Your mission, should you choose to accept it: step into the fire of this bull market with nerves of steel. Every signal is green, momentum’s ripping, and rotations are lining up like dominoes. The window won’t stay open forever—move clean, strike fast, and vanish with profits in hand.

The clock is ticking. Stay sharp. Stay dangerous.

We are sitting at 8/8 green lights on our trusty market checklist.

S&P sits well above the July ’24 high (5,667) with a current read around 6,644.

Trend: the 200-day has been rising for 102 straight sessions.

Momentum: bullish.

Breadth: thrust regime still active since May 12, 2025.

Risk: on.

Crowd: AD line climbing.

Internal strength: 4.0.

Global participation: ~65.1% of markets above their 50-day.

Translation: this is not a vibe, it’s a regime: and regimes persist longer than anyone expects.

CRWV keeps earning its story. They’re the AI cloud pipes: spinning up Nvidia GPU capacity at scale and planting new data centers across the map.

Recent headlines underline the bond: CoreWeave has been rolling out H200/Blackwell at scale and expanding in Europe/UK while deepening its Nvidia alignment.

Exactly the kind of infrastructure build you want powering an AI super-cycle. Call it the shovels in the gold rush—mission-critical, not optional.

Themes rotate, alpha migrates. While nuclear, batteries, and robotics hog the spotlight, drones & eVTOL are buzzing back on the tape.

Think JOBY for the “future-of-urban-mobility” sizzle, RCAT for defense-tech tailwinds, HOVR on the speculative edge.

This group tends to move in surges—quiet… then air raid siren. Keep them on the front burner; when capital rotates, it doesn’t send a calendar invite.

Electronic Arts agreed to a $55B take-private led by Saudi Arabia’s PIF, Silver Lake, and Affinity Partners, at $210/share.

This is framed as the largest leveraged buyout on record and billed by EA as the largest all-cash sponsor take-private ever.

Franchises still print; now they’ll print off-market. Expect the next Battlefield game to take place in Tel Aviv as you fight for the global Intifada.