Chris Stack

Maryland ➡️ San Diego

[The Kobeissi Letter @KobeissiLetter]

The market is being driven by just 2 sectors:

The S&P 500 has added over +$5 trillion in market cap so far in 2026.

Meanwhile, AI stocks have added +$6 trillion in value, followed by +$200 billion added by the energy sector.

At the same time, other sectors have erased -$1 trillion of their market cap.

To put this differently, the majority of market gains have come from just 84 firms, with the rest from 22 energy stocks.

AI-related stocks now reflect ~47% of the S&P 500’s market cap, near an all-time high and up from 27% in early-2023.

AI is all that matters.

[Baltimore Ravens @Ravens]

The Road Back to January. #SuperWildCard

[New York Knics ✨ @NicsMonique]

The moment when they realised they just attempted to arrest an FBI agent... 🙂

[The Strokes @thestrokes]

The New Abnormal is out now.

Cover Painting “Bird on Money” by Jean-Michel Basquiat

#thenewabnormal

https://t.co/aihOtuIilC

[The Strokes @thestrokes]

Yes, it's true. We have a new record called The New Abnormal and it will be available April 10.

Pre-order, pre-save or pre-add it as this is the world we live in at https://t.co/aihOtuZTKc

This is a song off said album. It’s called At The Door. Stream it however you choose.