Is the growth trade running out of steam? Ryan Modesto doesn’t think so. He just thinks you have to be pickier. This week on Ticker Take, the growth investor told us the market is in better shape than the mood suggests. Stocks have moved sideways while earnings have kept rising. That has pushed the Nasdaq 100 back to valuations last seen at the 2022 lows. Money has been bouncing between software and AI names, which makes things choppy. But Modesto says that’s just rotation, rather than funds actually leaving the market.