Apr. 24 at 10:33 PM
$SPY +0.80% and
$QQQ +1.63% closing at fresh all-time highs—strong tape across the board.
Broad risk-on day with leaders like
$NVDA,
$ARM, and
$VST pushing momentum higher and driving index strength.
Leif portfolio +2.13% reflects that same beta exposure working in favor today, with a partial recovery from prior weakness.
Market feels very momentum-led right now—rotation into high beta continues to dominate flows.
No surprise in this tape: when indices trend like this, individual names either run or get left behind.
Big picture still: strong trend, but selective leadership underneath the surface.
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