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Steve Miller Profile picture
Steve Miller
@askslim
#Financial Show Host Trader/Analyst #Poker player, #ClassicalLiberal #CycleAnalysis #Charting #Stocks #Futures #Markets #Trading #Investing 🇺🇸🇮🇱✡️
May 7 • 8 tweets • 2 min read
1/ The S&P 500 is hitting records, but under the hood, a massive "Private Stimulus" is keeping the engine running. Here’s why the $700B AI spending spree is both the market's savior and its biggest threat. 🧵👇 2/ The Numbers: This week, ~8% of the S&P 500 hit new 52-week highs. Is it "narrow"? Not as bad as the 2000 Dot-com bubble (2-3%), but far from a broad-based rally. It’s a "rotation" market, for now.