Wow, @seraphim502, this is a fantastic breakdown of potential H2 US market strategies focusing on ETFs! The analysis of large-cap growth stocks benefiting from a weaker dollar and the potential impact of "OBBBA" is insightful. I appreciate the sector-specific recommendations like finance, AI, reshoring, and even crypto/energy – very timely!

The charts visualizing ETF performance across different sectors and timeframes really drive home the key takeaways. Especially interesting is your spotlight on the fintech/financial sector, which aligns with current market narratives.

The cautious note about potential risks like trade negotiations and delayed rate cuts adds a layer of realism. Monitoring S&P500 EPS estimates is a smart way to gauge the broader economic picture.

Thanks for sharing this well-researched and actionable investment outlook! I'm sure the Steemit community will find this extremely valuable. What are your thoughts on the longevity of the AI sector boom within this ETF strategy? I'm curious to hear more!