Afternoon Note
Major indices, except the Dow Jones, are moving higher and mostly unbothered by the 6th date of the government shutdown.

According to the Fear & Greed index, the market has entered the greed territory.

The announcement of a partnership between Advanced Micro Devices (AMD) and OpenAI sent semiconductor stocks rallying. As a result, Technology (XLK) holds the widest gains of the seven advancing sectors. Safe-haven sectors are underperforming today, with Real Estate (XLRE) as the worst performer.

In conjunction with the Technology (XLK) sector gains, the iShares Semiconductor ETF (SOXX) has taken off to new highs.

There is a big parade of Fed speakers this week.

| Tweet |
| 11/12/2025 1:35 PM | Bottom Fishing Day |
| 11/12/2025 9:25 AM | MOVING OUT OF THE SHADOW OF MEGA CAPS |
| 11/11/2025 1:13 PM | Taking a Breather |
| 11/11/2025 9:33 AM | THE SMARTEST TAKES A LICKING AS THE GREATEST RIDES OFF |
| 11/10/2025 1:29 PM | Shutdown Progress Renews Appetite for Stocks |
| 11/10/2025 9:41 AM | SHUTTING DOWN THE SHUTDOWN |
| 11/7/2025 1:32 PM | Friday Frenzy |
| 11/7/2025 9:49 AM | SIGNIFICANT BUT OVERDUE SWOONS IN BIG NAMES |
| 11/6/2025 1:14 PM | Thursday Pullback |
| 11/6/2025 9:39 AM | ALL ABOARD! |
| 11/5/2025 1:28 PM | Recovery Day |
| 11/5/2025 9:40 AM | NOT UNUSUAL |
| 11/4/2025 1:41 PM | Stocks Retreat |
| 11/4/2025 9:38 AM | THROUGH THE EYE OF A NEEDLE |
| 11/3/2025 1:14 PM | Another Ugly Session |
| 11/3/2025 9:43 AM | FINDING A WAY - RALLY CONTINUES |
| 10/31/2025 1:36 PM | Market Retreat |
| 10/31/2025 9:49 AM | NOT AFRAID |
| 10/30/2025 1:35 PM | More Big Tech Ahead |
| 10/30/2025 10:17 AM | THE COOLER |
| 10/29/2025 1:55 PM | All Attention to Big Tech |
| 10/29/2025 9:38 AM | UGLY WIN |
| 10/28/2025 1:50 PM | Optimism Outweighs Softness |
| 10/28/2025 9:33 AM | ALL ABOUT Al (STILL) |
| 10/27/2025 1:17 PM | Excitement Grows |
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