The market keeps making new hi

The market keeps making new highs, but I don’t think this is the kind of tape where everything should be chased equally.

It still feels like leadership matters a lot.

That’s why I’m not automatically fading strength, but I’m also not pretending this is easy broad-based upside everywhere.

The higher the indexes go, the more I think people need to separate strong trends from crowded trades.

I still respect the tape.

I’m just a lot more selective here than I would’ve been earlier in the move.

Are you still leaning risk-on here, or starting to get more defensive at these levels? I'm Sitting in the fence here. Careful play!

Reversal After Hawkish Fed Selloff! Resilience or a Fake Bounce?

The Nasdaq QQQ rebounded 2.51%, recouping yesterday's hawkish Fed-driven losses, as chip stocks staged a sharp counterattack — leveraged ETF SOXL spiked 19.43%. The rally was driven by stock-specific catalysts — Apple's memory price warning and Trump's Intel endorsement — not a macro shift, as hawkish Fed Governor Warsh's tightening stance remains unchanged. One day selling tech, the next day rushing into chips — is this rally genuine resilience, or another theme-driven fake bounce?

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