Markets hit a record yesterday. And would like to do it again today.
Semis are doing all the work while everything else just sits there.
Don called it this morning: "The market has stopped caring about fundamentals."
Concentration this tight is a problem, but momentum doesn't care about problems until it does.
He's going live at 9:20 am ET to walk through what he's watching and what happens when breadth this thin meets a tape this speculative.