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Morning Thoughts
Markets Rotate as Equal-Weight S&P Sets New Closing High – The Big Picture Remains Bullish – Try the Spaghetti Carbonara
Tech Takes a Hit, But Rotation Rewards the Rest: Equal-Weight S&P Rises as Dow Hits Record High – Try the Pasta Primavera
MU’s Golden Explosion: $50B Guide Crushes Bears, Ignites AI Rally, and Sparks the Great Rotation – Try the Risotto alla Milanese
AI Reality Check: Tech Selloff & Rotation Signals Valuation Jitters – Micron Earnings Loom as the Big Test – Try the Tagliatelle Cremosa
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