Tech just had its biggest 9-week run vs the S&P 500 in history — 28% outperformance. Bigger than the dot-com mania in late 1999/early 2000.

Let that sink in.

When you're beating records set during the most famous bubble in modern market history, you're either witnessing something truly revolutionary... or you're watching people forget how gravity works.

I'm not saying sell everything. I'm saying check your position sizes and ask yourself: what am I actually betting on here? And what happens if the narrative shifts even a little?

$XLK