Everyone’s Watching Yields. I’m Buying the Breakout in stocks.
Stock Market Weekly (Episode #851): Stocks pushed higher even as Treasury yields reached roughly two-decade highs and market breadth weakened. The episode explains why renewed strength in the MAG 7 and semiconductors could still drive the cap-weighted indexes, while the Market Navigator remains mixed.
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In this week’s episode
The charts highlight a successful S&P 500 retest, fresh Nasdaq 100 weekly closing highs, and the conditions that would weaken the bullish thesis. Trade reviews cover HPE and AMD, plus an emerging MXL semiconductor setup.
Video episode timestamps
- 0:00 Introduction – Key Events From This Week's Trading
- 2:54 $MAGS Breaks Out
- 4:01 Semiconductors Regain Leadership
- 6:17 $META AI Trade Reignites
- 7:28 $AMD Breaks $1 Trillion
- 9:53 Weekly Market Performance
- 12:52 S&P 500 Holds 7,600
- 14:21 Nasdaq Breakout, Russell Lags
- 16:00 $IEF Bond Reversal Watch
- 17:06 Big Tech Rotation Setup
- 18:54 $ORCL, $PLTR, $MU Price Check
- 20:03 Market Regime Still Mixed
- 21:22 $HPE, $AMD And $MXL Trades
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