The best stocks are usually the last to top. The breath is getting even narrower and the two darlings, Both made new ATH’s this morning.

NVDA is the alpha dog and will be the last to top and crap out. SMCI looked like it had put in it’s top, but was saved by the announcement that S&P would be adding it to it’s S&P 500 index. Institutions that index will have to buy it.(Much of that started this morning to get ahead of when it gets in.)

As soon as they pullback and then rally and fail, that should be it. Sometime this month is likely, possibly as soon as this week? (This is not investment advice, just my opinion.)