SMALL CAP SUMMER Small caps trounced large cap tech. Mean reversion in full force. Big Bold Beautiful bill helps Breadth Expansion. Cruise: $NCLH Banks: $WAL $LOB $FLG $CFG $LOCO $EAT REITs: $PK $ARE Retailers: $ANF Mispriced: $ZD Take a look at the free cashflow yield for starters for many of these, EPS growth etc.