Shams Afzal, managing director at Carnegie Investment Counsel, recently shared thoughts on the current sentiment in U.S. markets. He describes it as ‘unnerving optimism.’ This feeling stems from several factors, including anticipated economic policies under a potential Trump 2.0 administration. Afzal notes that major tech companies hold responsibility for maintaining market momentum. Their commitment to capital expenditures will be critical. Investors should monitor these developments closely. Sustained capital investment is essential for keeping growth trends alive. Identifying key players in this narrative will help refine investment approaches moving forward.