One thing I keep coming back t

Adz5150

05-13

One thing I keep coming back to:

The trend still looks strong, but this feels like a much more selective market now.

Earlier in the move, it felt like momentum could lift almost anything.

Now it feels more like the market is rewarding quality, earnings strength, and real leadership.

I’m not in the camp of blindly shorting strength here, but I’m also not chasing every breakout like it’s early cycle.

Main question for me:

do leaders keep leading, or do we finally get rotation into laggards?

S&P and Nasdaq Keep Hitting New Highs: Time to Watch Out for Risks?

In the previous trading session, both the S&P 500 and the Nasdaq Composite reached intraday and closing all-time highs. Despite ongoing Middle East conflicts and oil prices remaining elevated — fueling investors’ inflation concerns — U.S. equities continued to climb. Looking ahead, investor Peter Mallouk believes chip stocks still have room to run. The current bull market is being supported by a handful of strong performers. Some warn that risks are rising, while others argue crowded trades could keep pushing higher. What’s your take?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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