SNDK +20%! Valuation Logic Has Structurally Shifted By Nvidia?
@Tiger_comments：
$S&P 500(.SPX)$ and $Dow Jones(.DJI)$ both closed at record highs. The Dow rose 0.99% to 49,462.08, historically breaking through the key psychological level of 49,000. The S&P 500 also set a new record, gaining 0.62% to close at 6,944.82.As January goes, so goes the year. When January closes positive, the S&P 500 is higher 89% of the time, with an average gain of 17% and an average maximum drawdown of 10.5%. When January is negative, average returns fall to -1.8%, with only a 50% hit rate and deeper market drawdowns.Beyond the January Effect: Capital Is Looking at MemoryCapital is accelerating its rotation away from extremely crowded AI mega-cap leaders and spreading deeper into the supply ch