U.S. OPEN — YIELDS ARE THE REAL TEST 📉 The 10Y Treasury yield pushing above 5% raises the valuation hurdle for growth stocks, while $100+ oil adds another lay

U.S. OPEN — YIELDS ARE THE REAL TEST 📉 The 10Y Treasury yield pushing above 5% raises the valuation hurdle for growth stocks, while $100+ oil adds another layer of macro pressure. I’m watching $NVDA $AMD $MU $AVGO $MRVL for relative strength. If AI leaders can absorb this pressure and hold their…