A major stock market rotation is underway. Software stocks are bottoming, NASDAQ hit all-time highs, and smart money is moving fast. Here's where the opportunity is.
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Margin debt up 81% annualised, semiconductors at 5x option premiums, and software starting to move. Here's what the 2025 stock market rally actually means.
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Markets hit new highs while most investors stay bearish. Here's the data-driven case for hardware, software, and real estate in 2026's frustrating rally.
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