Ash Crypto
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Ash Crypto
@AshCrypto
News, Memes, Charts, Hopium, Market analysis and Latest crypto updates. Our official Telegram https://t.co/6iHJbN2D67
X Katılım Mayıs 2015
344 Takip Edilen2.2M Takipçiler

ONLY TEN STOCKS ARE KEEPING THE ENTIRE U.S. STOCK MARKET FROM A COLLAPSE.
The S&P 500 has rallied nearly 16% since March 30, making it look like the entire market is booming again.
But under the surface, this has become one of the narrowest and most concentrated rallies in decades.
Just 10 stocks drove 69% of the entire move higher. Alphabet alone contributed 15% of the rally. Nvidia added another 10%. Amazon, Broadcom, Intel, Micron, Apple, AMD and Microsoft carried most of the rest. The other 490 companies in the S&P 500 contributed just 31%.
This means the market is not actually moving higher together. A very small group of AI and semiconductor stocks is pushing the entire index upward while most stocks are barely participating.
The equal-weight S&P 500, which removes the influence of megacaps, only gained around 7-8% during the same period. That is less than half the performance of the normal index. At the same time, less than half of all S&P 500 stocks are even trading above their 50-day moving average right now.
The rally itself started after reports that Iran was open to ending the war with the United States in exchange for security guarantees. Oil prices immediately collapsed from above $100, markets exploded higher on short covering, and then AI earnings mania took over.
After that, almost every major tech company raised AI spending projections to levels never seen before.
Microsoft raised expected capex spending to roughly $190 billion.
Alphabet raised capex guidance to $180-190 billion.
Amazon reaffirmed around $200 billion in AI infrastructure spending.
Meta is expected to spend up to $145 billion.
Wall Street is now effectively pricing the entire stock market around one single assumption: that AI spending continues growing at an extreme pace without slowing down.
That is why semiconductor stocks entered a melt-up phase.
Intel is up more than 240% this year.
SanDisk exploded over 550%.
Micron doubled because AI memory demand became so extreme that customers reportedly could only get 50-67% of the chips they needed.
Even Goldman Sachs warned that market breadth has now fallen to one of the narrowest levels since the dot-com bubble era.
The danger is obvious.
When only a handful of stocks are carrying the entire market, the downside risk becomes massive. If AI spending slows, if oil spikes again because the Iran ceasefire fails, or if earnings disappoint even slightly, there is no real market strength underneath to absorb the damage.
Right now the stock market looks strong on the surface.
But underneath, it is being held up by a very small group of stocks and one extremely aggressive AI spending cycle.

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BREAKING:
🇮🇷 Iran has prepared a "Professional Mechanism" to manage traffic in the Strait of Hormuz.
In this process, only commercial vessels and those cooperating with Iran will benefit.
Fees will be charged for passage and route will be closed for countries involved in the "Freedom Project."


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If you invested $100,000 12 months ago
NVIDIA= $174,000 (+74%)
SP500 = $127,000 (+27%)
NADAQ = $139,000 (+39%)
BTC = $72,000 (-28%)
ETH = $83,000 (-17%)
DOGE = $45,000 (-55%)
LINK = $58,000 (-42%)
SHIB = $36,000 (-64%)
TON = $59,000 (-41%)
UNI = $48,000 (-52%)
PEPE = $25,000 (-75%)
ONDO = $37,000 (-63%)
TRUMP = $15,000 (-85%)
MELANIA = $1,200 (-98.8%)
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HYPE pumped +23% in the last 24 hours, adding $2 BILLION to its market cap.
Why it's pumping:
- Coinbase just became the official USDC deployer on Hyperliquid
- The $5 billion in USDC on Hyperliquid earns 3.5-4% yield. That's around $200M a year.
- That increases Hyperliquid's annual revenue by 25%
- 99% of revenue is used to buy back $HYPE
Fundamental altcoins are crushing it.


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