• SP500 is at ATH
• Nvidia is at ATH
• CXL is booming nearly back to ATH at record pace
• Connectivity seeing strength again after being sold off on record demand a month ago
• Brazil just made a historical gain
• Memory hasn’t gone anywhere since earnings
• Cybersecurity continues its strides into ATHs
• Metals continue higher lows since June but short term turbulence
• Blackberry is doing its thing as the biggest sleeper play in physical AI
**Over 90% of investment capital was deployed** over the past 3 weeks for exactly this scenario, already gaining months of sideways price action in a couple days
Goal from here?
The move has only just started and this becomes exactly a 25’ April + 26’ March situation
Just went on the largest buying spree since April of this year, as our consensus is going accordingly so far 🙂
Time to swing for the home-run pitches which come every once in a while per year