Markets are soaring – and investors are scrambling to catch up. In this week’s update, Todd and Kyle break down the underexposed positioning among institutional investors, surprisingly strong earnings from Taiwan Semiconductor, and why even bad news can’t slow this rally down. They also cover the continued surge in Nvidia and Netflix, sentiment swings, inflation trends, and Bitcoin’s role as both growth play and safe haven. Plus: an inside look at how we model risk and align portfolios to weather volatility while capturing upside.