The market continues to be driven by one dominant force: the AI infrastructure boom.
Meanwhile, the is reaching its most overbought levels since the Dot-Com era, while keeps lagging the broader rally as capital rotates aggressively into AI and semiconductor names.
1. $SPDR S&P 500 ETF Trust(SPY)$
S&P 500 has now traded green for 6 consecutive weeks, its longest winning streak since 2024 馃搱馃コ馃珎
2. $Philadelphia Semiconductor Index(SOX)$
Semiconductor Stocks are now the most overbought since the peak of the Dot Com Bubble 馃毃馃毃馃毃
3. $Berkshire Hathaway(BRK.A)$
Berkshire Hathaway $BRK.A is now underperforming the S&P 500 $SPY by 43 percentage points since Warren Buffett announced his retirement in May 2025 馃毃 It just keeps getting worse 馃搲馃搲
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