Everyone says September is the most cursed month for U.S. stocks. Since tracking began in 1928, the S&P 500 averages -1.1% in September, making it the only month of the year with negative returns—no exceptions. But this September, QQQ rose 3.6%, VGT jumped 4.7%, SOXX and SMH surged 9%, while SPY barely moved, up just 0.1%. This isn’t a broad bull market rally—it’s an all-in bet on AI!