June 26, 2025

Hey, Ross here! Everyone’s talking about Nvidia hitting new all-time highs—and sure, that’s impressive. But what really caught my eye is the ARK Innovation ETF quietly hitting a new 52-week high. That fund is packed with speculative names, so when it breaks out, it tells me the market is shifting into full “risk-on” mode. The kicker? Retail sentiment still hasn’t caught up. I dig into what that disconnect means—and how we can take advantage of it—in today’s Insight.