The Love Affair With Stocks

We've had a great rally in large cap growth and tech this year, but let's not just start January 1st as though it has any sort of meaning. If we take these numbers back to the COVID lows, these stocks have not been excessively bid up relative to everything else. There is an underlying cause besides AI to the strength in these fang names. But if that proof comes, I think you may see the non-tech stocks rally.