(https://www.cnbc.com/2026/05/27/bank-of-america-says-prepare-for-a-summer-correction-after-rally-to-record-highs.html) after new highs is just the warm-up act. The real risk is underneath: (https://www.cnbc.com/2026/05/27/hedge-funds-loved-micron-before-its-run-to-1-trillion-here-are-their-other-favorites.html) ahead of its trillion-dollar run, but nobody's stress-testing what happens to highly-leveraged balance sheets when refinancin

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