow Fundstrat Direct on socials: X/Twitter: https://x.com/FundstratDirect LinkedIn:   / fundstrat-direct   TikTok:   / fundstrat_directt   Facebook:   / fundstratglobal   Instagram:   / fundstratdirect   #TomLee #MarkNewton #Fundstrat #FundstratDirect #StockMarket #SP500 #MacroOutlook #TopStockIdeas #TechnicalAnalysis #MarketCorrection #SectorRotation #Investing