Tech stocks are now crushing the broader market by the widest margin ever recorded.
This isn't just leadership. It's historic divergence.
When one sector dominates this hard, two things usually follow: either the rest of the market catches up, or tech gives back some gains. Rarely does extreme concentration last forever.
Watch rotation signals. If money starts flowing into laggards—financials, industrials, energy—that's your tell. If tech keeps ripping alone, we're in uncharted territory.
Either way, this setup doesn't stay quiet for long.
This isn't just leadership. It's historic divergence.
When one sector dominates this hard, two things usually follow: either the rest of the market catches up, or tech gives back some gains. Rarely does extreme concentration last forever.
Watch rotation signals. If money starts flowing into laggards—financials, industrials, energy—that's your tell. If tech keeps ripping alone, we're in uncharted territory.
Either way, this setup doesn't stay quiet for long.
