🤖 AI IS STILL SHOWING RELATIVE STRENGTH Despite another difficult session for bonds, technology held up better than the broader market. That’s important. Th

🤖 AI IS STILL SHOWING RELATIVE STRENGTH Despite another difficult session for bonds, technology held up better than the broader market. That’s important. The Nasdaq finished only about 0.1% lower even as the 10Y Treasury yield briefly touched 5.29%. My focus remains on the AI infrastructure cha…