AI STRENGTH VS. HIGHER YIELDS The market is sending two very different signals. AI and semiconductor demand remain strong, while the 10Y Treasury yield is hover

AI STRENGTH VS. HIGHER YIELDS The market is sending two very different signals. AI and semiconductor demand remain strong, while the 10Y Treasury yield is hovering near multi-decade highs and oil is back around $100. My focus remains on relative strength: $NVDA $MU $AVGO $ANET $VRT If AI leaders can…