I’m seeing AI and semiconductors continue to lead, with names like $ASML Holding NV(ASML)$ and $Taiwan Semiconductor Manufacturing(TSM)$ benefiting from strong chip demand, while energy stocks lagged due to falling oil. This tells me the rally is more about rotation and sentiment rather than a broad-based recovery.
Looking ahead, I’m focused on upcoming earnings, especially banks and key tech names. For me, it’s about whether results can support this rally—if not, volatility could return quickly.
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