u/Flamingpaper

The S&P 500 is hitting new highs, but the internal data is flashing a warning. The spread between new highs and lows is diverging, which is a classic sign of market overextension. It shows that only a few narratives are driving the rally, leaving the overall market structure vulnerable.

The S&P 500 is hitting new highs, but the internal data is flashing a warning. The spread between new highs and lows is diverging, which is a classic sign of market overextension. It shows that only a few narratives are driving the rally, leaving the overall market structure vulnerable.

u/Flamingpaper — 22 hours ago

Trump said that 400-500% and 70-80% are the same number. According to him, it all depends on the wording. "I like 500% then".

u/Flamingpaper — 2 days ago

Michael Burry says the AI craze is mirroring the 2000 dot-com bubble. With the SOX index up 65% in 2026, stocks are moving on momentum rather than logic. Paul Tudor Jones agrees on the 1999 vibes but thinks this could run for two more years before a massive, breathtaking crash.

u/Flamingpaper — 3 days ago

Nvidia is lagging behind the semiconductor sector by its widest margin in two years. Alphabet is gunning for the top spot with its TPU vertical, while Samsung just hit a 1T market cap after Apple supply rumors. The AI trade is diversifying, and the era of NVDA as the only play is over.

u/Flamingpaper — 6 days ago

Intel just hit a 25-year high after a 171 percent jump in 25 days. The massive turnaround is driven by Nvidia backing the foundry, the 18A process entering production, and a 22 percent sales bump in AI and data centers. It was cheap for a reason in 2024, but the fundamentals flipped.

u/Flamingpaper — 7 days ago

Inflation steals away quietly, or why keeping cash “under the mattress” isn't a strategy - as illustrated by 30 years of savings. Over the past 30 years, inflation has halved the value of $1. But that same $1, invested in the S&P 500 index, has grown to $20 - even after accounting for inflation.

u/Flamingpaper — 8 days ago