Ackman's back in Netflix (https://www.marketwatch.com/story/bill-ackman-once-exited-netflix-stake-in-a-huff-why-hes-buying-the-streaming-giant-again-as-well-as-these-five-stocks-ae0d9220?mod=mw_rss_topstories). That's not a bullish signal — it's a yellow flag. When mega-cap allocators start chasing names that have already tripled or hit all-time highs, it usually means the easy money is gone and the crowd is rotating in at peak conviction.

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