Ryan Detrick, CMT
@RyanDetrick
Chief Market Strategist at @CarsonGroupLLC
🔎 for the perfect BBQ
Host to the Facts vs Feelings podcast
CNBC Contributor
Portfolio Manager to +$8B in AUM
1.5K Following 220.9K Followers
It took two months, but the S&P 500 finally hit another new all-time high.
Make that 25 ATHs in 2026.
AI/semis/momo pretty much crashed for five straight weeks after this cover.
Probably the chart of the year?
Free cash flow for the hyperscalers ($META, $AMZN, $GOOGL, $MSFT, $ORCL) is tanking, while it is soaring for the chips ($NVDA, $MU, $AVGO, $AMAT).
"One company's spending is another company's revenue." @sonusvarghese
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