Situation Awareness — 2026-05-14
- Bullish.
- What's working: Continuation signals are active with 15 signals, led by medical and software sectors, validating the "earnings over macro" narrative.
- Leading sectors: Information Technology (driven by CSCO, NVDA), Communication Services (GOOG, META), and Healthcare (BIIB, CELIA study results); leading themes: AI Infrastructure, Alzheimer's Treatments, and Semiconductor Supply Chain normalization.