Animal Spirits Contained (Mostly) to Tech Stocks, Watching STRC Carefully, ZEC May be a Compelling Add on Dips

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Market Thoughts

AI Still Driving the Bus: Another strong day for tech stocks reinforced the idea that AI remains the dominant force in markets. Crypto price action was more muted, with BTC and ETH largely flat, though SOL and select alts outperformed. Crypto equities also held in well, particularly the financial services cohort, which bou...

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