The market continues its meteoric rise — but beneath the surface, the story is more concentrated than it appears.
In this week’s update, Adam and Blake break down one of the fastest recoveries in market history, what’s driving it, and where investors need to be cautious.
In this episode:
- The fastest recovery from a 10% correction on record
- Why the rally is heavily concentrated in tech and semiconductors
- The difference between growth vs value performance right now
- How stocks like Intel Corporation and SanDisk have surged
- Why sharp gains often come with sharp pullbacks
- How geopolitical expectations are already being priced into markets
While momentum is strong, discipline and diversification remain critical in a market like this.
