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S&P 500 ATH is a "Mirage"? 🏜️📈
Market breadth is surprisingly narrow. The rally is being carried by a few giants in AI Infrastructure & Semiconductors.
Key Performers (2026 YTD momentum):
• Semi Giants: NVDA, AVGO, MU, INTC (Surging on HBM & AI chip demand).
• Retail Staples: AMZN, WMT (Resilient consumer spending).
• Energy: Upward pressure from US-Iran tensions.
Economy isn't booming everywhere, but the AI infrastructure race is definitely accelerating. Stay focused. 🛡️🦾
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