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!

30-Year Treasury Yield Hits 19-Year High: Time to Buy Tech Stocks?

Nasdaq fell 0.84% today as 30-year U.S. Treasury yields surged to a near 19-year high, placing systemic pressure on high-valuation tech stocks. Market focus now turns to NVDA's after-hours earnings tonight. The tech sector, last week's top-performing segment, has become the primary target for institutional deleveraging, with hedge fund short interest hitting a two-month high. If Treasury yields remain elevated and NVDA's guidance disappoints, where does this AI rally find room to breathe?

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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