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Tech - life after the melt up

June agony

IWM the new king...

Source: Refinitiv

NASDAQ - much needed

Source: Refinitiv

Watching NASDAQ stress

Source: Refinitiv

Everybody wrong

Source: Refinitiv

Never forget the big driver of risk

Source: Refinitiv

Seasonality

Source: Equity Clock

and the daily AI dose

AI and SPX fair value

Source: Goldman

AI winner valuations

Source: FactSet
Source: FactSet