"Półprzewodniki są obecnie notowane 73% powyżej swojej 200-dniowej średniej ruchomej. To największe rozciągnięcie od marca 2000 roku. Jeśli znasz historię rynku, to zdanie powinno sprawić, że poczujesz się nieswojo. Micro, Palunteer, wszystko to. Wszystkie wykazują potencjał zbliżającego się punktu kulminacyjnego. Tak właśnie wygląda bańka spekulacyjna w czasie rzeczywistym." "Semiconductors are currently trading 73% above their 200 day moving average. That's the largest stretch since March 2000. Now, if you know your market history, that sentence should make you uncomfortable. Micro, Palunteer, all of it. They're all showing the potential for climax coming soon. This is what a blowoff top kind of looks like in real time."

… Trillions of dollars of IPOs and lockup supply will be hitting the markets in 2026. That's an enormous amount of money that needs to be absorbed by a market already kind of running on fumes from retail FOMO. Everybody's all in all the time. The next risk, of course, is the concentration of the market in a very, very specific sector. Semiconductors are currently trading 73% above their 200 day moving average. That's the largest stretch since March 2000. Now, if you know your market history, that sentence should make you uncomfortable. Micro, Palunteer, all of it. They're all showing the potential for climax coming soon. This is what a blowoff top kind of looks like in real time. I mean, look at the charts on all the major stocks. They've gone absolutely insane. It's a very risky time to be buying stocks if you just look at the charts. I mean, Sandis has a monthly RSI of 99. Who the [ __ ] is buying that? But people are and it keeps going up in price for some reason. Then we have the credit markets. Now, this is something …

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