Overbought Mania

NASDAQ mania

NASDAQ has not been this overbought since early 2018.

Source: Refinitiv

Another day...

Source: Refinitiv

Under the hood...

Overboughter

Source: Refinitiv

and it's back

Source: Refinitiv

AI and the narrowest of rallies

Source: BofA

Not all tech is equal

Source: Refinitiv

NVDA - cheaper and cheaper

Source: JPM

Asymmetry is cheap

Source: GS

The big buyer is taking a pause

Source: GS

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