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YTD performance snapshot:
Tech leaders:
Alphabet +62.2%
NVIDIA +37.0%
Nasdaq 100 +18.7%
S&P 500 +15.6%
Microsoft +12.8%
Meta +9.6%
Tesla +7.5%
Apple +7.1%
Amazon +3.5%
Meanwhile:
• Bitcoin −6.4%
• Strategy −52.5%
Narratives rotate. Markets remember later.