This market feels weirdly split in two. At the index level, things look pretty calm. Underneath, a handful of stocks are acting like fireworks.

• AI-driven rally
• Micron and Dell mania
• Thin breadth, calm indexes
• Single-name options and skew
• Retail flows and the next accelerant
• SpaceX and the IPO pipeline
• Oil, inflation, and the Fed
• Volatility structure and risk management
• 0DTE, crypto, and metals

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