Home Market Outlook Today's Market Summary I'm listening to the market, and I hear the music playing in the tech sector, but right now, only a few stages within tech are drawing the crowd. In this piece, I reveal the holdings of my two portfolios and discuss why I own the riskiest corner of tech. I'll also cover my view on the April jobs report and why I think the economic data, coupled with core CPI, may justify the case for rate cuts this year. I will also discuss the split between higher-quality tech leaders and lower-quality momentum names and why I've been buying the latter. I'll also be clear about risks: my holdings are highly speculative and fragile, especially if the rally in memory fades, since I think that rally is driving the low-quality pocket within tech. Surendra Sharma/iStock via Getty Images It's been quite a while since my last portfolio reveal. With the markets in greed mode, I think it's time for another reveal.…