This week had that very 2024 mix of excitement and unease. Chip stocks keep acting like gravity is optional, space names are catching hype by association, and underneath all that, rates and inflation still look like the part of the story nobody gets to ignore.

• Semiconductor rally and valuation
• AI infrastructure limits
• Rates, inflation, and GDP underneath the hype
• Volatility and options positioning
• SpaceX IPO and space hype
• Oil, gold, and commodity confusion
• Breadth, concentration, and short-term catalysts
• Trading mindset and life outside the screen
• A few social signals around the market mood

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