So, even with a quiet day for the broader markets, is this momentum trade going to power the rally into year end. Guy, >> well, I will tell you, Tim Seymour has been talking about the semis and the importance of it. I'll say this, you know, today was a day where the market reversed, I don't know, noonish or so.S&Ps were trading lower. It made a new all-time high. You have this government shutdown.You have all these things in terms of valuations extended. Today was a day where the market could have really gi ...

Market Overview - The market showed resilience despite a government shutdown and extended valuations, with momentum driving the rally [1][2][10] - There is a sense of urgency among investors to allocate funds, leading to strong market performance [3][11] Sector Performance - The semiconductor sector is highlighted as crucial, with discussions around its importance in the current market dynamics [1][4] - Recent IPOs, particularly in the crypto space, have experienced significant gains, indicating a strong interest in digital assets [7][8] Company Insights - OpenAI has reached a valuation of $500 billion, becoming the largest private company globally, with insiders selling $6.6 billion in shares [8][12][14] - The performance of tech companies like Meta and Microsoft has been noted, with their stock prices not reflecting contract announcements immediately [5][6] Investment Trends - There is a growing trend of employees at tech startups being able to sell shares during high valuations, which contrasts with past cycles where such opportunities were limited [13][15] - The current market environment is drawing comparisons to the tech bubble of the late 1990s, with a notable sense of FOMO (Fear of Missing Out) among investors [7][8]