The tape is giving traders a pretty clear hierarchy: $NVDA / $AVGO → AI relative strength 10Y ~5.28% → biggest valuation headwind WTI sharply lower → inflation

The tape is giving traders a pretty clear hierarchy: $NVDA / $AVGO → AI relative strength 10Y ~5.28% → biggest valuation headwind WTI sharply lower → inflation pressure easing at the margin Dow −0.6% → broader market still defensive Nasdaq ~−0.1% → tech showing better resilience My strategy: follow …