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Tech titans skyrocket: dancing on the edge of overheating

Big beautiful tech

NDX vs equal weight NDX is printing another new (daily) recent high. Impressive.

Source: Refinitiv

The rich getting richer

Source: Refinitiv

AI sure...but getting a bit overbought

Source: Refinitiv

SOX on fire

Source: Refinitiv

Time to look beyond the debt ceiling?

The debt ceiling hedge from hell

Source: Refinitiv

Who needs protection?

Source: Refinitiv

Who needs protection (II)?

Source: Tradingview

Bears wet dream

Source: Deutsche

On that short

Source: Refinitiv