(https://www.cnbc.com/2026/06/02/ai-tech-stocks-bull-market-blackrock.html) because earnings growth justifies valuations. But here's the problem nobody's naming: The S&P is (https://www.marketwatch.com/story/s-p-500-climbing-for-9th-straight-day-but-breadth-sends-a-rare-warning-1577195d?mod=mw_rss_topstories). That's not conviction — that's concentration.

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