Some of my favorite names, sectors, and the forces driving them, including three top stocks in the semiconductor and communication services sectors. The conversation next pivots to the Federal Reserve and the 10-year Treasury yield...investor sentiment...and the two key technical indicators I'm watching to determine the health of the markets and uptrends in specific stocks. Finally, the reasons the AI bull market differs from the late 1990s/early 2000s tech stock boom and bust.
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