BREAKING: Semiconductor and semiconductor equipment stocks now account for a record ~18% of the S&P 500's total market cap, the biggest weighting for any single industry group.

This percentage has more than TRIPLED since the 2022 bear market.

By comparison, at the peak of the 2000 Dot-Com Bubble, Tech Hardware and Equipment peaked at ~26%.

Furthermore, the Semiconductor Index, $SOX, relative to the Magnificent 7 is up to 85 points, the highest since mid-2020.

This comes as $SOX has rallied +159% since the start of 2025, materially outperforming the Magnificent 7's gain of +30%.

This run in semiconductors is unlike anything in market history.

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Nobody is connecting these two charts.

Top chart is altcoins excluding the top 10, which is currently at $193 billion, 60% below its ATH.

The bottom chart is Russell 2000, which hit another new all-time high today.

Now look at the historical pattern carefully.

Q4 2016: Russell bottomed and broke out. Altseason happened in 2017.

Q4 2020: Russell bottomed and broke out again. Altseason happened in 2021.

Q2/2026: Russell bottomed for a third time and is now heading higher. This time it took 5.5 years.

Altcoins have not followed yet and are still struggling.

But here is the pattern. Russell always moves first. Altcoins follow with a delay.

If Russell 2000 continues pushing higher through 2026, altcoins could be next.

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NOW - Trump says Iran "thought they were going to out wait me, you know, we'll out wait him, he's got the midterms. I don't care about the midterms, look what happened last night, that was the prelude to the midterms."

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Boston Mayor Michelle Wu’s “office of lgbtq advancement” is holding a “trans period pride” event to discuss menstrual equity & the experiences of transgender menstruators

The office received nearly $1 million in taxpayer funding this year

This is real

What a time to be alive

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The Ghanaian embassy in South Africa is helping its citizens self-deport following weeks of growing protests by South Africans demanding that foreigners are expelled

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BREAKING

Show your own followers what Ireland has become!

Muslim migrants have caused mayhem in Dundalk, Co Louth today.

They beat each other to a pulp during Eid celebrations.

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“Foids are people too”

Meanwhile foids:

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NEW: The missing UFO-linked Air Force general had a meeting with an unidentified woman and members of the US Space Force just hours before he went missing.

William Neil McCasland, who was linked to classified UFO programs, vanished on February 27.

According to new bodycam audio, McCasland had dinner with members of the US Space Force the night before he disappeared.

"He has a very classified security clearance. He was the head of Air Force Research Lab... The man's names are in the UFO documents that are fixed to be released," the woman said in audio obtained by Law & Crime.

"He's been that in-depth, so he has a very high security clearance..."

According to UFO whistleblower David Grusch, McCasland was considered "hostile" and had not been cooperative with lawmakers.

"They already have the list of some of these hostile folks that ran those programs. Unfortunately, one of those individuals, Major General retired Neil McCasland, is currently missing, which is very concerning to me as well," Grusch previously said.

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Speaking out against mass immigration is worse than sexual assault in the UK.

Nothing more sinister than a two-tier justice system.

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The Poor Man's Prepping Guide: How to Prepare for Disaster on a Shoestring Budget