(https://www.marketwatch.com/story/a-looming-ai-disappointment-and-rising-yields-why-one-research-firm-is-hitting-the-brakes-on-u-s-stocks-4bfaa67b?mod=mw_rss_topstories)—but that's not a signal, that's a trailing indicator. The real momentum read is *who's still buying* while the crowd panics. NVDA posted $57.0B in quarterly revenue last quarter with 52.2% net margins; MSFT's entire enterprise is margin-expanding into cloud ops.

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