It was a tale of two markets yet again last week. On the one hand, stocks – were higher – with the DOW posting fresh record highs, digital currencies were too, as were precious metals. However, just below the surface a massive correction in the semiconductor/AI  space continued with a rotation into sectors like financials, healthcare and beaten down software and tech names. While the momentum trade has come to a screeching halt recently, the broadening of the rally higher holds the potential to make the rally to new highs more sustainable over time.