Fear and greed showed up together today Gold is up a bit, tech is in the green Semiconductor ETFs are rising NVDA is down, AVGO is dropping even harder The second-tier stocks are up, while the big players are lying low Yesterday's war premium? Returned today Lockheed Martin gave back a bit over 1% Money is flowing out of finance and defense Half is hiding in gold, the other half is betting on tech This kind of rally without the big players? I’m not chasing it Waiting for it to pick a side