One hour after the opening of the US stock market, Nasdaq rose 1.36%, S&P rose 0.79%, and Dow Jones fell. The technology sector is directly full. XLK rose 2.92%, and QQ rose 1.77%. Interestingly, NVDA only rose by 0.76%, indicating that this wave is not AI solo, but the entire technology sector is being bought. On the other hand, energy fell by 1.5% and finance slightly declined. Money was withdrawn from cyclical stocks and returned to technology. This is the signal I am most concerned about on Tuesday. Last week, the market was still struggling with interest rates and recession, and the first thing to do this week is to buy technology. It's not that the fundamentals have changed, it's that funds are making a simple move: reallocating to long-term growth. But the fact that NVDA hasn't risen much is important. Institutions are not chasing the hottest topics, they are expanding their technology deployment more widely. This is not FOMO, it is an orderly rotation of plates. VIX is still at 16.89, there is no panic. But the Dow Jones fell, and the overall market was dragged by the Nasdaq. This structural upward trend is more real and fragile than the general upward trend. Next, let's focus on two things: whether this buying wave can hold on until the close, and whether finance and energy will start to rebound instead.