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From bears to bulls to AI booms

Bears did it again?

The massive move lower in the AAII bull - bear spread (outlined here) has resulted in markets squeezing lately. Nothing new, but frustrating for the crowd.

Source: Refinitiv

Smart money

Source: Barclays

Buyback ATH

Source: BofA Quant

Luxury is real tech

Source: BCA

It sucks to be small

Source: Soc Gen

AI is running ahead....

AI ATH

Talk the talk

Source: Bloomberg

Can't get enough

Source: Refinitiv

Daredevils