if Starbucks and pred M could make this coffee they would just sell it a plenty Max Americana is the title from Bank of America F manager survey super bullish record low cash allocation record high allocation to US Stocks but there are contrarian Notions in there which is when cash Falls below 4% that is a contrarian a flashing contrarian maybe even a sell indicator uh one thing which could disrupt the battle for the Bulls is tro price talking about a 6% yield in us treasuries that could come if the fiscal guard rails come off I love this story broadcom is having its Nvidia moment up 38% in 2 days this is about AI a plenty and by the way Nvidia is D in correction territory so there’s a tectonic shift in the AI story I leave you with Tesla D eyes full bull PT of $515 Game Changer has access to the White House but mizuo 515 bucks they like it because the EV credits get pulled away that is good news for Tesla