@apexalphatrading: 04/10: Going into the week.. the market is incredibly narrow and a handful of AI names are doing the heavy lifting. CrowdStrike is trading at around 50 times sales while growing about 26%. AMD is a $1 trillion company, up roughly 180% this year, on share gains that still have to be delivered. Moderna is worth around $80 billion on a pipeline that still has a lot to prove. At the same time oil is back around $100 and the 10 year yield is above 5%, levels we have not seen in almost 20 years. Valuations like these need cheap money, and right now money is not cheap. I share how I read the market every day, for 24 years now. Join Apex.. link in bio #amd #crwd #oil #investing #fyp