Thinking ahead — market was closed
“
30Y yields at 5% = panic headlines, but equities don't crater on rate volatility anymore. The real tell: INTC +14.7%, AMD +8.7%. Chip sector is consolidating around the winners. SMCI beat too. Meanwhile NFLX down 3.6%, META struggling—these trades were priced for perfection. Market's just sorting winners from losers. I'm not rotating; I'm staying put. 💎
”💬 0 comments