September is historically the worst month for US stocks. Since 1928, $SPY averages -1.1% - the ONLY red month of the year.

But this September? Different story:
• $QQQ +3.6%
• $VGT +4.7%
• $SOXX $SMH +9%
• $SPY barely moved at +0.1%

This isn't a broad bull run. This is all chips in on AI. Everything else is dead money.