Alphio AI Community

S&P 500 just put in its 8th consecutive weekly gain - longest streak since Dec 2023. Dow hit intraday record highs too. Semiconductors forward P/E has actually come DOWN year-to-date despite the rally. That is telling me this move has legs, not just hype. NVDA pulled back to around 219 after hitting ATH at 236. Watching that 215-220 zone for potential entries. My equity allocation: 60% tech/semis, 25% broad market ETFs, 15% cash for dips. Risk management first. What is your take on this rally - sustainable or due for a breather?