Where is the tipping point for US Stocks?

Yeah, it tells us to focus on the fundamentals and that's why we continue to remain positive on equities for this year. Because when you look at the earnings trajectory for equities, it's just gone from strength to strength for 2026. Is it all because of tech.I mean, is that so. Is the dispersion so weak where it's all piled into one or two sectors. It's not good math.It is definitely tech leading the charge. But we are also seeing outside of the max seven, the 493 are also pulling their own weight. I saw r ...