And in case you haven’t heard… It’s because we’re in a bull market.
And today, the evidence is overwhelming.
It doesn’t matter what the headlines say. It doesn’t matter what the journalists dressed as economists are warning about. Investors are looking through it all — and they continue to embrace risk.
Some are still fighting it because “it doesn’t make sense.”
But guess what? The market doesn’t care. It never has.
Markets are discounting mechanisms. They process all data and they express it in one simple thing: price.
And right now, price is screaming risk-on.
This is what climbing the wall of worry looks like — when prices rip higher right in the face of fear, skepticism, and every reason not to
It’s not supposed to “make sense.” It’s supposed to make money.
The Nasdaq 100 $QQQ just completed a historic V-bottom with a breakout to fresh all-time highs.
If we know one thing for sure, it’s that all-time highs are a hallmark of uptrends and bull markets.
Tech just broke out to new all-time highs as well.
These stocks now represent nearly 30% of the S&P 500.
It’s tough to be bearish when the most important sector on the planet is printing record highs.
But it’s not just Tech.
Industrials are breaking out to fresh all-time highs, too.
This is the most diverse sector in the market — and the one with the highest correlation to the major U.S. indexes.
We call them the “generals" for a reason. When they’re marching higher, the rest of the market usually follows.
This isn’t just about the Nasdaq. Or just about Tech. It’s the strongest, most risk-on areas of the market leading the charge.
I genuinely couldn’t think of a more bullish scenario heading into the second half of the year.
And this is likely just the first wave of leaders hitting new highs.
I expect more to follow, so I’m looking for stocks to buy.
My favorite right now is BigBear.ai $BBAI.
Not sure about the long-term, but the current technical setup is as good as it gets.
It jumped 25% in today’s session after resolving a tight coil.
With a 23% short interest, this move could spark a squeeze, and things could get wild fast.
We just sold half our calls from yesterday, doubling in one day — exactly the kind of win we look for with the Breakout Multiplier strategy. Now we get to ride the rest risk-free into an impending short-squeeze.
If you want the trade details, see exactly what we did, and get future trade ideas, click here and join us.
