Tech titans skyrocket: dancing on the edge of overheatingBig beautiful techNDX vs equal weight NDX is printing another new (daily) recent high. Impressive.Source: RefinitivThe rich getting richerSource: RefinitivAI sure...but getting a bit overboughtSource: RefinitivSOX on fireSource: RefinitivTime to look beyond the debt ceiling?The debt ceiling hedge from hellSource: RefinitivWho needs protection?Source: RefinitivWho needs protection (II)?Source: TradingviewBears wet dreamSource: Deutsche On that shortSource: Refinitiv