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!

Markets Stage V-Shaped Reversal: Did You Buy the Dip?

S&P 500 and Nasdaq reclaimed lost ground in a sharp V-shaped reversal the day after the selloff, fueled by an Israel-Iran ceasefire that sharply reduced geopolitical risk and a broad-based surge in chip stocks — with Jensen Huang urging investors to "buy the chip dip." Concerns linger, however, as some institutions warn that mega-IPOs like SpaceX could create leveraged downside risk for the Nasdaq 100, with specific chips flagged as most vulnerable. Sentiment flipped overnight from fear to greed — do you see this as a confirmed trend reversal, or another bear-market bounce trap?

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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