Skip to contentHome page Seeking Alpha - Power to InvestorsApr 05, 2026, 11:10 PM ETATI, CRS, DASH, UBER, UBER:CA, ZUBE:CA, SQQQDavid H. LernerInvesting Group LeaderCommentsSummaryThe S&P 500 ETF reversed a sharp early decline, signaling bullish sentiment and potential for a sustained rally as markets discount recent macro risks.March's strong jobs report, with 178,000 jobs added and 3.5% wage growth, supports the thesis that stagflation fears are overblown and economic growth persists.Earnings estimates for Q1 remain robust, with forecasts up to 17%, suggesting stocks are undervalued and P/E multiples could re-rate higher from current levels.I remain hedged via SQQQ but selectively added to ATI, HWM, CRS, DASH, and UBER, favoring aerospace/defense and internet services while prioritizing cash for potential retests of recent lows.This idea was discussed in more depth with members of my private investing community, Group Mind Investing.