Just like the Nasdaq blowoff in early 2000 where every tech index screamed higher right before the crash wiped out years of gains.
⚠️THIS IS ABSOLUTELY INSANE:
The Semiconductor Index, $SOX, relative to the S&P 500, rose to an all-time high of 1.39,
This means semiconductors are now outperforming the average S&P 500 stock by the largest margin ever recorded, nearly 3 times the long-term average ratio of… pic.twitter.com/P7lhwVQIOC
— Global Markets Investor (@GlobalMktObserv) April 26, 2026
This is unprecedented:
The semiconductor sector, $SOX, has rallied +150% YoY, the strongest 1-year increase since the 2000 Dot-Com Bubble.
This even surpasses the +100% surge during the recovery from the 2020 pandemic.$SOX has now closed higher for 18 consecutive trading… pic.twitter.com/V1K7NS9KfC
— The Kobeissi Letter (@KobeissiLetter) April 26, 2026
🔴The US stock market is EXTREMELY EXPENSIVE:
The number of large stocks with a price-to-sales (P/S) ratio above 10, and YoY price gains above +100% has surged to ~175, the highest level since the 2021 meme stock frenzy.
Excluding 2021, this is the highest level since the 2000… pic.twitter.com/FYPfC8Lvzi
— Global Markets Investor (@GlobalMktObserv) April 27, 2026
Semi market cap 24h increase took over the top #15 places
byu/JohniBGood inwallstreetbets
It's not an S&P 500 rally. It's a big tech & AI rally.
If you exclude the Mag 7, the index is actually DOWN on the year.
Here are some crazy stats:
– 118 stocks have fallen more than 10% driven by higher costs
– Only 82 stocks are up 10% or more
The entire stock market is… pic.twitter.com/bT29zKBHUp
— Nic (@nicrypto) April 27, 2026
DROP EVERYTHING AND READ THIS$ORCL will go bust. https://t.co/KEKarTTnXo
— George Noble (@gnoble79) April 26, 2026
BREAKING: Maryland becomes first state to ban AI ‘dynamic pricing’ in grocery stores.
This means 49 other states still allow it.
Dynamic pricing already runs airlines, hotels, and rideshares. Groceries are the next frontier.
Here's how it works:
Grocery stores use AI, digital…
— Andrew Lokenauth | TheFinanceNewsletter.com (@FluentInFinance) April 26, 2026